I have been using Asana in my own business for years. As a business coach in the wedding industry, I’m often asked what tools and resources I recommend, and today, I want to share with you 6 reasons why I always recommend Asana for wedding planners.
By the way, if you are reading this right now and have tried Asana in the past (and didn’t love it), I want to encourage you to keep reading. Asana isn’t a flash-in-the-pan project management system. It’s not the newest, sexiest thing. But it has made MAJOR improvements over the last few years and is continuing to become a stronger and stronger platform. Quite frankly, I’m not sure my business could function without it. As you read why I recommend Asana for wedding planners, keep an open mind.
Okay, now let’s get into it!
1. Asana Offers A Better Experience For Your Wedding Planning Clients
I’m the last person to tell you that you have to hop on every “trend,” but the days of collaborating with your wedding planning couples over email and a Google drive folder are over, friends. After all, we all get too many emails (nope – it’s not just you – it’s your customer, too!). Now more than ever, you want to find a way to take your couples out of their inbox and into a space just for them to plan their wedding with you.
The catch? It also needs to be easy to use and functional AF.
Enter Asana.
Not only is Asana incredibly customizable and easy to brand to your unique business, but there is also almost nothing it can’t do within your wedding planning process. Yes, you still might need a CRM like Honeybook (we will address that more later!), but once your clients have paid their first bill, Asana will be your best friend.
As a coach for wedding planners, I recommend wedding planners use Asana WITH their clients for:
- Event planning and management
- Daily, weekly, and monthly task management
- Questionnaires and forms
- And to house all of their client communication and conversations
Want to try it for free for 30 days and see why I’m obsessed? Click here!
2. Using Asana for Wedding Planners is Not JUST for Your Clients – it Also Makes it Easy for You to Communicate With Your Team
Whether your “team” consists of 15 full-time staff or an independent wedding planner you work with occasionally, you will never regret investing in proper systems from the very beginning (trust me). If you have an established wedding planning team (or hope to one day), you can use Asana for your team onboarding, ongoing communication, and scheduling. You can add your team members to your couple’s boards so that everyone is on the same page if somebody has to step in and help at a moment’s notice. And that’s a really beautiful thing.
In my own business, I have my OBM, VA, Podcast Manager, and Marketing Manager in Asana, and we communicate daily inside. I love that everything has a dedicated space, and nothing gets lost in somebody’s inbox.
An extra tip? You can create a “hub” for your team so that everyone has access to business assets they might need
On top of adding your team to clients’ projects, you can also create a “hub” for your business assets so that everyone can access what they need when they need it. Nobody likes a bottleneck or waiting on something like a logo file when they are trying to make a graphic.
At a minimum, you should have:
- Your mission, vision, purpose, and core values are outlined so that everyone on your team remains on the same page about the work you do.
- Access to brand assets and marketing materials (if needed)
- An outline of each product or service you offer
You may also want to consider adding things like:
- Your business goals (even if you don’t share numbers, magic happens when your team feels like they are working towards something with you.
- A central hub for your preferred vendors
- A place for fresh ideas. I always love a “things to do” better board and “future ideas” board for myself and my team to brain dump when something isn’t a “fix right now” task or idea.
3. I Recommend Asana For Wedding Planners Because It Keeps You On Track To Hit Your Business Goals
In case nobody has told you yet, you are kind of a big deal. Your goals and dreams for your business are worthy of being pursued. Asana can help get you there. So, while we have talked about the other people in your business, I want to switch the conversation to YOU for a second.
How long have you been jotting down the same goals in your notebook?
You’ve likely heard that “what gets measured gets managed,” and in Asana, you can create a project just for you to keep your ideas (big AND small) organized in one place. I like to have a central board with “everything” and then move things into 90-day chunks in my business when I’m ready to sprint. When something moves from a big/general goal to a “this is what I am getting done this quarter” I get really specific with to-do lists and deadlines. It’s therapeutic, I swear.
If you are like most wedding planners I know, you never miss a deadline with your clients. I want you to apply that same accountability to your own business. Seeing a deadline approaching in Asana is a great way to get those things that have been nagging you actually done.
If you’ve never heard me talk about goal setting, this is a good place to start.
4. Asana Integrates Seamlessly With Other Tools
You’ve likely tried new software that has promised to change your life before, right? One of the biggest hesitations I hear about Asana from wedding planners is that they don’t want to sign up for yet another thing. Even if it has a free version (which it does). Who wants to log in to 85 things when they step into their home office every morning?
While I can’t solve all your problems, I am here to tell you this: one of the reasons I love Asana in my own business is that it integrates with other tools I’m already using. Here are just a few of my favorite integrations:
- Gmail & Google Business
- Google Drive
- Slack
- Zoom
- Vimeo
- Dropbox
- Adobe Creative Cloud
- Jotform
- Typeform
And for everything else (like Honeybook, for example!), there is always Zapier!
These integrations with Asana help to increase productivity and automate your work – an absolute must in my books!
5. The Cost-To-Value Ratio is HIGH
Listen, I know there is some pricy wedding planning software to choose from. I’m a “more money in your pocket” kind of business coach for wedding planners, and while Asana does have a few different pricing tiers to choose from, they also have a FREE version if that’s all you need right now.
As your business grows and it’s time to upgrade, you can select a plan for under $30 USD monthly and unlock incredible additional features.
6. I have Asana Templates For Wedding Planners That Will Change How You Do Business (for good).
Mic Drop. I may have saved the best for last with this one. Although I hope I have shared more than enough reasons to have you set up a free Asana account, I’m going to hit you with one last benefit. I’ve done the heavy lifting to set up your Asana for you.
Inside my membership for wedding planners (The Planner’s Playbook!), I’ve been dropping done-for-you Asana templates for the last 90 days covering everything from my full wedding planning workflow to day of coordination to vendor management to the questionnaires I ask my couples and team. EVERYTHING.
If you’ve been considering joining The Planner’s Playbook but have been waiting for the right time, I want to encourage you to get on the waitlist now.
Did you skip to the bottom? Let’s recap why I always recommend Asana for wedding planners! Asana:
- Offers a luxury experience for your clients
- Makes it easy for you to communicate with (and train) your team
- Keeps you on track to hit your business goals
- Integrates with other tools you might be using in your business
- Has a PHENOMENAL cost-to-value ratio (hint: there is a free version)
- You can purchase Asana templates for wedding planners to elevate your process NOW.
Ready to Join Me in My Community For Wedding Planners?
When you are finished signing up for Asana, I would love to welcome you to the Planner’s Playbook. If you are on the fence, let me just say this: Struggle is not required. It doesn’t have to be hard. While it’s “normal” to feel like you are “winging it” sometimes, it doesn’t have to be your reality. If you are ready to elevate your wedding planning business for your clients and your life, you know what to do next.
Explore More Wedding Industry Resources
- Why You Need to Create a Customer Journey in Your Wedding Planning Business
- Are You a Disorganized Wedding Planner? Let’s Fix That With These Organized Wedding Planner Tips!
- The 5 Systems Wedding Pros MUST Have In Their Business
- Top Business Books For Wedding Planners to Read
- How Do I Write A Wedding Planner Business Plan?
- Honeybook Review: Is Honeybook Worth It And What You Need To Know Before You Sign Up
- 7 Ways to use Honeybook as a Wedding Planner
- The Best Wedding Planner Onboarding Workflow: 5 Things You Need
For More Wedding Planner Business Secrets Follow Me On Instagram
no thoughts just boss 💅
photography @c10ike (aka my co-boss)
Nobody is coming to choose you or your business.
I said this to a student last month who had been in the business for years. Her process was dialed in. She had weddings on the books. But the work she was getting didn’t reflect what she was actually capable of, and she’d been waiting for the right client to come along and finally give her the chance to prove it.
That’s not how it works.
If you want to be booked for the work you actually want to do, you have to start showing it. Styled shoots. Venue tour reels. A post that says “manifesting this venue for my next dream couple.”
If you sit around and wait for a dream client to pick you so that you can prove what you’re capable of, you’re going to be waiting around a long time.
On the flip side…
Another client told me how she pivoted out of the $70K weddings she didn’t want by telling two prospective clients their budget was actually going to be $120K.
Both signed.
She didn’t wait for permission. She decided. She chose.
I want you to do the same.
What’s one thing you could post this week that shows the work you want to be hired for — not the work you currently have?
Last month I hosted my mastermind retreat for women in the wedding industry in a very special place: my home!
I got the guts to do this last Spring after reading a book by @oliverburkeman_ called Meditations for Mortals (a book so important I actually gifted it to all the attendees!).
There’s a phrase in the book that became my inspo for this retreat, and it’s called scruffy hospitality.
The gist: don’t wait until your house is perfect to invite people in. If you wait that long, you’ll never invite anyone in.
I knew that having the women I coach 1:1 in my home for a week to talk about business, share meals, drinks, learn, and laugh would be more meaningful than a fancy hotel or conference room.
And that’s because something special happens when we are invited into another persons sacred space. We feel a deeper connection to them and ourselves.
The whole book is structured around the idea that perfectionism is the thing stopping most of us from actually doing the work that matters.
Waiting for the house to be perfect before you have anyone over for dinner is just one flavor of it.
On the podcast, I shared more about the retreat and the story of why I host it here — episode 202 if you’re interested.
It got me thinking about YOU and what you might be delaying in your life or business because it’s not perfect yet.
Many of us are waiting for the business to be perfect, the website to be perfect, the portfolio to be perfect before we invite people in.
But what if you’re meant to invite people in now, when things (and you) are not perfect? What would that change for you, and what opportunities could you receive because of it?
Xo,
C
Photography by @c10ike 💜💜💜
WHAT a week. WHAT a group. WHAT a privilege.
The WPI Spring Retreat 2026 in Barbados is officially in the books and I’m still floating!! Five days of strategy, sun, sisterhood, and entirely too many beautiful conversations with seventeen women who I am wildly, ridiculously lucky to coach.
When you become a coach, nobody tells you that the cup goes both ways.
I poured into them all week, and they poured right back into me.
I learned something from every single one of them. About leadership. About refinement. About what it looks like to build a business and a life on your own terms without flinching.
I am more convinced than ever that this is my purpose. Being a guide for women who are writing their own stories is the work I was made for and I feel SO grateful that I get to do this.
If you’ve been craving a community of women who actually GET what you’re building, come talk to me. WPI is the room I wish I had at every stage of my career, and the door is open.
And if you’re the one building a room for others, please keep building. The women who need you are out there. Make a seat for them.
To my WPI clients: I love you. Thank you for one of the best weeks of my life!
Not pictured: @c10ike, the most amazing friend and our official retreat photographer! 💜💜💜
All, Getting Down to Business, Goal Setting, Growing a Business, Tech Tools, The Client Experience, Wedding Planning Advice
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