Keeping Track of Inquires, Sent Contracts, Bookings, etc.

[Danny O'Neill]

To give you an idea on what we have Tave do for us here is our complete list of automatons (anything with a 99 at the start is in testing). Things like the send dispatch email sends them a lovely email to tell them the parcel is on its way and also includes a clickable link with the tracking details. Same goes for the highlights ready task. Tick the task and completed and it checks the job profile, if it finds a link and password to a vimeo video it sends an email with the clickable link all pulled from the job sheet. We use a lot of custom fields.

We also have seperate automations for same sex weddings as it doesnt send questionnaires saying Bride and Groom but Client A and B. I could have ones for same sex male and female but it would mean tripling everything.

We love tave so much we have one subscription for each brand. Just keeps it simpler.

Name
1. Close stale job (NOT READY TO AUTO CLOSE YET) (deprecated)
1. Lead Status Change - Chase Email Sent
1. Lead Status Change - Price List Sent
1. Lead Status Change - Proposal Sent
1. Mark non Wedding lead stale (deprecated)
1. Sales consult reminder email
1. Send 1st proposal expiry reminder
1. Send 2nd proposal expiry reminder
1. Thanks for booking email
2. Check-in 1 week before wedding email
2. Post Wedding Actions
2. Pre wedding actions
2. Pre wedding actions - Same Sex
2. Pre wedding consult reminder email
2. Send 1st invoice reminder
2. Send 2nd invoice reminder
2. Send 3rd invoice reminder
2. Send Pre-Wedding Questionnaire 1st Reminder
2. Send Pre-Wedding Questionnaire 1st Reminder (Same Sex)
2. Send Pre-Wedding Questionnaire 2nd Reminder
2. Send Pre-Wedding Questionnaire 2nd Reminder (Same Sex)
2. Send Pre-Wedding Questionnaire 3rd Reminder (To Team)
2. Send pre wedding chat confirmation email
2. Update anniversary field
3-1. Edited Started Update Email
3-1. Send Details to Editor
3-2. Create 'QC Extended Scenes' Task
3-2. Create 'QC Highlights' Task and Send Update Email
3-2. Create 'QC Main Feature' Task and Send Update Email
3-2. Create 'QC Trailer' Task
3-3. Create 'Awaiting Client Approval' Task
3-3. Create 'Highlights Ready-Send Email' Task
3-3. Create 'Prepare Extended Scenes Disk' Task
3-3. Create 'Prepare Main Feature Disks' Task
3-3. Create 'Trailer Ready-Send Email' Task
3-3. Send Highlights Ready Email
3-3. Send Trailer Ready Email
3-4. Create 'Burn Disks' Task
3. Song Suggestions Questionnaire 1st Reminder
3. Song Suggestions Questionnaire 2nd Reminder
3. Song Suggestions Questionnaire 3rd Reminder
4. Send Dispatch Email
4. Send feedback Questionnaire
99. Close Job - Already Booked (NOT WORKING)
99. Pass to hints test
Advance job stage to 'Fulfillment' after primary session
Mark Pre-Wedding Questionnaire as Completed
Primary Session Blank
Send Anniversary Email