Settings to use
Open Settings, Agent tab. Set Industry to Service and Personality to Warm: kind and personal, and it acknowledges what the lead said before it asks the next thing. Wedding and event leads are often excited, and that tone meets them where they are.
Service is the industry for wedding and event vendors, home services and gyms. With it set, the setter already knows:
- Leads want to know what it costs, how soon you're free, and whether you cover their date and area.
- It asks one question, what they want done or how soon, then books.
- It quotes only the prices and area you give it. With no price, it names what the price depends on and says the call is where it gets set.
Qualification questions
Paste these into Qualification questions, one per line. The setter asks one of these per conversation, the one it needs to book, then offers two times. A money question always comes last.
- What's your event date?
- What kind of event is it: wedding, corporate, or something else?
- How many guests are you expecting?
- Do you have a venue booked yet?
Objection playbook
Paste these into Objection playbook and replace anything in square brackets. Price ranges belong here if you want them said by text. On a real objection the setter first asks one short question to find the actual reason, once per conversation, then answers from your entry and offers two times.
- Price: [Package] runs [your range] depending on [guest count, hours, add-ons]. The call is where we confirm your exact price and package.
- Just want a price: The range is [your range]. The exact number depends on your event, which is what the call sets.
- Availability on my date: The team confirms your date on the call. [Add how far ahead you book, if you want it said.]
- Deposit: [Your deposit policy, or: Deposits are confirmed on the call].
- Comparing vendors: The call gets you a real quote to compare.
A sample thread
What a booked thread looks like with these settings, assuming your price entry says wedding packages run $2,200 to $3,800. Each setter line goes out as its own text.
- Lead: hi we're looking for a photographer for our wedding, how much do you charge?
- Setter: Wedding packages here run $2,200 to $3,800, depending on hours and add-ons
- Setter: What's your event date?
- Lead: next June, the 14th
- Setter: Sat 11am or Mon 6pm?
- Lead: is that date even still open?
- Setter: The call is where we confirm your date is open
- Setter: Sat 11am or Mon 6pm?
- Lead: sat works
- Setter: Sat 11am, locked in
- Setter: Who do I put it under?
- Lead: Nora
- Setter: Thanks Nora. What's a good email to shoot the invite to?
- Lead: nora@example.com
- Setter: I'll send the invite there. See you Sat
What to leave out
Three things to keep out of your questions and playbook.
- Prices or packages you have not confirmed this season. The setter quotes whatever your playbook says.
- Deposit terms you have not written down. The setter says whatever your playbook says, nothing more.
- Guarantees on availability or weather. The setter never promises a date is open until you confirm it and never guarantees an outcome.
Questions people ask
- Will the setter quote my package prices?
- Only the ones you give it. Put ranges in the playbook if you want them said by text. With none, it names what the price depends on and says the call is where it gets set.
- Which Industry should a wedding or event vendor pick?
- Service. It is written for local service businesses such as wedding and event vendors, home services companies and gyms: what it costs, how soon, and whether you're free.