Using Curate During A Consultation

By Ryan ONeil

We've learned that brides really will book on the spot when you use Curate in a consultation. This is fantastic news! However, there are a few things you should consider before choosing to show the power of Curate to a potential client.

1. Ensure your information is up-to-date before using Curate in a consultation
Something that could take time is adding prices to all of your recipes, flowers, consumables, rentals, and fees that are unique to your business. Some event professionals add this information as they go instead of inputting the data as soon as they start using Curate. If you prefer to do this, it's better to get a few weddings under your belt before you start to ensure all items and fees are added. So before you try to impress a potential client with your ability to produce a proposal on-the-spot, make sure you've done the right prep work.

2. Update Curate as you go through the consultation
Instead of waiting until the very end, take a moment after discussing each piece to add the information into Curate. Just tell the bride that you will be taking notes in a software. It's best to have your computer situation so the bride isn't constantly looking at your screen. It's even better if you have two team members where one is leading and talking concepts and the other is actually entering the information into the software. Depending on your consultation style, you can simply have each item created and use the "override price" tool to set whatever price you'd like. However, we've made helped make your processes so quick and painless that you won't have to resort manually making updates much anymore.

3. Make sure you have a strong internet connection
This may seem like a simple thing, but it's something that some people may take for granted-- Curate is a web-based software for event professionals. Whether you're doing a consultation in your office or a coffee shop, you need to make sure your internet connection is good. Nothing would be worse than a connection failing just as you hit "save," causing you to restart all of your hard work. While a potential client would likely understand that it is a situation beyond your control, you should do everything in your power to make sure that doesn't happen. That means that if you're meeting a potential client in a coffee shop, avoid scheduling the meeting during the rush hour when everyone is trying to use the internet and there's a weaker connection.


Want to see how Curate can work?

Get Started


Tags: Efficiency, Curate, Corporate Cate, Established Ed


Keep up with the latest event industry happenings