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Client Onboarding Guide

Client Onboarding Guide

START THEIR DREAM WEDDING PLANNING WITH A FIVE STAR EXPERIENCE

Stop wasting time and letting details fall through the cracks!

Crafting the client planning experience starts at the very beginning. Welcoming and getting your clients started properly sets you up as the trusted expert they can’t live without.


What's inside...

  • CHECKLIST for a Complete Onboarding Process

  • EXAMPLE Welcome Letters & Client Email

  • SELF CHALLENGE to update your current systems and implement them

  • LIST OF TOOLS for the most professional client communications

  • COMMON CLIENT PROFILES How To Spot them and How To Impress Them

1 Module

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