Onboarding Process For Wedding Planners

Step by step process of client onboarding.

Onboarding process for wedding planners. Clients lack the guidance and knowledge required to make an informed decision forcing a shotgun approach to. Our job as a wedding planner is to organize and manage every detail throughout the wedding planning process. 6162016 Planning Process Overview.

Client onboarding serves as your first opportunity to wow your clients and familiarize them with your policies procedures and the overall feel of working with you. It creates an encouraging upbeat environment with clear indicators of how new hires should fit in and contribute. You may also reference this document throughout the event planning process for information.

Details she leads a team of talented wedding planners and event managers in creating unforgettable destination Southern weddings. As the Chief Wedding Planner and Designer of Cocktails. Your clients are used to a simple tap and they have all their answers in the palm of their hand.

Are you struggling to streamline your client workflow. As your business grows it is harder to keep track of the details and stay on top of the hundreds of tasks you provide for. Keep this document and update it throughout the consultation and booking process.

With booking season well underway we thought it would be a great time to hear how planners onboard new brides and kick off the planning process. Walk them through a basic timeline of the process and the tasks that you will perform. Step by step advice to help you set up Aisle Planner for your clients.

When do you need it by. Automate invoicing and contracts. Venue selection is cited as the Number 1 frustration in the wedding planning process.