On-boarding Process for Wedding Management Clients

Our on-boarding process for Wedding Management clients is pretty simple and straight forward.  Even though it’s simple and easy to remember I always check off each task in Trello once it’s completed .  That way I’m not forgetting any steps of this process.

In the past before I was really using a process for everything I would forget to send things or I would not remember if I actually did send them without doing a lot of digging.  Save yourself time and create a process for every little thing you do in your business.

On-boarding Process for Wedding Management Clients

On-boarding Process for Wedding Management Clients

  • Receive inquiry – potential client automatically receives our services brochure with pricing
  • Send consultation email with three dates we’re available to meet
  • Consultation booked on calendar
  • Send the couple questionnaire for them to complete before the consultation
  • Meet for consultation
  • Send contract and invoice via Aisle Planner
  • Send timeline planning questionnaire
  • Send welcome gift



Check out our Full Service Wedding Client On-boarding process HERE.

And our Post-wedding Process HERE.


xo, Terrica


I put my heart and soul into my client’s planning experience.

over two hundred fifteen weddings since 2010

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