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I'm Terrica - welcome to the SP Blog! Here you will find posts about our past celebrations, tips for planning your big day, wedding planner education and tips, and everything in between! We hope you'll stay awhile!

On-boarding Process for Wedding Management Clients

Wedding Planner Education

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

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