Engagement season is here! If you don’t have your systems and processes in place now is the time to get everything organized. You want to do everything you possibly can to make onboarding new clients easy. Today, I’m sharing our two onboarding processes for wedding planners. Even though an onboarding process may be simple it’s so […]

Once a client has completed our on-boarding process here’s our process for our wedding management clients.  This process starts two months before the wedding date. Process for Wedding Management Send all vendors the timeline planning email Start the timeline draft Create the order of ceremony Schedule a venue site visit with the couple Finalize the […]

After the wedding there’s still a few tasks for you to complete as a wedding planner.  Our Post-Wedding Process for wedding planners is very simple, yet very important. Post-Wedding Process for Wedding Planners Send a thank you and congratulations note Request a review from the couple Send the couple our post-wedding survey Create a profit/loss […]

I know you may be thinking why in the world would you need a full service planning on-boarding process when you should remember these simple steps anyway? While I do usually remember the steps to this on-boarding process without having to refer to it I found that it’s much easier and faster to have processes […]