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The New Client Onboarding Experience

Master the first 30 days of your client journey

The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.

STEP-BY-STEP ONBOARDING FRAMEWORK

onboarding questionnaire swipe file

30-day marketing plan

$97

$199

most popular

Are you a wedding planner looking for business tools to grow your business? Check out our new client onboarding guide, created just for wedding planners. The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.
Are you a wedding planner looking for business tools to grow your business? Check out our new client onboarding guide, created just for wedding planners. The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.
Are you a wedding planner looking for business tools to grow your business? Check out our new client onboarding guide, created just for wedding planners. The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.
Are you a wedding planner looking for business tools to grow your business? Check out our new client onboarding guide, created just for wedding planners. The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.
Are you a wedding planner looking for business tools to grow your business? Check out our new client onboarding guide, created just for wedding planners. The onboarding phase is a critical stage in the planning process–it's where you take your relationship with your client to the next level… and you must get it right. With our onboarding framework you'll save time, build your brand, and create a lasting relationship with your clients in the weeks and months to come.

Ready to create a kick-ass wedding onboarding experience for your clients? I thought so.

There are 8 critical stages to the onboarding process that you must move each client through. Inside this Playbook, I walk you through each phase and by the end you will:

  • Understand how to guide your clients through the onboarding process
  • Have a complete onboarding strategy that nurtures and affirms the customer's purchase
  • Copy and paste my signature onboarding framework into your business
  • Launch your new onboarding process in just a few hours without second guessing what the experience should be like
  • Feel confident in how you welcome new customers to your business

Make the most out of every client you take on as a wedding planner by understanding the essential steps for successful onboarding. Get started today!

A SNEAK PEEK INSIDE

grab the Offboarding Playbook

While you're working on your onboarding process, why not grab our Playbook on how to say goodbye to your couples?

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These Playbooks have 15 years worth of strategy built into each juicy page. Skip making costly mistakes in your business and learn directly from a wedding industry OG.

grab this swipe file

While you're onboarding your clients, send this new client welcome packet. Help your new clients understand their next steps and communicate important info.

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"It's intentional, informative and most importantly NO FLUFF! I can easily take what's provided in the playbooks and apply it to my business the same day."

@haydenandcoevents

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shop bundles

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Curated Bundles for Wedding Pros

BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! BUNDLE IT & SAVE! 

Wedding Planner Business Start-Up Bundle

Wedding Planner Scaling Bundle

Wedding Planner Process Tune-Up Bundle

Wedding Planner Budget Bundle

Canva Templates Bundle

Wedding Planner Business Questionnaire Templates Bundle

all our business playbooks come with:

Built in Strategy

These Playbooks have 15 years worth of strategy built into each juicy page. Skip making costly mistakes in your business and learn directly from a wedding industry OG.

Marketing Plans

When you purchase one of our Playbook items, you'll get a 30-day marketing plan for your wedding biz, including four blog post topics and a social media calendar.

Done-4-U Content

All our shop items take the guesswork of how to do something in your business. Enjoy extra perks, like plug n' play templates and swipe files.