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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

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

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.

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, add our budget questionnaire swipe file and enhance the budget service you offer your couples.

add it to my brain

"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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that's me looking profesh

Hi there! I’m Candice–your new tell it like it is business BFF.

I'm also a business coach, skincare junkie, and Bravo-holic living my best life on an island in the Caribbean. When I'm not binge-watching housewives or trying to keep my wrinkles at bay, you'll find me helping women in the wedding industry grow their business to new heights.

I've been mentoring wedding industry entrepreneurs for over 10 years, mostly while I was growing my renowned wedding planning & design company.

In 2019, I sold my 6-figure business so I could help you build the kind of business that you want.