Wedding Management Onboarding Planner Kit

Description

What should you expect from the Wedding Management Onboarding Planner Kit? Here’s a quick run-through of some of its key features to give you an idea of what’s inside.

Email templates:

Our email templates will save you so much time. Rather than reinventing the wheel, you can simply use these templates when communicating with your clients. Use them as-is or modify them to make them your own!

Time-tracking worksheet:

Keep track of the time you spend on wedding management onboarding tasks with this worksheet. An extensive list of wedding management tasks and time estimates are included, along with space to write the actual time you spent on each task.

Wedding management workflow:

This kit includes a 5-Day HoneyBook Challenge and wedding event management template for HoneyBook that outlines when each task should be completed.

Welcoming your client workflow:

Our client welcome workflow includes advice on countersigning contracts and communicating your policies and procedures, as well as a preferred vendor checklist and tips on how to create a Client Toolbox for added value.

Client welcome packet:

We’ve also included a free, customizable Canva template to help you design your welcome packet. Not sure what to do once you’ve gotten the business fundamentals out of the way? The client follow-up workflow includes next steps after welcoming your client onboard.

Timeline preparation:

You’ll find timelines and questionnaires to help you and your clients stay on track.

Vendor Worksheet:

Stay organized with the vendor lists and questionnaires included in this workflow. Having vendor contact information and details at your fingertips will save you tons of time.