Wedding Management Onboarding Planner Kit

(1 customer review)


The best guide on how to onboard and process new wedding management clients. Our Wedding Management Onboarding Planner Kit shows you how to set up an effective and consistent onboarding process for welcoming new clients and explaining your services, policies, and procedures. With the help of this guide, you will create a client experience that is second to none.

Product highlights:

  • ✔Email templates
  • ✔Time-tracking worksheet
  • ✔Wedding management workflow
  • ✔Welcoming your client workflow
  • ✔Welcome packet design template
  • ✔Timeline preparation
  • ✔Vendor worksheet



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.

1 review for Wedding Management Onboarding Planner Kit

  1. Megan

    EXACTLY what I wanted and needed to simplify my life! I purchased the wedding management onboarding packet, the wedding management planner kit, and the Wedding Management Workflow and feel 100% prepared. They’re fantastic and even thought they overlap a little I would strongly recommend that you get all of them and both ceremony packets so you and your clients will be so prepared. Valerie …. I’ve bought everything. Time to make more!

    • valerie

      Megan, thank you for being my biggest fan!!! I really strive to make simple solutions for wedding planners. Your comments mean I’m on the right track!

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