Here's My Exact Guide To Onboard/Close Out Wedding Clients!

To get five FREE TIPS for aspiring wedding planners, CLICK HERE!

-

Do you have a streamlined process for booking new clients and closing out weddings?  Where do you track it?

I personally use Aisle Planner (Use code SIMPLYSWEET 30 day trial + 25% off your first three months!) to track onboarding/closing out clients!  Check out below for my exact checklists!  

Onboarding A New Client:

• Create and send contract

• Create and send invoice

• Countersign contract and confirm initial payment is received

• Send welcome email

• Create project in Aisle Planner

• Send client intro to Aisle Planner

• Put wedding in calendar

• Add client to event schedule (this where I track all upcoming events along with staffing)

• Add client's info to email list

• Add client's name to ROI sheet (this a sheet to track the ROI of our leads!)  

Closing Out A Client: 

• Send request for a reviews

• Add clients name along with vendors/instagram handles to "photo marketing" document (this is a sheet I can easily reference when posting photos on social media for vendor credits)

• Pay staffing

• Send thank yous to all vendors

• Obtain wedding photos (6-8 weeks)  

I hope this helps inspire you to create your own onboarding/close out list or perhaps update the one you already have!     Doing this on Aisle Planner is SO easy!  I created these as checklist templates and import them to each client's lead record upon booking!  And remember, you can try out Aisle Planner FREE for 30 day, plus get 25% off your first three months!  Just use code SIMPLYWEET on checkout!  

-

To get five FREE TIPS for aspiring wedding planners, CLICK HERE!