Your first consultation call as a new wedding planner can be tricky to navigate, especially if you find yourself working with clients who want to test your knowledge, patience, and expertise. This Initial Wedding Consultation Planner Kit will walk you through this process so you’ll feel confident and in control as you work with new clients.
Here’s what you’ll get inside the planner kit:
Leads 101 Guide:
The first step to feeling confident during a consultation is looking and acting the part. This guide will go over styling suggestions, communication styles, locations, and the forms you’ll need to communicate professionally with potential clients.
Workflow Timeline and CRM Management System:
Streamline your processes and keep your schedule organized with this timeline and a behind-the-scenes look at the Honeybook system. You’ll even get access to the Honeybook 5-Day Challenge.
Wedding Planner Intake Form:
As potential clients find your website, they’ll want to have a reliable way of contacting you to plan their wedding. Find out exactly what needs to go on your website inquiry forms with this template. To get a better understanding of the client consultation process, read this blog post: How To Do An Initial Wedding Consultation.
Email Scripts and Templates:
Responding to new client emails can be a time consuming and (at times) stressful process. These scripts will give you the words to respond to new contacts, confirm meeting times, send proposals, and follow up with your clients.
Initial Consultation Form:
It’s all in the details. And, a great way to keep track of wedding day details is with this Canva initial consultation form. Print it out and take it with you to every consultation you have with potential new clients. You can even customize it to fit your brand and the types of clients you work with.
Practice Consultation Script:
Use this script to gain confidence as you speak with clients about the services you offer and pricing. Being prepared (and knowing what to say) can help you breeze through those tough conversations.
Wedding Services Accounting Guide:
This guide will walk you through invoicing, setting money aside for taxes, asking for retainer fees, and more. A great way to stay on top of your finances as you start booking more weddings.
Initial Wedding Consultation Video:
Want to see the back-and-forth between a wedding planner and a new client? This video will give you a behind-the-scenes look at a consultation in action, helping you prepare for your first time.
Ready to feel confident about your next wedding consultation?
Get this Initial Wedding Consultation Planner Kit today.
If you want to learn more about running a profitable wedding planning business, join me inside the Launch Your Wedding Planning Biz Masterclass.
Hi, I recently purchased your “the initial consultation kit” and it’s amazing, thank you, very resourceful.
I love hearing this! Thank you!
The Initial Wedding Consultation Planner Kit is so incredibly thoughtful, detailed, and helpful. It helped me answer questions I didn’t even know I had. The steps are practical and easy to follow, and each area of the meeting has specific templates I am able to use in a way that saves me time and energy. I am excited for my next Initial Consultation Meeting to put everything I have learned from this kit into practice. I would absolutely recommend this Planner Kit for any planners out there looking to get better at their Initial Wedding Consultations.
Thank you Madison!
It’s extremely helpful when figuring out the right way to communicate with a client during the consultation phase.
I started using this and my booking rate went up instantly because this is so important. Excellent tool.
Thank you Megan!
Elizabeth Hayes –
I was lost, confused and severely unprepared. I wanted to crawl under a rock and hide knowing that I had 2 days to figure out how fake it because it was my first consultation scheduled. Afterwards, I felt ready for my first consultation! I practiced on my sister, mom, friend and fiance – they were all shocked and impressed by my professionalism and flow of the meeting. I was able to answer a vast majority the questions they had and even when they threw an oddball question my way, I had the confidence to come up with a great answer without skipping a beat! I understood that I was in complete control of the meeting and I felt like I should have never planned the consultation to last a full hour 😅 This is absolutely worth every single cent you pay! I was so grateful to have the real consultation example, the many email templates and the advice all packed together. Its a wonderful read that only took me 3 hours to read through, digest, and correct my current way of communicating with potential clients.
Wow! Thank you for such kind words. This review will help others!
Akilah Atiba-Davies –
This was exactly what I needed when I first started 2 years ago. Not only that, I still use it today with my clients and I love it. It helps me feel confident and knowledgeable without distracting from my personality.
Hi Akilah, thank you so much for your kind words – we’re really glad you like the planner kit! It’s definitely been a labor of love and we’re honored to have helped so many wedding planners get their business off to a great start. 🙂 We hope you’ll continue to find it useful in the years to come.