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.