Let us take a sec and talk about a digital wedding planner welcome packet and why you should consider giving one to your clients. The wedding industry is very much in tune with creating a client experience. If you need a good example, just search out a local well-known photographer or DJ and read their reviews. These vendors are often really great at giving a noteworthy client experience.
Wedding Planner Welcome Packet
So why do we care about client experience at all? Well, when you provide a first-rate client experience, you’re going to get those client referrals we all want. When your client’s friend asks, “Can you recommend a wedding planner?” they gush about you and the value you gave them. There is no better lead than a friend who has already talked you up. A client experience, though, is complex. Giving a welcome gift or a wedding day thank you gift is not a client experience. It goes much deeper than that. It’s how you made them feel through the whole planning process. To start the relationship off right, I recommend presenting them with a welcome packet.
Why give a welcome packet?
I hate it when things get lost in translation. You said, “I’ll put your linens on the tables” and the bride heard, “I’ll set up the tables.” The best way to terminate unnecessary drama and bad feelings is to prevent them from happening to begin with. Welcome packets allow you to beautifully present your expectations and processes in one easy-to-read document. This will help you set up your boundaries right from the start. No one likes a guessing game; providing a welcome packet alleviates the wondering and guessing. This is just one more win for the client experience. The bride can’t get salty about you not setting up the tables because your welcome packet clearly outlined your responsibilities.
How to make a welcome packet
There are many different ways to make a welcome packet. Word, Illustrator, and InDesign are all great options if you have some mad skills; I, however, prefer to use Canva. Canva is a free, web-based, graphic design tool with easy-to-use, drag-and-drop features. You won’t find a welcome packet template per se, but you can choose a magazine design template and tweak it to fit your needs. This is easily doable if you have a free weekend, but if you don’t want to spend the weekend designing a welcome packet, go ahead and check out our Lovely Welcome Packet design for wedding planners.
What to put in a welcome packet
A well-rounded welcome packet should have all the necessary information so a client doesn’t have to wonder what’s next. First and foremost, your packet should have a welcome message that explains your passion and how you’re going to help them. Next, talk about the service they purchased, what features are included, and the benefits they’ll be receiving. Don’t forget to include some information about you, your contact information, and your office hours. Your policies and client conduct page is one of the most important parts of a welcome package. This lays the foundation for how a client should treat you and what you expect from them. If you need help writing your own policies, check out our template here. Next, add important dates and your preferred vendor list. If you really want to be helpful, list your á la carte services as well as some useful tools and resources. Finish the welcome packet by letting your client know what the next steps are going to be.
A welcome packet doesn’t have to be super fancy to impress a client, but it is vital to the onboarding and client experience. Creating a top-notch client experience is what will make those clients remember and recommend you. Test out your skills and sign up for a free Canva account. And remember, if you’re feeling a little overwhelmed by the whole project, get started today with our design templates.