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Client Onboarding for Wedding Professionals
Module 1: Welcome
Lesson 1: Introduction (8:05)
Lesson 2: What effective onboarding can do for your business (4:58)
Module 2: Boundaries
Lesson 1: Boundaries Overview (8:12)
Lesson 2: Communication Standards, Office Hours + Scheduling (5:32)
Lesson 3: Enforcing Boundaries (12:59)
Boundaries Worksheet
Module 3: Expectations
Lesson 1: Deliverables (8:12)
Lesson 2: Workflow (5:20)
Lesson 3: Family Dynamics (8:17)
Module 4: Onboarding Process
Lesson 1: When onboarding really starts (8:14)
Lesson 2: Your Welcome Process (15:02)
Lesson 2: Welcome Process - Video Part Two (9:08)
My Welcome Packet (13:38)
Lesson 3: CRM + Tech (20:51)
Bonus Module: COVID-19 Update
Contracts, Client Mindset + Changes in Process. (14:58)
Leaning Into Uncertainty (7:49)
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Lesson 3: CRM + Tech
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