Client Onboarding for Wedding Professionals
How to start strong, streamline the process and keep your sanity.
Wedding Pros: Has any of this happened to you?
Has a client kept you awake at night by texting you after hours about tiny details that could easily be solved tomorrow?
What about an angry mother calling you to complain when she's not even your client?
Maybe you've had a client say: "Oh, I just assumed you were going to handle that."
If so, you've come to the right place!
What if I told you a structured onboarding system could solve all of these problems and more, before they even start?
"As a lifelong people-pleaser, setting boundaries with clients doesn’t come very easily. There’s SO much pressure to respond to texts, Instagram DMs and unscheduled phone calls at all hours of the day. And it’s not just stressful, it distracts me from what I’m actually here to do! I’ve always been scared that setting boundaries would take away from the value I offer my couples, but after watching Margaux’s Onboarding Course, it’s clear that it’s actually the opposite! By creating, communicating, and implementing the strategies within this course, I’m confident that I’ll not only be able to serve my clients better, but I’ll be able to systemize the onboarding process in a way that feels integrated with the rest of my client experience too (and maybe even get my life back in the process!) If you’re tired of the stomach lurch of receiving a client text at 11 p.m. or just want to create an on-boarding process that feels “on brand” with everything else you do, this course is a MUST."
- Morgan Pirkle, Owner, Kept Record Photography
What if You Could:
- Get clients to only contact you during your set business hours?
- Figure out how to set effective client boundaries (and keep them)?
- Automate your client onboarding without it feeling impersonal?
- Gain back your precious time throughout the client experience?
- Build client trust right from the start?
This mini-course will help lead you through defining your boundaries, expectations and a streamlined process for those first, crucial steps in your client relationship.
Keep scrolling for to see all the modules + lessons included with this course!!
Over an Hour of Recorded Content
20+ Pages of Downloadable Content includ. Worksheets + Guides
Deep Dive into The Harmony Creative Welcome Packet
This course is closed for enrollment.
Want a sneak peek at this course?
Below you'll find the list of the exact modules, lessons and inclusions for this course.
You can also check out the entire 'Welcome' Lesson FOR FREE to discover:
- Why effective client onboarding is no longer an 'option' in this day and age
- Why starting strong is even more crucial in our very personal business
- The single biggest mistake wedding pros are making in the onboarding process
Gorge Photos from top: Laura Pedrino, Meghan Christine Photo, Brian Mosoff, Caca Santoro
Owner and Creative Director of award-winning boutique wedding planning firm Harmony Creative Studio, Margaux Fraise is a recovering fashion addict, and lover of minimal style with a twist. She began her professional life as a retail consultant working with brands like Nike, Lucky Brand Jeans, Ben Sherman, Cotton On and Yahoo! Seeking a career change, Margaux explored the world of events and discovered her perfect match.
Since 2011, her goal has been to design weddings with intention, infusing celebrations with her signature style yet still tailored to each couple. As a result, her work has been featured in numerous publications and blogs, including Style Me Pretty, Brides, Ruffled, Destination Weddings + Honeymoons, Green Wedding Shoes, among others.
More recently, Margaux is dedicating time to the industry she loves so much, serving as a wedding business educator and motivational speaker. Her signature talk explores safeguarding your event business from the unexpected, drawing experiences from her own battle (and triumph!) with stage 4 cancer. Her meticulous onboarding, planning, design and execution procedures have also caught the attention of her peers, and she speaks regularly on efficient systems for creatives both in person at conferences and as a frequent industry podcast guest.
She has been happily married to her husband Chad since 2012, and together they have an adorable terrier mix Clarence who basically runs their life.