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How To Create A New Client Welcome Packet - Step-by-Step + What To Include! 

Candice Coppola
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As a wedding planner and pro, you know how important client experience is! You also understand that the onboarding process for new clients is critical to getting started. Every wedding planner should be sending their couples a new client welcome packet as part of their onboarding process, and in this video, I break down step-by-step what to include in your new client welcome packet and answer some common questions about creating one for your business! So, what should you include in your new client welcome packet you send to clients? Let's talk about it!
RECOMMENDED VIDEO:
Onboarding New Wedding Planning Clients: How To Do It Better
• Onboarding New Wedding...
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// VIDEO CHAPTERS
00:00 Introduction
01:06 What is new client onboarding?
02:43 What is a new client welcome packet?
03:12 What goals shoud your new client welcome packet have?
04:21 How should you deliver your new client welcome packet?
05:24 What should be in your new client welcome packet - tip 1
06:07 What should be in your new client welcome packet - tip 2
07:28 What should be in your new client welcome packet - tip 3
10:32 What should be in your new client welcome packet - tip 4
12:54 What should be in your new client welcome packet - tip 5
14:41 What should be in your new client welcome packet - 6
16:26 How can you make your new client welcome packet stand out?
17:29 How often should you update your new client welcome packet?
// DISCLAIMER
Links included in this description might be affiliate links. If you purchase a product or service with the links that I provide, I may receive a small commission at no additional cost to you. When you click one of our links, it helps me to continue to create free content for you here on RU-vid-so thank you for showing support for me and my channel!
#weddingplanning #weddingplanner #weddingindustry #wedding #weddings #weddingbusinesscoach #onboarding #canvatemplates

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22 июл 2024

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Комментарии : 3   
@mumbaitiger
@mumbaitiger 2 месяца назад
Awesome
@candice.coppola
@candice.coppola 2 месяца назад
Thanks for watching! ❤
@mumbaitiger
@mumbaitiger 2 месяца назад
@@candice.coppola Welcome ♥️
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