The Client Onboarding System

$47.00

Turn enquiries into signed bookings with a system that runs the same way every time. Response time standards, the first reply that books work, a welcome pack outline, three short questionnaires, payment milestones and the tools to hold it all together.

Description

Couples do not book the best supplier. They book the one who made them feel safe fastest. Which means the money is usually lost in the gap between an enquiry landing and someone replying with something useful — the Sunday night message answered on Wednesday, the proposal that never followed the call, the couple who signed and then heard nothing for three weeks.

This is the full system from enquiry to signed and welcomed, built so nothing depends on how you happen to feel that week.

Inside you will find:

  • The five stages — respond, qualify, propose, sign, welcome — and what each one must deliver
  • A response time standards table you set and publish, from first acknowledgement to routine planning emails
  • The first reply that books work, including how to give a price starting point in writing
  • A sixteen-point welcome pack checklist
  • Three short questionnaires split across the planning year, with the questions that actually get answered
  • A payment milestone table plus the payment rules that keep you sane
  • The signing day checklist — signature, invoice, calendar, files, welcome pack, tracker
  • The six tools that run the system, and what each one is for
  • A printable enquiry tracker and a build-your-system worksheet

It is written for wedding planners, stylists, florists and celebrants who take enquiries directly, whether you handle five weddings a year or fifty.

Once it is set up, your first reply goes out the same day without you writing it from scratch. Couples know what happens next, when they will hear from you, and what they owe and when. Your invoices are scheduled instead of chased. And your enquiry tracker finally tells you which marketing is actually working.

Set it up over one quiet week and it will run for years.

What’s inside

  • The five stages from enquiry to welcome
  • Response time standards table
  • The first reply that books work
  • Welcome pack contents checklist
  • Three planning-year questionnaires
  • Payment milestone table and rules
  • Signing day checklist
  • Printable enquiry tracker