Client Onboarding for Wedding Professionals
How to start strong, streamline the process and save your sanity.
WEDDING PROS...
Are you ready to get your time back?
You love weddings, and you're a pro at what you do.
But lately, it's getting harder and harder to do what you love because life is getting in the way. Schedule clashes, unrealistic expectations, and meddling family members are making your dream wedding career feel more like a regular old J-O-B with each passing day.
You know it has to be easier than this, you're seeing other people do it. Other wedding pros have the time to spend with their families, and you're ready for that to be you. They also seem to never get that knot in their stomach when they see that one client pop up in their email box.
How do they do it? One word: Onboarding.
Let me know if this sounds familiar...
- Clients waking you up by texting all hours of the night
- Angry parents calling to change things when they aren't even your client
- Clients saying "Oh, I thought you were going to handle that!"
IF THAT SOUNDS ABOUT RIGHT, THEN KEEP ON READING
You know things need to change...
you're sick of
having no free time
you're sick of
ungrateful clients
you're sick of
choosing between work and family
I'VE BEEN THERE
Feeling unappreciated is the *worst*.
You're running yourself ragged for your clients, and they don't seem to understand or appreciate your efforts. They just want to complain.
It's a hard pill to swallow - but you may be doing it to yourself. Clients only react to what they are told at the beginning of the process. And if they don't know what will happen, how it will happen, or any expectations about the process - they will fill in the gaps on their own.
They'll expect the world and then blame you when you don't deliver. They'll call you and text you all the time to nail down the tiniest wedding details that you know could absolutely wait. They might even give you a bad review when you think everything went according to plan.
IT DOESN'T HAVE TO BE THAT WAY.
Imagine how it would feel to...
Set effective boundaries with clients, and gain back precious hours by having them respect your time and personal life.
Have clients contact you only during your outlined office hours, using your preferred mode of communication so no details are missed.
Build client trust right from the start, all while automating the onboarding process without feeling impersonal.
INTRODUCING
Client Onboarding for Wedding Professionals
A mini-course where you’ll learn how to set yourself up for success by starting strong, setting boundaries and managing expectations.
READ UP
The results speak for themselves...
"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
"Run don't walk to purchase this course! I've been in business for many years, have listened to tons of webinars and taken all.the.classes. By and far Client Onboarding for Wedding Professionals has been one of the most well thought-out and structured courses I've ever taken, and I immediately began implementing Margaux's ideas into my workflow. Happily, the results were immediate in that my clients feel more supported and have a better understanding of how we'll work together, which alleviates some of their stress associated with planning a wedding. Giving clear and concise direction in our welcome packet serves to ensure our clients that they can expect an elevated, professional planning process, and that they made the right decision in hiring us! Thank you Margaux!"
DEANNA NASH, Owner, Deanna Nash Events
Ready to change your life & business?
LET'S DIG INTO THE DETAILS
Here's how it all shakes out...
MODULE ONE
Boundaries
No Boundaries = No Work/Life Balance
Here's what you're going to learn:
- Either you time is worth something, or it's not.
- How to both set + enforce your boundaries with clients
- Why boundaries are actually good for clients also.
MODULE TWO
Expectations
Brief description of the module goes right here.
Here's what you're going to learn:
- How to clearly communicate your role
- Setting client deliverables is key to the success of the event and your sanity
- The one thing you're doing to sabotage your client working relationship and how to fix it
MODULE THREE
The Onboarding Process
Brief How to structure your onboarding to work for your business and lifestyle
Here's what you're going to learn:
- The essential steps to effective client onboarding
- When onboarding really starts
- What a standout welcome packet should (and shouldn't) include
BONUS MODULE
COVID-19 UPDATE
Updated May 2020
Here's what you're going to learn:
- What you may want to look at updating in your onboarding in light of the COVID-19 pandemic.
- Why onboarding is now more important than ever.
IT'S EVERYTHING YOU NEED
You're getting access to:
2+ HOURS OF RECORDED CONTENT
In-depth and thought-provoking discussions of all parts of the onboarding process, plus enlightening examples of how it has worked for me and my students.
Learn at your own pace
BOUNDARIES WORKSHEET
A 5-page downloadable worksheet designed to help you think through your own lifestyle and boundary needs to better serve your clients and gain back your time
Use it again if your lifestyle changes
WELCOME PACKET DEEP DIVE
A breakdown of the exact welcome packet I send to new clients. Learn why I've included this particular info and how each part helps my business and my client experience.
Downloadable example included
Ready to get your time back?
LET'S WRAP IT ALL UP
Here's what you get when you join.
Instant access to the complete mini course
Lifetime updates
Bonus COVID-19 Module
Learn-at-your-own-pace Recorded course content
Downloadable Boundaries Worksheet
Welcome Packet Deep Dive
100% MONEY-BACK GUARANTEE
You're covered by our guarantee.
There are tons of online courses out there for wedding professionals. I'm so confident that this course will have a significant impact on your business and your life - I'm backing it up with a 30 day complete satisfaction guarantee.
That's right - if for any reason you are not satisfied with your purchase, I will happily return the purchase price. (But to be honest - I don't think that will happen!)
MEET YOUR INSTRUCTOR
Hey there, I'm Margaux.
In 2014, just three years into my wedding planning business I was diagnosed with Stage IV Breast Cancer. Since then I've had the opportunity to figure out what's really valuable in love, life and business - and I'm sharing all of it. I know what it's like to start from scratch, a few times. I know the kind of resources and education I wish were available to me when I needed them - and how much more open and honest about the realities of business I wished people would be.
So now I'm out here just being the realest wedding pro I can be, sharing what I wish I had known then - and more. On stage, on air and through education.
HAVE A QUESTION?
Frequently Asked Questions
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NO QUESTIONS?