9 Components Of A Successful Client Meeting

Client meetings are hands down one of the biggest roadblocks I see new and seasoned wedding planners and coordinators make. While a client meeting might sound simple, without the right gameplay and strategy, it can fall apart quickly!

WHAT YOU'LL LEARN:
  -  When to schedule meetings with clients
  -  How to prepare for a meeting with your clients
  -  How to stay on track during client meetings
  -  How to educate the client on what they can expect from you after a meeting
  -  What to do post-meeting to ensure planning success

You will walk away knowing how to efficiently get all the information you need to plan their event while making them feel comfortable and, most importantly, heard.

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  The Slide Deck
  -  BONUS: A Wedding Planner's Guide To Building a Game Day Playbook. Learn how to
     create your own Game Day Playbook and turn these client meetings into a clear and
     easy-to-use Playbook!

Getting Your Systems And Workflows In Order

One of the biggest beliefs in my business is that systems and workflows make every single aspect of wedding planning easier. Not only does it help you feel more organized and improve your productivity, but it also elevates your client experience.

And if you have been dreaming of growing a team, you need systems in place NOW!

WHAT YOU'LL LEARN:
  -  What you need to stay organized
  -  How to use templates to save HOURS each week
  -  How to automate pieces of your process so that you don’t just save time but know that
     nothing will fall through the cracks
  -  The exact systems and tools you need to get started (or rehaul your current business)
  -  The strategies you need to set up all of your workflows

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  The Slide Deck
  -  BONUS: My Wedding Management Workflow
  -  BONUS: My Vendor List Template

The Details

here's what's included WHEN YOU PURCHASE THE BUNDLE

Mapping Out The Client Experience

One of the most common topics for wedding planners to explore is how to attract more ideal clients. And, for great reason – we all want to love the couples we work with! But one thing most planners don’t realize is that so much of attracting your ideal clients is in the overall client experience you create. You want your couples to share how much they loved working with you during their wedding planning journey, and not just on the wedding day itself!

WHAT YOU'LL LEARN:
  -  What makes up a great client experience (and how to elevate yours!)
  -  5 steps to creating a client experience your couples will rave about for years to come.
  -  How to map out this experience, step by step

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  The Slide Deck
  -  BONUS: The exact Client Checklist I send to my wedding management clients
  -  BONUS: My client review request email template

Know Your Numbers: Your Path To Profitability

As wedding planners, our finances are confusing. Every client has a different package, expenses, and payment dates. But that is all the more reason to keep track of everything!

In this workshop, I share the important financial numbers you need to know in your business, from the documents you should have in place, the tools you can use, and how to conduct quarterly and annual reviews.

WHAT YOU'LL LEARN:
  -  The important financial documents you should have in your business
  -  How to evaluate - and cut - your expenses to increase your profitability
  -  Different types of financial tools you can add as your business grows, including the
     benefits of putting yourself on salary
  -  How to create and utilize cash flow documents to make informed decisions and keep
     your business on a profitable track
  -  Prepare for success by learning to create a roadmap for your business, and conduct
     quarterly and annual reviews

You will walk away empowered to make informed financial decisions!

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  BONUS: You will get my Cash Flow template so you can get started mapping out your
     numbers right away!

Overhaul Your Offer Suite And Reduce Scope Creep

Your services are the backbone of your business – and often where I find wedding planners and coordinators losing money. They get caught up in packages that have unlimited services, unlimited hours, and, unfortunately – limited profit.

In this workshop, I will guide you through how to overhaul your wedding planning services and learn how to easily present these new packages to prospective clients!

WHAT YOU'LL LEARN:
  -  How to refine your wedding planning services for maximum clarity, increased client
     satisfaction, and more profit
  -  How to review and redefine your service offerings and highlight the value you bring to
     the table
  -  How to identify scope creep and set clear boundaries between the different offerings
     you provide
  -  Common pitfalls in creating a price list or services guide and how to avoid client
     confusion
  -  Why consistency in package information is important
  -  The benefits of adding A La Carte offerings and how they will help your services stand
     out

You will walk away from this workshop motivated and equipped to overhaul your offer suite for maximum profit!

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  BONUS: You will get an A La Carte Offerings Worksheet, with some of the most popular
     A La Carte options you could offer and to map out your own so you can start adding
     them to your offer suite right away!

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Up Your Marketing Game And Book Your Dream Clients

Whether you want to attract more clients or focus on niching down, your marketing should never take a back seat!

In this workshop, I share the biggest things you should know about marketing your wedding planning business, from blogging to SEO and social media.

And no - Instagram is not the only way to reach your ideal clients. In fact, if you've been putting all of your marketing eggs into one basket (ahem, Instagram) - this training will teach you how to implement a marketing strategy that is sure to land you in more local search results... without relying solely on Instagram!

WHAT YOU'LL LEARN:
  -  Why blogging is a powerful tool for improving your SEO and increasing your visibility
     in search engines.
  -  Simple ways to enhance your blogs SEO, including our favorite tools.
  -  Essential SEO strategies, including setting up a Google Business account, guiding
     clients to leave Google reviews, and showcasing your best work.
  -  How to outshine pay-to-play platforms with effective SEO strategies, and the best ways
     to attract high-quality leads without the hefty price tag.
  -  How to harness the potential of Pinterest and Tailwind to boost website traffic and
     engage your audience.
  -  How strategic repurposing can save you hours every month.

You will walk away with a better understanding of why SEO shouldn't be overlooked, and motivated to start blogging again!

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  BONUS: You will get the exact Blogging Workflow I follow so you never forget a step.
  -  BONUS: You will get 10 custom Canva templates to use for Pinterest graphics and
     embed in your blog posts.

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Get Your Business Ready To Grow A Team

If you have been thinking about growing a team (or have dreams of doing so in the near future), this workshop is for you!

In this training, I show you a high-level overview of what it means to add a team, what it can look like, and what you need to have in place in the off-season so that you can start growing your dream!

WHAT YOU'LL LEARN:
  -  The critical things you need in place before you can start to grow a team.
  -  How to establish a reasonable timeline for expanding your team and the foundational
     elements to create, including training materials, SOPs, email templates, and more.
  -  The SOP’s you need to make before you start hiring.
  -  My hiring method, including how to hire, train, and sell your newly established team.

You will walk away with a better understanding of what it could look like to scale your wedding planning business by growing a team and how you can start taking action right away!

WHAT'S INCLUDED:
  -  A replay of the workshop
  -  The Q+A
  -  BONUS: A Workflow Audit so you can self-audit your current systems, and get your
     business ready for a team!

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