Client Management Kit

YOUR COST TODAY IS $47

Prevent Tension

  • CHECKING IN AND/OR REQUESTING INFORMATION

    Check-In/Info-Request for an On-Track Client

    Check-In/Info-Request for a Client that is NOT On-Track

    First Follow-Up

    Second Follow-Up

    Third and Final Follow-Up

    COUPLES NOT FOLLOWING YOUR PROCESS

    Initial Education (Full Service)

    First Warning

    Second Warning

    THE RAMIFICATIONS OF MISSING DEADLINES

    Prevent Missed Deadlines

    A Client Misses A Deadline or Two (Seems Like it Might Become an Issue but is Still Manageable)

    A Client Has Missed Multiple Deadlines and is not Very Communicative in General

    ADDRESSING AN OVERBEARING NON-PLANNING PARTNER

    Addressing the Non-Planning Partner with Your Client

    Addressing the Non-Planning Partner Directly

    DISARMING AN UPSET CLIENT OR WEDDING PRO

    A Client is Upset About a Delayed Response

    A Client is Upset with a Wedding Pro for a Delayed Response(s)

    ENCOURAGING PROFESSIONAL EMOTIONAL SUPPORT

    CLIENTS COMPARING THEIR WEDDING PLANNING PROCESS TO THE EXPERIENCE THEIR FRIENDS ARE HAVING

    SOCIAL MEDIA AND BRAND MANAGEMENT TO SET OR RESET EXPECTATIONS

    FIRING A CLIENT

    Not Able or Willing to Call First

    If You Spoke to Them on the Phone

    RESPONSE TO A BAD REVIEW

For clear expectations, better relationships, conflict management, and firing if needed.

In this kit, we will focus on helping you prevent tension in the first place, but walk you through disarming and addressing issues if they occur.

These templates are sure to save you time and spare your sanity!

BUYER BEWARE - This information is included in the Wedding Planning Process Kit. Refunds will not be issued.

See below for a full list of included templates.