Client Management Kit
YOUR COST TODAY IS $47
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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.