Wedding Planner Workshop

Client Onboarding & Getting Started Templates

Client Onboarding & Getting Started Templates


Congratulations on booking your next client! They signed, they paid. Now what is next? This template includes everything you need to send a professional welcome email, set yourself up for an organized planning process, collect client information, integrate planning systems and help set your clients expectations and communication boundaries to both planning and coordination clients.

This bundle of onboarding templates includes:

  • Step by step process of client onboarding

  • Welcome email for coordination and planning clients

  • Contact information note template for planning clients

  • Initial call or meeting questionnaire template for planning clients

  • Initial questionnaire template for coordination clients

  • Step by step advice to help you set up Aisle Planner for your clients

  • Welcome to Aisle Planner Email Template

How it works: Once purchased, you will automatically receive an order confirmation and an email containing a link to the templates. Once you click on the link you have 24 hours to download the files before the link expires.

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