Grab the proven behind-the-scenes steps to efficiently onboard clients within the crucial first month, setting the stage for a successful partnership.
Discover how to ensure that you, as the wedding planner, are not forgetting important steps to bring your clients into your fold successfully.
Effortlessly organize client information by printing this checklist or effortlessly store it in your digital client folders.
Feel confident onboarding new clients with this 'FIRST 30 DAYS CHECKLIST'
This checklist is tailored for members of the CWP Society, equipping you with the knowledge and strategies to navigate the critical first 30 days of client bookings. This download is your key to giving you a strong foundation on the behind-the-scenes client onboarding.

Meet Your Expert Guides: Laurie Hartwell + Krisy Thomas
As seasoned Wedding Planners with a passion for excellence, we understand the challenges you face in the industry. We've curated 'FIRST 30 DAYS CHECKLIST' to share our insights and help you thrive in client onboarding.
Ready to Elevate Your Wedding Planning Game?
Take the first step towards mastering client onboarding and watch your business flourish. Get your checklist today!
$5.98