Find out how to create a stand-out client onboarding process in order to provide an elevated client experience and generate referrals!

I don’t know about other people, but I love structure. No matter what field I’m working in, I love to be organized (even what looks like a mess is

Full Service Planning On-boarding process for wedding planners. Get our exact step by step process for on-boarding full service wedding

Get my master system to use Trello to manage your buisness operations from yearly planning to your CRM system there is a template for that!

In this post I explain all the ways creating a wedding planner mood board can help your business thrive and help set you apart from the competition.

ClickUp is a project management tool that allows you to organize your business, write to-do lists, keep track of projects & more!

One of the very first processes that I put into place in my business was a client onboarding process. Here's a look at the process I follow for each new client

Client onboarding automation will save you time and impress your clients with your professionalism. Set up your system for free using these tools!

I don’t know about other people, but I love structure. No matter what field I’m working in, I love to be organized (even what looks like a mess is

The step-by-step process that I use for On-Boarding Clients in my Virtual Assistant Business. Check out exactly how I do it here!

It's difficult to keep track of everything in a small business. Here are my business tools that every small business should take advantage of.

Onboarding is an often underutilized part of a new sale. Use these new client onboarding best practices to start your relationship off on the right foot.

Whether planning private celebrations, non-profit fundraisers, or corporate conferences, the goal of the event planner is to visualize their client’s idea and then bring that vision to life. But how do event planners accomplish this task? What does an event planner do, exactly? In this article, we break down what event planning is. We look…

If you're looking for 5 tips on crafting a business plan, you've come to the right place. In order to have a thriving wedding business that fuels your meaningful life, you can’t skip one essential first step...

A simple and powerful Strategic Account Plan guide and template for busy Account Managers who need a client strategy. Fast.

You've landed a new client you worked hard to convert. Congratulations—now what? Here's our 8-step client onboarding checklist to help you kick things off right.

Vision boards are powerful tools that help you grow your business and serve as tangible reminders of the things you want to have in your life and biz.

Get my master system to use Trello to manage your buisness operations from yearly planning to your CRM system there is a template for that!

Discover 45 questions top planners ask of wedding and corporate clients. See why great event planning questionnaires include these critical details.

Client Management Business Planner, Client Tracker, Project Planner, Client Management Planner, Social Media Client, Project Management, Client Organizer, PDF Digital Download, Printable Planner, Intake Form, Project Tracker The Client Management Planner is ideal for client-based organizations wishing to manage and systemize their workflows. Perfect for business owners, service providers, virtual assistants, project managers, and social media managers. Keeping track of all the details, information, and tasks for each of your projects and outlining your detailed strategy for accomplishing the client's goal. ---------------------------------------------------------------- ✨WHAT'S INCLUDED? - Available in both A4 and US Letter size printable PDFs - Consists of 44 pages, including 2 cover pages. • 2 COVER PAGEs • PROJECT CALENDAR • CLIENT PROFILE • ACCOUNT INFORMATION • SERVICES • CLIENT ORDER FORM • CONTACT LIST • CLIENT DETAILS • CLIENT TRACKING • CLIENT INTAKE FORM • CLIENT FOLLOW UP • LEAD GENERATIONS • APPOINTMENT TRACKER • MEETING PLANNER • ONLINE EVENTS PLANNER • MEETING NOTES • CLIENT CHALLENGES • DISCOVERY CALL • CLIENT TIME TRACKER • CLIENT AGREEMENT • CLIENT PROJECT • CLIENT WORK LOG • CLOSING TRACKER • CLIENT CALL LOG • FOCUS PLANNER • PROGRESS TRACKER • PLAN OF ACTION • WORK SCHEDULE • WEEKLY HOURS • MONTHLY FEES • PROJECT MANAGEMENT • MY PRIORITIES • PROJECT PLANNER • PRIORITY MATRIX • PRODUCTIVITY WHEEL • POMODORO TRACKER • GOAL MILESTONES • PASSWORD TRACKER • 2X NOTES ---------------------------------------------------------------- 📌PLEASE NOTE - Please review the listing photos for comprehensive product details. For the best view, zoom in on a desktop or iPad/tablet. - After your purchase, click 'View your Files' to initiate the download. - When printing, select "fit to printable" or "fit to page" in your printer settings to ensure proper formatting. - Please note that colors may appear slightly different due to variations in monitor and printing settings. - This product is for personal use within your business only. It should not be resold or shared with others. 📌If you have any questions, please feel free to message me! I am happy to help. I'm always adding new items, and please do favorite my shop to let you know when it arrives. Please give them a try, and thank you for your support. ©FlairShine. All Rights Reserved

Building your event planning portfolio is an important step toward getting more clients and higher budget events. There are 8 things to include in your portfolio to have the ultimate professional look to show clients. Watch this video for an overview of the steps and read below for more details: A portfolio is an important […]

“I started my coaching practice to help people — not to spend hours every week on social media!” I’m here to tell you that “marketing” your business on social media can and should be fun, rewarding, and soul-nourishing ! If you approach it the right way, your social media content can not onl

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

Attracting your dream clients doesn’t have to be complicated, but there are a few rules you should know! Follow all of these rules, and you’ll be attracting your dream clients in no time! 1. Have a clear offer + message The first rule is to always be CLEAR and as simple as possible in your messag

After many versions, I have finally created what I think is the perfect client welcome packet. Here's what's inside -

Improve your client experience with my best practices and avoid common mistakes when onboarding new clients. Use my client experience onboarding checklist and tips to create a simple onboarding experience your clients will love. Streamline your client onboarding process for interior designers. Clien

Use my tried and tested client onboarding process to help you create your own unique onboarding process for your specific business and client needs!

Let's make sure you have a streamlined, optimised and automated onboarding process for your design clients using Dubsado.

These seven questions will help you identify your ideal client so that you can market and grow your business with ease and enjoyment.

Let's dive into how you can organise and automate the steps of your design client offboarding process using Dubsado.

Learn how to create a welcome packet for new clients quickly. Know what to include in a client welcome packet & use a template to save time.

How to create a designer for a day service. How to create a design day service. How to package your interior design services.

After many versions, I have finally created what I think is the perfect client welcome packet. Here's what's inside -

[Notion Template Client Portal, Notion Dashboard, Project Management, Notion Client Tracker, Notion Design Creative Freelancer,Notion client.] Introducing the Client Portal Notion Template – your all-in-one solution for streamlined project management! This comprehensive template includes a range of interconnected pages specifically designed to enhance collaboration and efficiency with your clients. WHAT IS INCLUDED: ✓ Welcome page ✓ Questionnaire page ✓ Proposal page ✓ Task manager page ✓ Resources page ✓ Brand kit page ✓ Meetings page ✓ Revisions page ✓ Final deliverables page ✓ Payments page ✓ Feedback page HOW IT WORKS: 1. Purchase (Instant Download): You would need to purchase the template, and upon completing the purchase, you will receive an instant download link. 2. Download the PDF (Access the Template): Use the download link provided to download the PDF file of the template. Make sure to save it to a location on your device for easy access. 3. Duplicate the Template (Start Planning!): To start using the template, you will need to have a device (desktop, laptop, smartphone, or tablet) with access to Notion. If you don't already have a Notion account, sign up for a free personal plan. Once you're logged in, you can duplicate the downloaded template into your Notion workspace or create a new workspace and import the template there. YOU WILL NEED: 1. A device to access Notion (e.g. desktop, laptop, smartphone, tablet). 2. A Notion account (You can sign up for a free personal plan). 3. Basic understanding of how Notion works. SOME THINGS TO NOTE: — The template is optimized for desktop or laptop use and may appear differently on smaller devices. However, its functionality remains consistent. — This template only works with the Notion App or the Notion Website. It will not work with any other applications. — It's a digital download, so no physical items will be sent after the purchase. — All materials are for personal use only. You are not allowed to distribute, sell, reproduce, or use them in any form.

A proven process + supportive community for anyone wondering how to become a wedding planner who gets paid, published + personally fulfilled

Check out my 15 top tips to get more clients - whether you're a blogger, entrepreneur, coach, content creator - this advice will upgrade your strategy!

Client onboarding automation will save you time and impress your clients with your professionalism. Set up your system for free using these tools!

Take a look inside my proven client onboarding process and the key components for onboarding a client as a service provider regardless of your industry that keeps you protected, keeps your client delighted, and keeps the back-and-forth email exchange to a minimum. Uh, yes, please!

I don’t know about other people, but I love structure. No matter what field I’m working in, I love to be organized (even what looks like a mess is