Part of this is including both the wedding addressing spreadsheet (more on that in a sec, you’re welcome to steal mine for your clients!) as well as an etiquette guide. ![]() I like to deliver this with HoneyBook’s Flows feature, and outline numerically what I need to get started. It’s a part of client onboarding you can pry from my cold, dead fingers-it’s integral. (We STILL do this years later for my copywriting business, and I’m OBSESSED. It’s hefty, but includes the need-to-know about working with me, presented in a magazine-style format. This email fires after that first payment came through & the agreement is signed. How to Send a Client Welcome Packet as a Wedding Calligrapher It’s a LOT more than just typing up what you can do for someone and pressing that send button (kinda nerve-wracking)-there are some ninja secrets that I’ve learned to weave into the process, and I’m breaking it down in this video. There are a few things involved in booking a client for a high-end service, but one is sending a killer proposal. Click here to read up on my sales call workflow! Wedding Calligrapher Contract/Proposal Process ![]() Sidenote-I’m IN LOVE with sales calls … it took me a long time to nail, though. To outline a few things there, these extra details below may help! You can see my steps below, but for dozens and dozens of brides, here’s how it went: Ok, after a client is officially signed and booked, the fulfillment portion of the workflow kicks in. Wedding Calligrapher Client Onboarding Workflow You may also be interested in: My Sales Call Workflow Here’s your guide to creating your own wedding Excel template - orrrrr a guide to just using my free wedding guest list template as your own. In this post, I’ll give a little bit of a behind-the-scenes into one part of our client process: onboarding bridal and wedding clients WELL to set me up for success as the service provider. ![]() If we’re going to charge BMW-style prices for our clients (aka: high-end, white glove-level service), then we need to give a BMW experience. I’m also crazy-obsessive about a high-end client experience: Even when I still offered calligraphy services-before I moved to full-time copywriting services & was still going half-and-half, I said then what I still say now: Being a wedding calligrapher (well, that and being my own proxy wedding planner when we got married) taught me a thing or two about organizing a wedding guest list spreadsheet.
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