The Eventful Entrepreneur with Christa Graham

Onboarding Clients & Setting Expectations


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Whether you're a seasoned wedding planner or just starting out, this episode will provide you with actionable insights on how to create a smooth and stress-free onboarding process for your clients. We also explore the benefits of automating tasks and using checklists to keep everything on track and ensure no detail is overlooked.

Resources Mentioned:

  • My YouTube Channel
  • Recommended CRM tool: HoneyBook
  • Checklist apps: Trello, Asana, and Todoist.
  • REFINE for Wedding Planners
  • The Contract Club
  • Join the Master Your Email inbox Challenge: www.christagraham.com/challenge
  • Have a question you’d like me to answer on the podcast? Ask here!

    Shop courses: ⁠www.christagraham.com/education

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    The Eventful Entrepreneur with Christa GrahamBy Christa Graham