Simplified Solutions

Onboarding Your Wedding Clients for Success


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Onboarding can help your business in more ways than you might think! You'll learn about onboarding, setting expectations with clients, and streamlining your onboarding process.
 
 "In the grand scheme of things with efficiency and saving time and money, it's a lot easier to have a software that automates some of these steps for you."

I'm Kristina Stubblefield, and today we're talking about onboarding. Over the years, I've been very fortunate to to work with many wedding professionals, all different types of vendor categories. And one of my favorites is with systems and processes. As busy wedding professionals, really putting in place systems and processes can help you save time and money, but it can also help you define your client experience and build better relationships with clients. This in turn can help you with referrals down the road. So, onboarding is a critical part for any wedding professional. Regardless if you're just getting started as a wedding professional or you've been in the wedding game for many, many years, you should have an onboarding process that is duplicatable.

In this episode, you will learn the following:
1. Onboarding: what is it and why is it important?
2. Great time to set expectations with clients
3. Streamlining your process: how to simplify

Resources:
Join My Free Facebook Group for Wedding Professionals:
http://www.facebook.com/groups/wedprocommunity/

 
 Chapter Summaries:
[00:00:01] - Today on WedPro Business Solutions, Kristina Stubblefield is going to talk about onboarding. Kristina has worked with a lot of wedding professionals over the years and she believes that putting in place systems and processes can help you save time and money as well as define your client experience.

[00:00:55] - Onboarding is a critical part of any wedding professional's onboarding process. It's not going to be the same for everyone. Depending on what industry you're in, he shares some tips on how to do it for your own business. For more information on Onboarding, visit her website, www.kristinastubblefield.com.

[00:02:09] - Engaged couples want convenience. The easier and more efficient the process, the better for both the client and the business owner. It will save you time, energy, effort and money.

[00:04:31] - Share with your client the steps of the booking process. Make a welcome email and a confirmation email. Set the boundaries and let them know how best to communicate with you. Let them know your hours. It's about building a relationship with your client and keeping the lines of communication open.

[00:11:44] - Kristina shares her advice on how to set up an effective onboarding process for your business. She encourages people to evolve their business and their processes.


Connect with Me:
Website: https://kristinastubblefield.com/
Instagram: https://www.instagram.com/kristinastubblefield_
TikTok: https://www.tiktok.com/@kristinastubblefield
YouTube: https://www.youtube.com/channel/UCODw_E9Qq-7f7F9tMZGWWYg/videos
LinkedIN: https://www.linkedin.com/in/kristina-stubblefield-057074a/
Facebook: https://www.facebook.com/kristinastubblefieldpage


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Simplified SolutionsBy Kristina Stubblefield