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Wedding Planner Consultation Cheat Sheet And Checklist

As a wedding planner, the consultation with a potential client is a crucial step in the planning process. It’s your opportunity to get to know the couple, understand their vision, and showcase your services. To help you prepare for the consultation, we’ve created a wedding planner consultation cheat sheet and checklist.

  1. Pre-Consultation Preparation: Before the consultation, it’s important to do your research. Take a look at the couple’s social media profiles and any inspiration they’ve shared with you. Review your service offerings and make sure you have a clear understanding of their wedding vision and priorities.
  2. The Consultation: During the consultation, use our cheat sheet and checklist to guide the conversation. Topics to cover include:
  • Getting to know the couple: This includes their love story, engagement story, and any other personal details they’re comfortable sharing.
  • Wedding vision and priorities: Discuss the couple’s wedding style, colors, theme, and must-haves for the big day.
  • Budget: This is a crucial part of the conversation. Discuss the couple’s budget, their priorities, and any areas where they’re willing to compromise.
  • Services: Provide an overview of your services and how you can help the couple bring their wedding vision to life.
  • Next steps: Discuss the next steps, including a proposal, contract, and deposit.
  1. Post-Consultation Follow-Up: After the consultation, send a follow-up email to thank the couple for meeting with you. Include a summary of the discussion, next steps, and any additional information or resources that may be helpful.

The consultation with a potential wedding planning client is an important opportunity to showcase your services and build a relationship with the couple. By using our wedding planner consultation cheat sheet and checklist, you can ensure that you cover all the important topics and make the most of this meeting.

Reference Links:

  1. https://bellandbrunt.com.au/blog/the-ultimate-wedding-planner-the-only-guide-checklist-you-need/
  2. https://www.thebridesofoklahoma.com/article/guest-list-cheat-sheet/
  3. https://www.stevenspointweddingplanner.com/cheat-sheet-wedding-tasks-you-can-do-now-part-i/

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