Onboarding for client success

Wedding planning client onboarding template

This checklist will guide wedding planners and clients through the onboarding process, helping you to gather all the necessary details to make your client's big day perfect. Bring calm to chaos, and show your clients you've got everything covered.

Use this template to onboard your clients.

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Wedding planning client onboarding

Welcome to our agency! We are thrilled to help you plan your dream wedding. This checklist will guide you through our onboarding process, helping us gather all the necessary details to make your big day perfect.

No due date

Link tasks to actions, such as completing forms or booking meetings

Initial setup and administration

Let's get the official paperwork and setup out of the way so we can start the fun part of planning your wedding.

Sign the agency contract

Please review and sign the wedding planning agreement sent to your email.

Pay the initial deposit

Submit the retainer fee via our payment portal to officially secure your date with us.

No due date Open URL

Create client portal account

Set up your login for our wedding management software where we will track all progress.

No due date Open URL

Countersign contract and send welcome gift

Finalize the contract signatures and mail out the client welcome package.

No due date Any team member

Tasks can be for the clients being onboarded, or for the team

Vision and inspiration

Help us understand your style, preferences, and priorities for the big day.

Complete the couple questionnaire

Tell us about your love story, preferences, and must-haves for the wedding in our intake form.

No due date Complete form

Share your Pinterest board

Link any mood boards or inspiration folders you've put together so far.

No due date Complete form

Set preliminary budget expectations

Fill out our budget worksheet to help us understand your financial comfort zone.

No due date Complete form

Review inspiration and prepare initial mood board

Review the client's submissions and create a cohesive professional mood board for the first presentation.

No due date Any team member

First planning meeting

Our first official meeting to align on the roadmap and start booking vendors!

Schedule kickoff consultation

Book a time on our calendar for our official kickoff meeting.

Prepare kickoff meeting agenda

Put together the talking points and initial design concepts for the first consultation.

No due date Any team member

Attend kickoff consultation

Meet with your dedicated planner to discuss the roadmap, budget, and next steps.

No due date

Send meeting recap and vendor recommendations

Provide a summary of the kickoff meeting and officially begin the venue and vendor search.

No due date Any team member

Click the button below to edit or add tasks, add due dates, and much more...

Free plan • No credit card needed

Customize this template

Or build your own

How to use this template

Wedding planning onboarding your clients will love

Step 1

Grab this template

Step 2

Send to clients

Only needs an email address. Or add an open invite link to your existing welcome emails.

Step 3

Clients complete tasks

  • Email reminders keep things moving
  • Ask questions or clarify with comments
  • Summary page shows everything you need to know

Free plan • No credit card needed

Customize this template

Or build your own

Loved by 4,500+ happy users

The perfect way to onboard clients

Your brand (even the emails)
Instantly know what's been done
Shows clients what to do
Chases up while you sleep
Everything lives in one place

Free plan • No credit card needed

Customize this template

Or build your own

Sick of the onboarding admin?

Switch to friction-free customer onboarding software

Secure link, no passwords

Accessing a plan (or getting back into it) is as simple as following a link. We're obsessed with useability.

Comment & collaborate

Customers can ask questions right from within a task. They can also invite others in to help them, without bothering you.

HubSpot ready

  • Start new onboarding plans inside HubSpot
  • Adds events to the timeline
  • Updates custom fields
  • Attaches photos and documents

If you don't use HubSpot, no problem. It works great without it too.

White label (including emails)

Every interaction, from invite through to the task page, showcases your brand.

Does the chasing up

Never send a "checking in" email again.
We'll make sure tasks always get done, on time.

Helps you improve

We'll ask clients to rate their onboarding experience.

  • Helps you to constantly improve your processes
  • Make sure your team are delivering exceptional service

Free plan • No credit card needed

Customize this template

Or build your own

Handles complex onboarding too

Calculated due dates

Set due dates calculated on the fly from the start date, a target date, or based off when other tasks are completed.

Sequential tasks

Choose to make tasks sequential, so that tasks need to be completed in order.

Frequently asked questions

How can I use this template?

Just click Customize this template above and we'll take you through a couple of simple steps to create an Onthen account and copy the wedding planning client onboarding template into it.

Once that's done we'll take you straight into the template editor where you can customize it to your exact needs (there's bound to be a few things you'll do differently).

Finally, once it's ready you can use it to create individual checklists (we call them 'plans') for each of your clients. Just type their email address and we'll do the rest. As they move through the tasks, you'll see their progress in the dashboard.

Who is this wedding planning client onboarding onboarding template for?

If you run a team that needs to onboard clients then the wedding planning client onboarding template is a perfect starting point.

You'll first be able to tailor the template to your team's needs, by editing, removing or adding tasks to suit your onboarding process. When it's perfect, onthen has all the tools you need to easily invite clients to it and make sure all the tasks get done, on time.

How do clients use it?

First you'll invite clients to the checklist. You can either send an invite manually, through our HubSpot integration, or by using an invite link that lets anyone with the link create a new checklist.

Your clients won't need to create an account or a password, they'll simply access it with a 6-digit code we'll send to their email.

It's really easy to use and there's nothing to navigate, it's a simple single page onboarding plan that looks pretty much like you see above.

If any task gets forgotten about, we'll send email reminders to nudge your clients to complete everything.

Free plan • No credit card needed

Customize this template

Or build your own

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