So you’ve booked your first client now what?
Impress your new wedding planning client with a warm welcome and a streamlined onboarding process with this Canva Plug & Play Welcome Guide Templates for wedding planners and event planners. Reassure clients that they have made the right choice by choosing you detailing the next steps, listing policies and procedures and outlining exactly what to expect when working with you.
Available as part of an Initial Wedding Planner Client Consultation bundle here.
Prepare clients for an amazing client experience, get them excited to work with you, and showcase a professional brand.
Designed in Canva this template is an easily customizable plug and play document that will save you time and have you looking professional. Easily add your own content, switch out images, change fonts and colors and adjust your template for each new client if needed.
Here’s everything you’ll receive with this bundle:
- 16 Page Set-up and Instructions PDF
- 11 Page Canva Plug n Play Welcome Guide Template
- 3 Cover Page Options
- Welcome Page
- Package Details
- How to Keep in Touch
- 2 Page Planning/Design Process
- Communication and Office Hours
- Policies and Guidelines
- What’s Next
How it works
Upon purchase, you'll receive a A Zip File containing PDF’s and Canva links. Then, you’re ready to edit! No physical product will be shipped.
Returns & Exchanges
I cannot offer refunds or exchanges on digital downloads. Once you’ve received the files, the sale is final. But I can and will do everything possible to make sure you are happy with your order. If you have any , I will work with you until your issue is resolved. Should you have any issues or questions about your download please send an email to eventcoachcarter@gmail.com
Affiliate disclosure
These documents may include affiliate links to products. I may receive a commission from purchases made through these links.
Copyright
All forms are created for professional wedding planning and are for personal use only. They are forbidden to be shared or resold without written permission. You accept the terms and conditions by purchasing this file.
Disclaimer
The contents of this document in no way constitutes legal advice. Always consult with an attorney to be sure you are in full compliance with the law on any legal matter, including licensing, business entity registration and administration.
Please be sure you have a basic understanding and know-how of Canva as we are not available for tutorials on using the program. Please note if you've never used Canva before you will still be able to edit this document! The learning curve is not steep and you will be a Canva pro in no time, just with basic use.