Meeting Management


If you’re a new planner, chances are you’re excited and a little nervous
when it comes to hosting a professional meeting with a potential client, especially if you’ve never done it before.

The biggest challenges and the most common questions and concerns from new planners is that you’re worried about getting it right.
You really only get one chance to make that first impression.

If you’ve ever wanted to be a fly on the wall during a client meeting, here’s your chance to really get the inside scoop.

I walk you through my entire process, meeting by meeting, so you’ll know the types of things to be ready for
when facing a couple inquiring about your professional services.

Product Description


SESSION 1:  Initial Meeting:

  • How to prepare for a first meeting with a new client
  • What to bring/share/show
  • The importance of the Quiz and Priorities Checklist
  • How much info to give, and when to hold back
  • Dealing with objections
  • Sharing your Unique Selling Proposition


Session 2: Wedding Budgeting:

  • Basic Budget Breakdown
  • Which areas are ALWAYS a MUST HAVE
  • Priority-Based Budgeting
  • Jigging the Remaining Budget to Make the Numbers Work
  • Ensuring the Client Gets the Biggest Bang for their Wedding Buck
  • Real Time Budgeting Exercise
  • Bonus: Free Budget Template


Session 3:  Timeline Meeting:

  • How to prepare
  • How much time is required
  • What are the steps to ensure nothing is missed
  • How far in advance should this be done
  • Vendor inclusion or exclusion (when, how much info and more)


Session 4:  Rehearsal and Final Week Preparations:

  • How many revisions need to be shared
  • Who actually needs to know this
  • How much communication is required and when
  • How to manage the Wedding Rehearsal
  • What information should be shared the night before


Session 5: Wedding Day Execution:

  • How many hours will you work
  • How many staff members on site
  • When should you arrive / stay until
  • Extra profit vs. extra bodies
  • How to provide over the top service
  • Tools for excellent execution


This FIVE session course provides:

  • Full access to all the video tutorials
  • Homework assignments
  • Meeting Management Flow Charts
  • Tried and true templates and checklists
  • Work through the videos at your own pace – all at once, or over time!


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