Meeting Management

Jennifer Maxwell in front of decorated table

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.

Course Details $197

Meeting Management will cover these important strategies:


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!

What Planners are saying

Jennifer,  Thank you SO SO much for sharing your knowledge with me these past 5 weeks. I found your sessions extremely informative and will recommend this class to all wedding planners I come across!

Time went by so fast during each lesson as you were so great at explaining everything and keeping it fun! I would totally do a full day/ half day seminar with you!

Looking forward to putting your tips and recommendations to use and hope to be able to join another webinar series soon!

~ New Planner

Jennifer is an absolute delight which makes this course more then just a valuable learning experience but an enjoyable one too.

Each session was jam packed with information. This was not the first time that I have been fortunate enough to benefit from Jennifer’s immense knowledge, and I truly hope it is not the last.

~ Sarah Sansom
Day by Day Weddings and Events

The sessions was well thought out, clear and held my interest. Thanks Jennifer – you’re awesome.

~ Janice R.

Jennifer’s Meeting Management series was exactly what I needed to help me to launch a successful wedding planner business! The information she provides in these sessions is invaluable and I recommend that all new planners take advantage of what she has to offer!

I have never created a wedding day timeline or budget so I was extremely grateful for her detailed information on how to build these two incredibly important documents! I feel a new wave of confidence after having attended her sessions and I truly believe my business will be more successful because of the information she provided me during these sessions!

Thanks again Jen!
~Pippa Le Messurier-Girling

Get ACCESS now: 

Investment $197