Client Welcome Package & Offboarding Bundle

CANVA TEMPLATE

This "Event Planning Client Welcome Letter" template is perfect for welcoming new clients to your company in style. The CANVA template is easy to use and can be quickly downloaded as a PDF document to email or upload to your CRM. Use this template to enhance your image, brand, and credibility to new clients!

This template includes:

• Pre-written copy to inspire your own content!
• Completely editable to suit your brand
• Checklist template for on-boarding new clients
• Options for welcoming new clients to your business and introducing them to your team

CANVA TEMPLATE

This "Event Planning Client Goodbye Packet" template is perfect for saying goodbye to your clients in style.

Designed specifically for a Wedding Planning Business.

This is a simple, modern-design, client questionnaire for your couples. The document is created in Google Forms which is easy to use and customize, perfect for wedding planners looking for a way to gather all the information they need from their clients before the big day or putting together a more comprehensive proposal.

This questionnaire is also perfect for helping you develop your event planning timeline based on your customer's needs.

CANVA TEMPLATE

Event planning proposals are the details of your services applied to your client's vision, and they’re either winning you business or opening the door for your competitors to slide in. Are you using a proposal template to make this process fast, easy, and simple for potential clients to make a decision to hire you?

This completely customizable, clean, minimalist template is just what your business needs.

Use this template to tell your customers a story about your business and why they should hire you. Show them that you understand their vision by presenting customized packages and most importantly, get them excited about your services!

This template also helps you to outline your payment structure and important deadlines such as when the proposal expires!

Our proposal template works FOR YOU.

CANVA TEMPLATE

This classic introductory CANVA brochure is perfect for event planners and wedding planners looking to quickly highlight few key events to wow new and/or potential clients. Think of this as a quick peek at your past events that a potential client can swoon over until you send them an official proposal.

BONUS: Also includes written copy to inspire your own summaries!

This can also be used as an autoresponder attachment for your client management systems such as Aisle Planner, HoneyBook or Dubsado. Write your automated email, and attach the PDF version of this document to get clients excited before they even speak to you!

The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their past events and the value they provide to clients. This can be downloaded as an image, PDF or video.

Swipe my files! If you're tired of crafting individual emails and want to save time, you're in the right place. Our templates cover a variety of scenarios, ensuring you're always prepared to respond promptly and professionally to inquiries. If you're tired of crafting individual emails and want to save time, you're in the right place. Our templates cover a variety of scenarios, ensuring you're always prepared to respond promptly and professionally to inquiries, workflow, and offboarding clients.

• 31 Plug and Send Email Templates
• Email Templates Include: Inquiry responses, schedule a consultation, meeting follow-ups, questionnaire completion requests, proposal and contract send, new client welcome emails, event timeline updates, client portal reminders, homework reminders, payment reminders, event progress updates, offboarding guides, review requests AND MORE.