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Creating an Onboarding Guide that Sets You Up for Success

Sasha Souza (Event Planner, Sasha Souza Events)

Mellysa Levy (Director of Operations, Sasha Souza Events)

Location: A-B South Pacific

Date: Wednesday, March 11

Time: 4:00pm - 5:00pm

Pass Type: All Access Pass, CS Conference Pass, CS Premium Pass, Combined CS/TSE Education Pass - Get your pass now!

Track: Business & Operations , Staff Development & Enrichment

Vault Recording: TBD

Audience Level: All

Client onboarding is the process for welcoming new clients into your business and ensuring they understand the services available to them. Onboarding keeps clients happier because they know what to expect and you are able to reference it when a client feels you're not doing everything you should. Onboarding guides are necessary and a great sales tool - giving your client homework that helps you be successful and giving them a guide to work from during the course of planning their event. It doesn't matter if you're an event designer, floral designer, DJ, caterer, or cake baker, giving a client an idea of what to expect is a key to success. You will learn what goes into a well written guide, what to include and how it becomes a great addition to your business.