Template · Wedding planners
Planner Onboarding Kit
Client onboarding documents for a smoother kickoff and fewer project delays.
Price: $39Format: Docs + PDFLicense: Single business usage
What's included
- Welcome email template
- Client onboarding questionnaire
- Kickoff call agenda template
- Project expectation agreement
Why this product works
- Great entry product for newer planners
- Fast implementation in under one hour
- Compatible with standard Google Workspace workflow