Business, Coffee Chats

An Inside Look at my Client Onboarding Process

Coffee Chats with Kat is a weekly, live webinar series featuring business tips, heartfelt conversation and live Q&A. Every week will feature a different topic, as well as a variety of industry leaders!

In this week’s Coffee Chat, I’m giving you An Inside Look at My Client Onboarding Process.

—> Are you struggling to streamline your client workflow?

—> Wondering how you can onboard your clients in a way that’s effect, efficient AND genuine?

—> Drowning in the tools you’re using & ready to create a solid system that works FOR you, not against you?

If you answered YES to any of those questions, this weeks’ chat is for you! I’ll be showing you…

  • the exact tools I use to onboard my Wedding Planning clients
  • a step-by-step workflow from inquiry to booking and how I continue to organize multiple weddings
  • a step-by-step workflow from inquiry to booking
  • how I continue to organize multiple weddings, multiple clients AND a wedding planning team
  • PLUS I’ll show you the EXACT steps to take to create a system for yourself (whether you have a team or you’re a one woman show!).


an inside look at my onboarding process // kat schmoyer education #creative #entrepreneur #smallbusiness #smallbiz #business #businesstips #onboarding #newclient



To catch this week’s Coffee Chat with Kat, watch the replay below!!

(And don’t forget to save your seat to next week’s Coffee Chat with Kat: A Day in the Life of a Virtual Assistant featuring Emily Yost!)



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