61 | How to Manage Client Expectations like a Pro 💥

We've all been there... a frantic email comes in from a client, and we realize we've been leaving them in the dark. When expectations aren't clearly communicated, confusion and frustration creep in — and nobody wants that! In this solo episode, Becky breaks down exactly how wedding pros can manage client expectations from the inquiry stage throughout the entire planning process.

From the initial discovery call to the wedding day, Becky shares tangible ways to create a seamless, trust-filled experience through intentional communication, systems, and clarity. Whether you’re a planner, photographer, florist, or DJ — these strategies will help you streamline your process, elevate your client experience, and reduce scope creep and stress.

In this episode, you’ll learn:

• Why managing expectations before booking is so powerful

• What to include on your website and contact form to filter for aligned clients

• Key contract inclusions that set boundaries and avoid misunderstandings

• How to use planning portals, welcome guides, and email templates to guide clients

• Why automation and centralized communication help everyone feel supported

• Tips for reinforcing expectations through Loom videos, meeting recaps, and more

If you’ve ever received a “Just checking in — what happens next?” email from a client… this episode is for you.

🎧 Listen in and audit your own client experience; are there areas you could make more clear?

 

MENTORSHIP SPOTLIGHT Are you a newer wedding planner looking for support and guidance as you grow your business? Becky’s 1:1 mentorship program is open! Reach out at sign up here.