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Event invoice sample for Planning

the client consultations are a common part of the event planning process so as an event planner you will be meeting with prospective clients over and over again but how do you ensure that your client meetings are successful and that your clients are signing on the dotted line before or even a couple days after the meeting well stay tuned to the end of this video and I'm sharing six tips that you should be using today to guarantee those bookings [Music] hi I'm Jodi Ann roll founder of the event certificate and I work with event planners and wedding planners so that they can book more clients and double their revenue now be sure to subscribe to this channel to get more videos like this with tips on how to grow your event-planning business your client consultation meetings are basically sales meetings when you start meeting with your clients so that they can learn more about your business and you can learn more about your their event but what I want you to do is try to not structure these like sales meetings I want you to make them more personal and I'm gonna share six tips and how you can do that to make your customers feel excited about working with you and to ensure that they're signing on the dotted line in hiring you the first thing I want you to do is that I want you to do a bit of research before you meet with your clients sometimes your clients will provide you with some information about what they're looking for and what you can expect or what venues they've already booked I want you to take this information and research before you meet with them by completing that research its ensures that you enter the meeting knowing exactly what your customers have ahead of them and you can speak a little bit more to that for example if they've already secured a venue and you've researched a venue you probably now know how many rooms that venue has and you can speak to how many people can actually fit in a space based on their guest list tip number two is that I want you to be prepared so if you have any documents or forms anything that your customers need to review our sign during or after this meeting I want you to ensure that you've prepared and you bring them with you this is important especially if you don't have a secured office space and you'll be meeting them at an off-site location so you won't be able to just go to the next office and grab a copy and bring over it's important that you prepare ahead of time so that they have this on hand so they need to actually sign a contract in the meeting they're able to do that number three is I want you to be welcoming although this is a sales meeting you know that they know that I want you to treat this more as a social meeting try to welcome your clients speak to them more on a friendly level and help them to better connect with you as a person the other thing I want you to do is you need to dress to impress when you're in this meeting if your brand has a certain image you'd like to present ensure that it welcomes them with you looking a certain way this helps them to better connect the image they're going for for their event with you as the business number four is I want you to listen to your client I want you to focus more on the client than on your services our unpin yourself in selling yourself I want you to listen to more what your clients are saying to what their needs are to what their requirements are and if they have any pet peeves about their events I want you to please make a note of this it's very important that when you're listening to your clients that you take this information for when you're actually gonna pitch to them this way you're better able to connect their needs with your services and they will feel like you truly understand what they require and need from you as their event planner tip number five is I want you to add value instead of making it a sales pitch I want you to make it a value pitch so I want you to really break the mold and rethink how you sell your services so instead of saying something like my day of coordination package is $1,000 and stop there I want you to speak to more of what's included let them know how you will be working with them so you'll be working with them two weeks ahead of the event you will be available between them and the event you they can contact you by email by phone you maybe you'll have a shared document that they can also log into and see where you are in the timeline let them know the value you'll be providing along with the cause but don't let the package speak for themselves so to speak I want you to do that because the more the client is able to see how you will be serving them the more likely they are to sign up and hire you now tip number six is the follow up once the meeting is over sometimes a client will sign on the contract in the meeting and if that happens that's great if not sometimes they will need to take it away to discuss it with their significant others or their family and that's okay too but what I want you to do is not leave it there give them a couple of days maybe three to a week maximum where you want to follow up with them and ask if they have any questions this is your opportunity to get feedback or if they have any concerns you can address it to guarantee yourself that booking now to help you with this I've created a tool that you can download with a list of questions that you should be asking in your client consultation meetings to guarantee that booking so be sure to hit that download link below and get that tool now if you have any question just drop it in the comment box below and I'm happy to answer those for you and if you like this video give it a thumbs up let me know so I can keep reading content along these lines to help you grow your business