Episode 182: Getting Your Time Back With Onboarding with Margaux Fraise

There are a lot of different ways to save time when you’re working way too hard but I’m willing to bet you’ve never considered using your onboarding process as a means to getting your time back and taking control of your client communication. If you want to stop getting those after-hours messages from clients and have more time away from your business, you’re absolutely going to LOVE this episode. In this episode, you’re going to learn how to reclaim your time from needy clients and improve their client experience in the process.

Margaux Fraise is the owner + creative director of Harmony Creative Studio, an award-winning boutique wedding firm in Los Angeles, CA. Since moving from retail consulting to events in 2011, her goal has been to design weddings with intention, infusing celebrations with her signature organic and minimal style yet still tailored to each couple. A Stage IV breast cancer survivor, she has a unique perspective on what is truly valuable in love, life, and weddings – and brings that viewpoint to help her clients hone in on what matters to them. As a result, her work has been featured in numerous publications, including Style Me Pretty, Brides, and Green Wedding Shoes, among others.

Margaux serves as a wedding business educator, frequent podcast guest, and motivational speaker. Her meticulous onboarding, planning, design, and execution procedures have also caught the attention of her peers, and she shares insight regularly on efficient systems for creatives.

In this episode we’ll cover:

• What onboarding is and why it’s so important
• Why onboarding is the best opportunity wedding pros have to set boundaries and expectations
• How to set client expectations
• How Margaux’s breast cancer diagnosis led to her overhauling her boundaries
• How to frame your boundaries as a benefit to your clients
• Mindset issues that come up with setting boundaries
• How to be the leader your clients want
• How to manage the expectations of people around you
• Why you need to designate a final decision-maker for each client
• What Margaux includes in her welcome packet
• How to use your welcome packet to remove friction & improve client experience
• How to choose the right CRM for you
• Why you should use templates in your CRM
• How onboarding will save you a ton of time

Links & Resources:

Calendly
Basecamp
Aisle Planner
Honeybook
Dubsado
ClickUp
Save 30% on Margaux’s Wedding Onboarding course when you use coupon code “EVOLVE2020”
Free Training: How To Squash Overwhelm With A Marketing Plan

More from Margaux:

Website: www.harmonycreativestudio.com 
Instagram: @harmonycreative

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