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Welcome Packet Checklist

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CLIENT ONBOARDING • CHECKLIST

Welcome Packet Checklist

Build a client welcome packet that guides newly booked couples, sets clear expectations, and reduces repeated onboarding questions.

6 sections
30 items
instant access
 
CLEAR GUIDANCE • FEWER REPEATED QUESTIONS

A practical checklist for wedding planners creating a useful welcome packet with clear expectations, first steps, communication boundaries, and client-friendly instructions.

Work through each item to create one reusable onboarding resource that feels personal without becoming difficult to maintain.

🔓 Get Instant Access

✓ Instant PDF download

✓ Clear items to tick off

✓ Read on any device, lifetime access

 
SOUND FAMILIAR?

A welcome packet should create clarity, not more reading

The packet tries to explain the entire planning process

Too much information can overwhelm a newly booked couple and hide the first actions that actually matter.

Important instructions are buried in design pages

Decorative layouts can look polished while making deadlines, links, boundaries, and next steps harder to locate.

Boundaries are unclear or sound apologetic

Clients need friendly, direct guidance on communication, revisions, vendor contact, urgent issues, and normal business limits.

The packet becomes outdated and unreliable

Broken links, old screenshots, unused sections, and a tired tone reduce confidence in the onboarding experience.

 
WHAT'S INSIDE

Inside the checklist, 6 sections and 30 items

Define the Purpose

Decide what the packet should clarify, keep it focused on early planning, remove later-stage content, and write for a newly booked couple.

Include the Essentials

Cover communication expectations, document locations, the first thirty days, initial client tasks, and boundaries for urgent issues.

Make It Easy to Use

Use clear headings, visible actions, direct links, restrained design, and a file size that opens easily on a mobile device.

Protect the Relationship

State boundaries clearly, explain change requests and vendor communication, and show clients how to share questions or new ideas.

Personalize Lightly

Add names, the wedding date, and one meaningful detail while keeping the core packet reusable and manageable.

Review Seasonally

Remove unused content, answer repeated questions, test every link, update instructions, and review the tone after each busy season.

 

Create a welcome packet clients will actually use

Get instant access and build a clearer onboarding resource that guides the first stage of planning without overwhelming the couple.

🔓 Get Instant Access
 

Educational content only. Business results depend on many factors and are not guaranteed.

 

At a glance

Format Printable checklist (PDF) Access Instant download after checkout
Compatibility Phone, tablet, laptop — any device Ownership Yours to keep, lifetime access
Refunds Handled under the store’s Refund Policy Price See current product price
 
HERE'S EVERYTHING YOU GET

Everything inside — yours

The complete Welcome Packet Checklist

Six sections and thirty items for building a clear, useful, reusable client welcome packet.

Included

Purpose and content filters

Prompts for choosing what belongs in the packet and what should be saved for later.

Included

Essential onboarding information

Coverage of communication, documents, early milestones, client preparation, and urgent issues.

Included

Usability and mobile checks

Items for making actions visible, links direct, sections short, and the file easy to open.

Included

Relationship and boundary guidance

Reminders for communicating normal business limits in a friendly, confident tone.

Included

Personalization and seasonal review

A manageable approach to client details, brand voice, recurring questions, links, and updates.

Included
Your price today See product page
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BEFORE YOU BUY

Questions, answered

What does the Welcome Packet Checklist cover? +

It covers the packet’s purpose, essential onboarding information, usability, communication boundaries, personalization, and seasonal review. The thirty items help you create a focused resource for newly booked wedding planning clients.

Does the checklist include a finished welcome packet template? +

No. It is a planning checklist that helps you decide what your own welcome packet should include, remove, clarify, and review. You can apply the items to your preferred document or design platform.

Can I use the same welcome packet for every couple? +

Yes. The checklist encourages you to build one strong core packet and personalize only a few meaningful details, such as the couple’s names, wedding date, and one consultation detail.

How do I receive the checklist? +

You receive an instant digital PDF download after checkout. There is no physical product or shipping wait.

What devices can I use to view the PDF? +

You can view the PDF on a phone, tablet, laptop, or desktop device with standard PDF-reading software. The file is yours to keep with lifetime access.

What is the refund policy for this digital checklist? +

Refund requests are handled under the store’s Refund Policy. Because this is an instantly accessible digital product, the policy’s digital-access conditions apply.

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We are proud to offer international shipping services that currently operate in over 200 countries and islands world wide. Nothing means more to us than bringing our customers great value and service. We will continue to grow to meet the needs of all our customers, delivering a service beyond all expectation anywhere in the world.

Do you ship worldwide?

Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.

What about customs?

We are not responsible for any custom fees once the items have shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.

How long does shipping take?

Shipping time varies by location. These are our estimates:

Location *Estimated Shipping Time
United States 5-20 Business days
Canada, Europe 5-20 Business days
Australia, New Zealand 5-20 Business days
Central & South America 5-20 Business days
Asia 5-20 Business days
Africa 5-20 Business days
*This doesn’t include our 1-3 day processing time.

Do you provide tracking information?

Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.

My tracking says “no information available at the moment”.

For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.

Will my items be sent in one package?

For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.

If you have any other questions, please contact us and we will do our best to help you out.

Returns

Order cancellation

All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.

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Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:

  • If you did not receive the product within the guaranteed time (45 days not including 1-3 day processing) you can request a refund or a reshipment.
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  • If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.

We do not issue the refund if:

  • Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
  • Your order did not arrive due to exceptional circumstances outside of our control (i.e. not cleared by customs, delayed by a natural disaster).
  • Other exceptional circumstances outside of our control.

*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message at support@sellvia.com

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If for any reason you would like to exchange your product, perhaps for a different size in clothing, you must contact us first and we will guide you through the steps.

Please do not send your purchase back to us unless we authorise you to do so.

Refunds & Returns

Refunds, returns, and exchanges

In the event that your order arrives damaged in any way, please email us as soon as possible at support@sellvia.com with your order number and a photo of the item’s condition. We address these on a case-by-case basis but will try our best to work towards a satisfactory solution.

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