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Client Onboarding Checklist

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WEDDING VENDORS • CHECKLIST

Client Onboarding Checklist

Move a booked couple from yes to organized planning without confusion or delay.

6sections
30items
instantaccess
 
🔥 Calm, organized · no first-month scramble

A 30-item system for confirming the booking, setting up the workspace, and stabilizing the first month with a new couple.

Built for wedding vendors who want every new client to feel guided from day one.

🔓 Get Instant Access

✓ Instant PDF download

✓ Action-focused, not theory

✓ Read on any device, lifetime access

 
SOUND FAMILIAR?

The booking's signed, then everything goes quiet

The booking feels like a bare receipt

Without a warm confirmation and clear start date, the excitement of booking fades fast.

The workspace gets built on the fly

Missing links, inconsistent naming, and untested access make the first impression feel disorganized.

Couples feel overwhelmed right away

Too many questions and no clear first step leave a new couple unsure what to do next.

The first month drifts without structure

Without milestones and check-ins, small confusions build up before anyone notices.

 
WHAT'S INSIDE

Inside the checklist, 6 sections and 30 items

01 Confirm the Booking

Send a warm, personal confirmation with contract, payment, start date, and main contact all in order.

02 Create the Workspace

Build a clean, well-organized hub with the right access and every link tested before it's shared.

03 Send the Welcome Note

Set a calm, confident tone that explains what happens first and reassures the couple along the way.

04 Collect Intake Details

Ask only what's needed for the next stage, with a clear deadline and support if something's unclear.

05 Schedule the Kickoff

Plan a focused kickoff call with a shared agenda, prepared recommendations, and clear next steps.

06 Stabilize the First Month

Keep momentum with milestones, vendor check-ins, and a progress note after the first major task.

 

Make onboarding feel effortless

Get instant access to the full system for moving a booked couple into calm, organized planning.

🔓 Get Instant Access
 

This checklist is educational content only. Business results depend on many factors and are not guaranteed.

 

At a glance

Format 30-item PDF checklist 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 (30 days) Price
 
HERE'S EVERYTHING YOU GET

Everything inside — yours for

The full Client Onboarding Checklist

All 6 sections and 30 items, ready to work through

Included

Instant PDF download

Start using it right after checkout

Included

Read on any device

Phone, tablet, or laptop — lifetime access

Included

Action-focused layout

Built to tick off, not just read

Included

Refund protection

Covered by the store's Refund Policy

Included
Regular price
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BEFORE YOU BUY

Questions, answered

How do I get access after I buy? +

You'll get instant access to the PDF checklist right after checkout — no shipping, no waiting.

What devices can I use this on? +

The checklist works on any device — phone, tablet, or laptop — so you can reference it wherever you're working.

Do I have to pay for updates? +

No. Once you have the checklist, it's yours to keep at no extra cost.

Does this help me set up a client workspace from scratch? +

Yes — one section walks through building a clean project hub with the right documents, naming, and access.

Will this help my couples feel less overwhelmed at the start? +

Yes — the welcome note and intake sections are built to introduce next steps gradually, so nothing feels due all at once.

What's your refund policy? +

Refunds are handled under our store's Refund Policy (30 days) — details are available at checkout.

Marketing

Use our battle tested marketing materials for Client Onboarding Checklist
in your marketing campaigns and start selling right away!

Shipping & Payment

Shipping

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.

Refunds

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.
  • If you received the wrong item you can request a refund or a reshipment.
  • 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

Exchanges

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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