071: Green Flag vs. Red Flag Inquiries
PLANNER LIFE PODCAST
071: Green Flag vs. Red Flag Client Inquiries
Hi Planners! Recently I have been getting a lot of questions from planners about streamlining their inquiry process. The pros and cons or offering a few options or more limited options. How to suss out if the client is the right fit and so much more. It got me thinking about one of my favorite topics - the green or red flag system for evaluating if clients are a good fit for you.
So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries.
I’ll walk you through what this process is, how you can adapt it, what an important tool it is and when you should use it.
In this Episode:
Streamlining the inquiry process is essential for planners.
The green flag and red flag system helps evaluate client fit.
Not every inquiry should lead to a booking.
Reflect on past clients to identify ideal fits.
Create a personalized flag system for better decision-making.
Consider emotional and statistical factors in evaluations.
Yellow flags indicate flexible considerations in client fit.
Improving the sales process enhances quality of life.
Tweak the flag system as your business evolves.
Different service levels require tailored flag systems.
Ready to book more clients? Get my Sales Call Template available now. OR want to get the full Mastering Management Template Bundle? Use code PODCAST for $20 off the bundle.
This episode is supported by Planner Life Academy.
In case you didn't know, we created Planner Life Academy for planners to have the education, tools and resources we wish we had.
For me, I love sharing all the tips, tools and insight into all the little ways you can provide an amazing experience for your couples, their family and friends.
I think one of the best places to really make sure you are making a great first impression is at the rehearsal. For so many planners, the ceremony rehearsal is something that is stressful and annoying, but I love it! And I think with the right script you will enjoy it too.
So I created a free rehearsal audio recording where I walk you through exactly how I run a ceremony rehearsal. So you can have my tried and true process to create your own rehearsal script allowing you to start every wedding with confidence and making a great impression.
Get the rehearsal recording today : FREE Rehearsal Recording
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Ready to up level your wedding planning business? There are so many resources available for you at https://www.plannerlifeacademy.com/.
Be well and happy planning!
xo, Heather