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Your Initial Client Call: How to engage and secure a client on your initial client call

🎉🎉 Payment plan option available for 3 payments of $39 (click on link here) 🎉🎉

This course is created to help you navigate through the best way to engage a potential client that helps them transition from “potential” to an actual client. What are the do’s and don’ts for your first client call and how to stand out to the client from all the other planners that the couple has contacted.


  • How to address the main question
    1. How do you engage a new client 
  • Think like the client
    1. Listen
    2. Focus on the couple
    3. Knowledgeable vs. Relatable
  • Communication
  1. Listening to understand
  2. Steer the wheel 


  • Take control
    1. Ask questions
    2. Gain their trust
    3. List your services
  • Discount
    1. How to approach the question
    2. Sell yourself
    3. Reviews
  • Closing
    1. Appreciate them
    2. Action points