I always ask my potential clients this one question during our consultations:
“What are your expectations when working with a planner, both during the planning process and on the wedding day?”
How they answer this question will immediately tell me if we are a good fit.
For instance, if they say they’re looking to be super hands on during the whole process, need weekly communication and updates, don’t like reviewing spreadsheets and need to have final say on all things before I make moves – then without a doubt we are not a good fit.
I will say “thank you so much, but I dont think we will be aligned in this process, but Im happy to refer you to someone who I think would be.”
Next, if they say they’re busy professionals who want to hire a planner that they trust to get their vision and execute it, presents them with their options in a spreadsheet manner so it’s black and white, and they can be hands off and just be present in their wedding day. Then absolutely they’re an aligned fit!
If your company process, systems, how you WANT to work, etc. does not line up with the expectations that the client is describing, then you will never, ever meet or exceed that clients expectations. Unless of course you are being inauthentic to yourself and your business, and that feels icky.
This is why we must know who we are as a business, set boundaries within our business, and set clear expectations from the beginning.