Client workflow For planners
A clearer view of a busy season.
A weekly review of deadlines, decisions and the work that needs an owner.
2 min read
Cakd Journal
The planner edit
Considered systems for a busy studio. Client relationships, vendor coordination and the work behind a beautifully run wedding.
What’s on your mind?
Keep a good guide close.
10 guides
Client workflow For planners
Repeat the process. Keep the personality.
Build a reliable starting point while making room for each wedding’s particular details.
2 min read
Client workflow For planners
From an answer to a decision.
Give client preferences a next step, an owner and a clear record of what was agreed.
3 min read
Client workflow For planners
Set the tone for client communication.
Agree where to talk, when to expect a reply and how urgent decisions will be handled.
3 min read
Client workflow For planners
Ask the right first questions.
Establish fit, scope and priorities before asking clients for every wedding detail.
2 min read
Venues & vendors For planners
The final supplier check-in.
Confirm the current plan, the right contacts and anything that still needs an answer.
3 min read
Client workflow For planners
Ask when the answer is knowable.
A considered sequence of questions, from the early brief to final confirmations.
2 min read
Client workflow For planners
A front door for your clients.
Give couples a clear place for the information and decisions they need to work through.
2 min read
Every guide is freely available. Take what’s useful into your own plan.
Why we built Cakd