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Meeting of the Wedding Minds, Featuring Becca Pountney, Renée Dalo, Leah Weinberg, and Alison Hargreaves
Moira Sankey
March 5, 2025
No items found.
Learn how to grow your business from wedding planner experts
reviews, clients, wedding, planning, communication, suppliers, lists, venues, newsletters, marketing, email, panel, learning, growing, trends

The 'Wedding Pros who are ready to grow' podcast by Becca Pountney is packed with practical tips for wedding planners at all levels. A special episode, recorded in October 2024 at London’s Biltmore Hotel, marked the 134th installment—and Visualist was there for its first-ever live podcast recording.

‍

What this recap covers

  • How to communicate and set clear expectations with clients
  • Ways to keep clients engaged and updated on your business
  • How to prompt client reviews—without making it awkward
  • Strategies for landing and staying on preferred supplier lists
  • Attracting US clients to the UK wedding market
  • Letting go of the pursuit of perfection
  • The importance of showing up as your authentic self

The experts

Becca took the stage as a panelist alongside renowned US wedding experts Renée Dalo and Leah Weinberg. Alison Hargreaves, founder of Guides for Brides, hosted the discussion on wedding industry trends and challenges.

  • Renée Dalo is a Los Angeles-based wedding planner with 13 years of experience and a direct, no-nonsense approach. She’s the founder of Moxie Bright Events and the host of Talk with Renée Dalo.
  • Leah Weinberg is a New York attorney and co-founder of Oduberg Law LLP. A former wedding planner, she now helps planners navigate legal challenges.
  • Becca Pountney is one of the UK’s top wedding industry marketing experts, dedicated to helping businesses grow since 2016.
  • Alison Hargreaves is a leading UK wedding industry expert with a passion for data. She studies wedding trends and travels globally to share insights.
Leah Weinberg, Renée Dalo, Alison Hargreaves, and Becca Pountney at The Baltimore. Photographed by Dave Hadley Photography.

What's trending, and the importance of setting expectations

The panel kicked off by discussing current industry trends.

Renée: In LA, weddings are embracing a retro aesthetic—think bold shag carpets and '70s color palettes of oranges and browns.

Becca: Couples today value transparency and quick communication, expecting service at the speed of brands like Uber and Amazon. She also urged planners to explore TikTok—not necessarily for dancing, but to stay informed on trends.

Leah: From a legal perspective, unclear expectations are a major issue. "Clients expect a Pinterest board-turned-reality," she noted. The solution? Set realistic expectations early. If a couple’s vision exceeds their budget, have that conversation upfront—it saves headaches later.

Time to ban "newsletters"

Fret not—it isn't what you think!

Sending emails can feel daunting. Too many? Not enough? Are they even being read? Becca’s advice: ban the word "newsletter."

People don’t want company updates—they want value. Instead of a generic newsletter, try:

  • A quiz
  • A quick-tip video
  • A free, useful PDF

And email more often than you think is necessary. Most businesses don’t email enough. If someone unsubscribes? "That’s okay," Becca says. "They’re probably not your client anymore."

Her subject-line tip: Make it intriguing. “February Update from My Business” won’t get opened, but something unexpected might.

How to get client reviews (without the awkwardness)

Renée believes timing is key when requesting reviews. Rather than an abrupt post-event goodbye, she suggests a structured offboarding process:

  1. Send a ‘Happy Monthiversary’ message 30 days post-wedding, when couples have likely received their photos and are reminiscing.
  2. Schedule a recap Zoom call to reflect on the event and subtly request a review.
  3. Ask a reflective question like, “Is there anything we could have done better to prepare you for your wedding day?” This opens the door for feedback without pressure.

If you’re worried about negative reviews, don’t be. Renée has only received one bad review in 13 years. Becca adds that negative reviews often say more about the reviewer than the business. Her advice? Respond professionally and show you’re open to improvement.

Leah recommends recycling positive reviews. If switching platforms, send past reviewers a message: “Here’s the review you left me on this site—would you mind copying it over to my new page?”

How to land (and stay on) preferred suppliers list.

Leah and Renée broke down how to get on supplier lists—and how to stay on them:

Getting on the list

  • Reach out at year-end when venues update their lists.
  • Simply ask: “If you're updating your preferred suppliers, I’d love to be considered.”

Staying on the list

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  • Show up professionally on event day.
  • Make the venue’s life easier.
  • Promote their work alongside your own.
  • Maintain relationships—small gestures matter.

Renée shared her creative approach: she once sent a mobile car wash to a busy LA venue in December. "They’ll probably keep me on that list forever," she joked.

The takeaway? Find ways to be helpful and memorable.

Attracting US wedding clients to the UK

Wedding pros, insights, and real talk—live on stage. Photographed by Dave Hadley Photography.

More US couples are considering UK destination weddings—but how many actually follow through?

Becca emphasized positioning your venue strategically. Are you researching what US clients want? Are you networking with US-based planners?

Leah noted that many American couples prioritize convenience—especially if parents are footing the bill. Making the process as seamless as possible is key.

Becca also encouraged hospitality—invite planners and vendors for tea or drinks when they visit. Strong relationships fuel referrals.

Don't aim for perfection

"Something will go wrong on a wedding day," Renée declared, "but you probably won’t know it—because you hired me."

She warns that selling 'perfection' sets unrealistic expectations. Instead, emphasize problem-solving and professionalism.

Leah added a legal perspective: Be cautious of words like “perfect” in contracts or marketing materials—it can create legal risks.

Becca suggested that planners themselves should embrace imperfection. "When you show up authentically, it helps clients feel less pressure, too."

Final takeaways

As the panel wrapped up, each expert shared what they wish they had known earlier:

Becca: Give more than you expect in return. Supporting others creates long-term goodwill. "I love to give because, ultimately, it comes back round in a circle."

Renée: Clarity comes from action, not thought. Overthinking stalls progress. Taking action—even imperfectly—yields results. Reflecting on her journey, she shared, "After years of thinking about creating video content, my business coach challenged me to produce 30 Instagram reels in 30 days. I was hesitant at first, but I quickly learned that taking action yields results. Theories are great, but without action, they lead nowhere."

Leah: Find your own way of connecting with clients. Authenticity will set you apart. "Focus on showing up authentically and imperfectly. You'll find your magic and your secret sauce in no time."

Alison: Be yourself from the start. Authenticity attracts the right opportunities. "Imposter syndrome can haunt us all. I started young in the wedding industry, making cakes, but often felt out of place. It wasn't until I joined Guides for Brides that I felt comfortable embracing my geeky side and my love for data. When you’re authentic, people will appreciate you for who you truly are."

The bottom line

The wedding industry is built on relationships—with clients, suppliers, and industry peers.

From refining how you request reviews to rethinking email marketing and positioning yourself as a valuable industry partner, these insights highlight the power of clear communication and authenticity in growing a successful wedding planning business.

For more advice on growing your wedding planning business, listen to previous episodes from 'Wedding Pros who are ready to grow.'

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How to Create a Winning Moodboard: Lessons from Our Styled Shoot Finalist Showcase
Camille Pabilona
January 24, 2025
wedding planning
Uncover expert insights to craft moodboards that captivate and inspire.
styled shoot planning tips for wedding planners, moodboarding best practices for wedding pros, key benefits of styled shoots for your business, what makes a winning styled shoot moodboard, how to create a standout moodboard, styled shoot tips for wedding professionals, storytelling through moodboards, wedding planner styled shoot ideas, cohesive styled shoot designs, how to execute a styled shoot, winning moodboard elements, moodboarding tools for wedding planners, styled shoot portfolio tips, planning styled shoots for publication, creating client-focused styled shoots, professional moodboarding techniques, wedding business growth through styled shoots, effective styled shoot strategies, artistic styled shoot inspiration, elevating wedding planning through moodboards

Creating a standout moodboard is both an art and a science, and it's at the heart of planning successful styled shoots. That's why we launched the Styled Shoot Competition, inviting wedding pros to craft visionary moodboards for a chance to win $1000 to bring their concept to life.

The competition culminated in our Styled Shoot Finalist Showcase, a live Zoom event where judges reviewed the top five entries and crowned the ultimate winner. From expert critiques to behind-the-scenes insights, the event was packed with valuable takeaways. Whether you're looking to refine your moodboarding skills or understand how styled shoots can elevate your business, this recap covers the key lessons from the showcase.

Meet the judges

  • Amy Shack Egan: Founder of Modern Rebel, known for helping couples create meaningful, rule-breaking celebrations that reflect their unique stories.
  • Terrica: Founder of Terrica Inc., she is a dynamic wedding planner, educator, and speaker who has a knack for helping planners achieve their business goals.
  • Margaux Fraise: The visionary behind Harmony Creative Studio and Wedding Summit Series, she connects wedding pros with top-tier education and resources.

They offered invaluable feedback on the finalists' moodboards, emphasizing storytelling, cohesion, and purpose. The five finalists wowed us with their imaginative takes, showcasing how moodboards can set the tone for unforgettable styled shoots.

Here's a closer look at the finalists, the judges' comments, and tips you can use to elevate your next project.

Jennifer Benson: "A 1970s Playboy Mansion Pool Party"

Jennifer's moodboard burst with energy, bringing a retro queer wedding concept to life. Inspired by the playful and vibrant vibes of a 1970s Playboy Mansion party, her entry was immersive and unforgettable.

Bold and vibrant, Jennifer Benson's retro queer wedding vision pops with playful 1970s charm.

What the judges thought

  • Terrica described it as, "immersive," adding, "You can see, smell, and hear everything."
  • Amy praised the balance of creativity and cohesiveness, noting that, "it's bold" and "has a personality."
  • Margaux highlighted the movement and vibrancy, saying "You can get a sense of what the real wedding would be."

Jennifer's moodboard was a masterclass in storytelling, earning her the winning spot in the competition.

JaaEL: "Nordic Zen - A Scandinavian-Japanese Fusion"

JaaEL's entry combined Scandinavian minimalism with Japanese aesthetics, creating a moodboard that felt serene and intentional. This concept emphasized clean lines and natural textures, offering a calming reset for couples seeking elegance.

JaaEL's Nordic-Japanese fusion wedding exudes calm elegance with its seamless blend of cultures and clean design.

What the judges thought

  • Margaux appreciated that it "covered a lot of bases," incorporating both culture and fashion in the moodboard.
  • Amy highlighted how it brought "texture" to the overall concept.
  • Terrica admired the muted tones, noting that it "feels like it's a very relaxed space."

JaaEL's moodboard struck a perfect balance between simplicity and depth, offering a clear vision for a relaxed yet elegant celebration.

Jessica Valenzuela: "Romantic Retro Wedding"

Jessica's moodboard stood out with its bold black background, creating a dramatic and romantic vibe. Her approach seamlessly blended retro aesthetics with contemporary glam.

Jessica Valenzuela's moodboard radiates timeless romance with rich hues and elegant details.

What the judges thought

  • Margaux noted, "The black background works perfectly..." but questioned "if it's really speaking to the client."
  • Terrica admired the romantic vibe but wished for more details.
  • Amy appreciated the playful touches but felt a stronger color palette was needed.

Jessica's moodboard demonstrated elegance and creativity while leaving room for refinement in storytelling.

Nicole Crooks: "A Hidden Tropical Oasis"

Nicole's moodboard took viewers on a lush, tropical journey, rich with textures and natural elements. Its strength lay in its ability to transport audiences to a hidden oasis while remaining versatile.

Nicole's "Hidden Tropical Oasis" brings lush greenery and organic textures to life.

What the judges thought

  • Terrica said, "It tells a story," and noted it had "some really good statement pieces."
  • Amy praised its imagery, adding that the moodboard "clearly has a design direction."
  • Margaux admired its professional presentation, saying, "This one did the best job in terms of layering the images."

Nicole's entry was a close runner-up, impressing the judges with its cohesive storytelling and adaptability.

Jasmin Norwood: "Victorian Romance"

Jasmin's moodboard exuded Victorian-inspired romance, with soft textures and painterly details that transported viewers to an ethereal dreamscape.

Jasmin's moodboard captures painterly romance with Victorian-inspired details and a dreamy countryside aesthetic.

What the judges thought

  • Terrica described it as "a couture design" and "very ethereal."
  • Margaux suggested it had "one too many images," which gives clients "more to pick apart."
  • Amy encouraged, "Don't be afraid to make a bold choice."

Jasmine's moodboard captured a specific audience, offering inspiration for romantic, high-end events.

Expert moodboarding tips from wedding industry leaders

The judges shared valuable tips throughout the event, offering practical advice for wedding planners. Amy encouraged planners to "find inspiration beyond Pinterest" and emphasized the importance of simplicity, saying, "Less is more."

Terrica advised defining the purpose of styled shoots early on to ensure alignment with goals like publication or client attraction.

Margaux highlighted that if your goal is to be published, "go into your shoot with some idea of your top two or three target publications." She added, "You’ve got to plan for it to go where you want it to go."

Why styled shoots matter for wedding planners

Styled shoots aren't just about creating beautiful photos; they're a strategic tool for growing your business. From showcasing your creativity to building relationships with partners and vendors, styled shoots offer:

  • Portfolio enhancement: Attract high-end clients with professional imagery.
  • Marketing content: Use styled shoots to craft messaging tailored to your ideal audience.
  • Collaboration opportunities: Strengthen relationships with vendors by working together on cohesive designs.

Planning styled shoots with intention ensures they become a meaningful investment in your business's growth.

Final thoughts

The Styled Shoot Finalist Showcase was an inspiring event, filled with creative ideas and practical tips. From Jennifer Benson's winning 1970s vibe to Jasmin Norwood's painterly romance, each finalist showcased the power of storytelling through moodboards. Wedding planners can learn valuable lessons on storytelling, purpose-driven designs, and collaboration.

Key takeaways

  • A winning moodboard combines bold storytelling with cohesive visuals.
  • Plan styled shoots with intention, aligning them with your business goals.
  • Use tools like Visualist to streamline your moodboarding process.

Ready to elevate your next styled shoot? Embrace creativity, plan with purpose, and design with your ideal client in mind.

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How to Experiment with Trends and Ideas Through Styled Shoots
Camille Pabilona
December 18, 2024
wedding planning
Styled shoots are your creative playground—explore trends, test ideas, and showcase your unique style.
styled shoot experimentation, testing wedding trends, creative wedding ideas, moodboards for styled shoots, using Visualist for creativity, wedding industry innovation, staying ahead of trends, creative collaboration, experimenting with wedding styles, planning bold styled shoots, moodboard planning tools, wedding vendor teamwork, showcasing unique style, sustainable wedding trends, pushing creative boundaries, styled shoot inspiration, creative growth in weddings, wedding marketing ideas, collaborative styled shoots, wedding business development

Styled shoots as your creative playground

Wedding trends come and go, but staying ahead of them is crucial for any professional in the industry. Styled shoots let you explore new ideas and test emerging wedding trends without the pressure of meeting client demands. If you’re a planner, florist, photographer, or venue manager, organizing experimental styled shoots is a safe way to innovate and define your creative style.

Styled shoots give you room to:

  • Explore wedding trends with styled shoots you’ve always dreamed of trying.
  • Gain confidence by executing bold or unconventional ideas.
  • Show potential clients your creativity and adaptability.

In this article, we’ll cover why planning styled shoots is essential, how to use moodboards to guide your vision, and how these styled shoot concepts can fuel your marketing strategy.

Why experimenting with styled shoots benefits your business

Stay on top of wedding trends

The wedding industry is always changing. New trends—like bold color palettes, sustainable décor, and statement florals—gain traction every year. Using styled shoots to adapt to emerging wedding trends lets you see what fits your brand best. Plus, showcasing your trend-savvy work helps attract clients who want someone ahead of the curve.

Define your creative niche

Planning styled shoots is a great way to refine your style and find what connects with your audience. For example:

  • A photographer might discover they excel at capturing moody, dramatic lighting.
  • A planner might fall in love with designing whimsical outdoor celebrations.

Experimenting through styled shoots clarifies what makes your work stand out and ensures your portfolio highlights your unique strengths.

Build stronger vendor relationships

Styled shoots are a chance to collaborate with other vendors like florists, stationers, and rental companies. Organizing experimental styled shoots fosters stronger partnerships while encouraging fresh ideas. A florist might suggest creative greenery arrangements, or a stationer could pitch bold, artistic invitations.

How to plan styled shoots for creative exploration

Start with a trend or concept

Pick a concept that excites you, whether it’s an emerging wedding trend or something unexpected. Dive into wedding blogs, Instagram, or Pinterest for inspiration. For example, you could plan a shoot inspired by Pantone’s Color of the Year or organize experimental styled shoots featuring sustainable décor made from upcycled materials.

Visualize your idea with moodboards

Moodboards are the ultimate tool for bringing your vision to life. They help you organize inspiration and communicate your concept with vendors. Using Visualist’s moodboarding feature, you can easily arrange colors, textures, and images into a polished plan, making planning styled shoots seamless.

Work with a creative team

Choose vendors who love experimenting as much as you do. Share your moodboard to ensure everyone is on the same page, but leave room for their creative input. For example, a florist might suggest innovative floral designs, or a rental company could recommend unexpected décor pieces.

Every detail—including stationery—was on point in this styled shoot by Haley Nyal Events. Photographed by Denise Apgar.

Document and share your experimental shoots

Create content that connects

Once your styled shoot wraps up, document it as a showcase of your creativity. Share the results on social media or in your portfolio to highlight your ability to adapt to wedding trends. This positions you as a professional who can innovate and deliver fresh ideas.

Use Visualist for storytelling

Your moodboard is more than a planning tool—it’s part of the story. Pair it with your styled shoot photos to illustrate how your concept came to life. Sharing the creative journey builds trust and shows potential clients your expertise in organising experimental styled shoots.

Collaborate for greater reach

Team up with your vendors to promote the shoot across platforms. Ask them to share photos and tag everyone involved. This amplifies your audience and demonstrates your collaborative skills, which are key to planning successful styled shoots.

Embrace experimentation to stand out

Styled shoots are your chance to push boundaries, explore wedding trends, and refine your creative style. By planning styled shoots with moodboards and teaming up with creative vendors, you can design shoots that attract clients and show off your ability to innovate.

Key takeaways:

  • Styled shoots are perfect for exploring trends and testing creative ideas.
  • Moodboards ensure your vision is clear and make collaboration seamless.
  • Visualist streamlines the process of planning, organising, and sharing your styled shoots.

Ready to dive in? Use Visualist to create moodboards, align your vendor team, and bring your boldest ideas to life. With the right tools, your styled shoots can be the launchpad for creative growth and a standout portfolio.

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Photo credits: Venue: The Maples Woodland, Wedding Design Stylist, Planner, + Coordination: Haley Nyal Events, Photography: Denise Apgar, Rentals: Memorable Events Rentals + Celebrations! Party Rentals, Floral: The Blonde Bouquet, Bouquet Ribbon: Party Crush Studio, Cake: Baker & A Black Cat, Videography: Lens of Lennox Videography, Signage + Stationery: Sugar Pine Calligraphy, Styling Mat: Suzy Pierce Art, Dress: a&bé Bridal Shop, HMUA: Michele DeeAnn Makeup, Jewelry: Sharif Fine Jewelers, Tuxedo: The Black Tux, Bar: The Old Pour Soul, Charcuterie: The Dancer's Pantry, Catering: Sacramento Catering Collective

Maximizing Styled Shoots: Marketing Tips to Attract Clients
Camille Pabilona
December 18, 2024
wedding planning
marketing
Transform your styled shoots into powerful marketing tools that showcase your brand and attract dream clients.
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How styled shoots can boost your marketing

Styled shoots aren’t just creative projects—they’re powerful marketing tools. For wedding professionals, styled shoots showcase your talent, explore current trends, and produce striking visuals that grab attention. But their true power goes beyond the shoot itself. With the right approach, styled shoots can elevate your brand and attract your ideal clients.

Struggling to find content that speaks to the weddings you want to design? Styled shoots let you craft the perfect portfolio. They provide visuals that reflect your style and resonate with your target audience.

Why styled shoots are great for marketing:

  • They showcase your creativity and skills.
  • They generate social media and blog content that stands out.
  • They attract your dream clients by highlighting your specialty.

Let’s dive into how to use styled shoots to grow your business and make your marketing work harder for you.

Why styled shoots are marketing gold

Position yourself as a go-to expert

Styled shoots put you in control of every detail, allowing you to create content that establishes you as a leader in your niche. Whether you specialize in luxury weddings or intimate elopements, these shoots highlight your ability to deliver exceptional results.

Build a portfolio that attracts dream clients

Styled shoots let you design content tailored for your portfolio. By showcasing your style and skills, you can appeal to your ideal clients and build trust through stunning, professional visuals.

Showcase your creative flexibility

Styled shoots push the boundaries of what’s possible, letting you show clients your creative range. They’re the perfect way to stand out in the competitive wedding industry and inspire future bookings.

A Sparkling Event showcase their creative flair with this lush tablescape. Photographed by Laura Hernandez.

Creating shareable content from styled shoots

Think beyond the photos

While images are the star of the show, styled shoots are a goldmine for creating diverse content:

  • Write a blog post that dives into the inspiration behind the shoot.
  • Share behind-the-scenes clips on Instagram Stories or Reels to build excitement.
  • Use moodboards from Visualist to tease the shoot and create buzz before revealing the final photos.

Optimise your content for social media

Styled shoots shine on Instagram and Pinterest, where visuals are everything. Here’s how to make the most of them:

  • Break your posts into themes, such as floral designs, décor highlights, or venue shots.
  • Write captions that tell a story and tag all collaborating vendors to boost your reach.
  • Post regularly to keep your followers engaged and eager to see more.

Collaborate to expand your reach

Share your styled shoot content with the vendors you worked with, and encourage them to post it too. This kind of cross-promotion broadens your audience and helps you connect with potential clients.

How Visualist enhances your styled shoot marketing

Turn moodboards into marketing gold

Your moodboard isn’t just a planning tool—it’s part of your marketing strategy. Share your moodboards on social media to give your audience a sneak peek into your creative process. Clients love seeing how an idea evolves from inspiration to execution.

Organise your shoot for maximum impact

Visualist helps you stay organized and ensures every detail of your styled shoot aligns with your vision. A cohesive shoot creates stronger visuals, which translate into more engaging content for your portfolio and social media.

Collaborate seamlessly

With Visualist’s collaboration features, you can align with vendors to create a shoot that’s cohesive and visually stunning. This makes it easier to ensure all the pieces fit together perfectly, resulting in shareable content that impresses clients.

Styled shoots as a marketing powerhouse

Styled shoots are so much more than a creative outlet—they’re a strategic way to market your business and attract the clients you want to work with. By highlighting your skills, building a niche-focused portfolio, and creating content that’s easy to share, you can turn every styled shoot into a marketing win.

Key takeaways:

  • Styled shoots help you design portfolio content that appeals directly to your ideal clients.
  • Shareable visuals like photos, moodboards, and behind-the-scenes clips amplify your online presence.
  • Visualist streamlines planning, keeps your shoots cohesive, and enhances their effectiveness as marketing tools.

Ready to take your styled shoots to the next level? Use Visualist to create moodboards, organize your shoots, and share your vision with the world.

Moodboards That Wow: Styling Your Shoot With Visual Impact
Camille Pabilona
December 18, 2024
wedding planning
Transform inspiration into reality with moodboards that guide your styled shoot from concept to perfection.
moodboards for styled shoots, how to create moodboards, wedding styling tips, styled shoot planning, using Visualist for moodboards, moodboard design tips, wedding industry tools, collaborative moodboards, wedding moodboard inspiration, styled shoot vision, moodboard cohesion, Visualist moodboard features, wedding pro collaboration, moodboard examples, wedding branding, creative wedding planning, styled shoot organisation, wedding design tools, planning wedding shoots, wedding marketing ideas

Why moodboards are essential for styled shoots

Every styled shoot starts with a vision. Maybe it’s a sleek, modern wedding or a vibrant garden party. The key to success? Making that vision a reality. That’s where moodboards shine. They’re the foundation for bringing your ideas to life, gathering all the details that define your shoot’s look and feel.

Moodboards are more than just creative tools—they’re must-haves for wedding professionals. They help you:

  • Share your vision with vendors
  • Keep your styled shoot cohesive
  • Turn big-picture ideas into actionable steps

Feeling overwhelmed by scattered ideas? Tools for creating moodboards, like Visualist, make it easy to gather, refine, and share your inspiration. This article will show you how to create moodboards for styled shoots, offer moodboarding tips, and explain why they’re the ultimate planning tool for styled shoot success.

What makes a great moodboard?

Key elements of a moodboard

A moodboard isn’t just a collection of pretty pictures—it’s your styled shoot’s blueprint. To create moodboards for styled shoots that stand out, focus on these essential elements:

  • Color palette: Use complementary colors to set the mood and tone of your shoot.
  • Textures and patterns: Add depth with fabrics, florals, or textured tableware.
  • Style references: Include photography styles, décor ideas, or layout inspiration that capture your vision.

For example, if you’re planning a romantic outdoor shoot, your moodboard could include soft blush tones, lace accents, and golden-hour lighting. These details anchor your vision and keep your team on the same page.

Striking the right balance

The best moodboards emphasize balance. While it’s tempting to pack in all your ideas, too much variety can blur your message. Instead, curate elements that work together seamlessly. A cohesive moodboard leads to a cohesive styled shoot.

How to create a moodboard for your styled shoot

Gather your inspiration

Start by collecting images, color swatches, and textures that fit your vision. Resources like Pinterest, wedding blogs, and even nature photos are great places to start. Look for details that spark excitement and match the theme you’re planning for your styled shoot.

Organize and refine your vision

Once you’ve gathered your inspiration, it’s time to organize. This is where Visualist shines. With its drag-and-drop functionality, you can arrange your visuals into a clear, easy-to-read layout. Group similar colors or themes together to create a flow that makes sense.

Collaborate with your team

Moodboards are more than personal planning tools—they’re vital for collaboration. With Visualist’s sharing features, you can easily invite vendors to review or comment on your moodboard. This helps everyone stay aligned and brings valuable insights to refine your vision.

Cheers to a fantastic shoot led by Viva Planning Event Design. Photographed by Kate Jackson.

How moodboards elevate your styled shoots

Communicate your vision clearly

Have you ever tried explaining a color or design idea in words, only to be misunderstood? Moodboards solve this by showing, not telling. A florist can instantly grasp the shades of pink you envision, while a photographer can plan shots that match the overall mood.

Keep your shoot cohesive

Moodboards ensure every detail of your styled shoot aligns with your vision. From table settings to lighting, they create a seamless, professional aesthetic that resonates with your audience. When you plan styled shoots using moodboards, the result is polished and impactful.

Adapt your plans easily

Plans can change, and that’s part of the creative process. Moodboards make it simple to adjust your vision without losing consistency. With tools like Visualist, you can update layouts, swap images, or add fresh ideas as inspiration strikes.

Why moodboards are your secret weapon

Moodboards are the bridge between your imagination and reality. They help you visualize, plan, and execute styled shoots that wow your audience while showcasing your creativity and professionalism.

Key takeaways:

  • Moodboards bring clarity and cohesion, keeping your styled shoot on track.
  • They’re a collaborative tool for aligning with vendors and ensuring everyone works toward the same vision.
  • With tools like Visualist, creating and sharing moodboards for styled shoots is quick and easy, so you can focus on the fun part—bringing your ideas to life.

Ready to create moodboards that impress? Use Visualist to transform your inspiration into stunning styled shoots and stand out in the wedding industry.

From Concept to Creation: Building the Perfect Styled Shoot Team
Camille Pabilona
December 18, 2024
wedding planning
Teamwork makes styled shoots shine—learn how to align your vendors and bring your vision to life.
styled shoot team, building styled shoot team, wedding vendor collaboration, moodboard planning, vendor relationships, wedding industry tips, styled shoot planning tools, using Visualist for styled shoots, wedding collaboration strategies, wedding vendor alignment, moodboards for teamwork, styled shoot logistics, wedding vendor partnerships, vendor communication tips, wedding industry growth, creative wedding planning, wedding branding, wedding marketing, building vendor trust, styled shoot success

Why teamwork is essential in styled shoots

Styled shoots in the wedding industry are all about teamwork. A shoot only works when a group of professionals—from planners and photographers to florists and venue managers—comes together. Each person plays a key role in bringing the vision to life. But without alignment, even the best ideas can fall flat.

The secret to smooth collaboration? Moodboards. These visual tools keep everyone on track, making it easier to agree on colors, flowers, and photography styles. Using a tool like Visualist to create and share moodboards streamlines the process and helps you find the right wedding vendors for styled shoots.

Why is building a strong styled shoot team so important?

  • Diverse skills: Every vendor brings unique perspectives and expertise to the table.
  • Cohesion: A clear plan keeps the shoot running smoothly.
  • Stronger portfolios: A well-executed shoot showcases everyone's best work.

In this article, we’ll cover how to build a wedding styled shoot team, use moodboards for planning, and foster vendor relationships that last beyond a single project.

The key players in a styled shoot team

Who needs to be on your team?

A great styled shoot isn’t just about showing up with a camera or bouquet. Every team member has a role in turning a concept into reality. Here are the key players:

  • Wedding planner: Keeps logistics on track and ensures the schedule runs smoothly.
  • Photographer: Captures stunning shots for everyone’s portfolio.
  • Florist: Designs floral arrangements that align with the shoot’s theme.
  • Venue manager: Provides a setting that brings the concept to life.
  • Specialty vendors: Think cake designers, stationers, or rental companies—they add those unique finishing touches.

How do you choose the right team?

Pick vendors whose styles fit your theme. For instance, if your concept is minimalist, a florist known for bold, lavish designs might not be the best fit. Share moodboards with potential vendors to convey your vision and gauge their interest.

A team of over 10 vendors contributed to this styled shoot by Viva Planning Event Design. Photographed by Corazon Photography.

Why collaboration matters

When every vendor understands their role and brings their expertise, the shoot feels seamless. Clear communication and planning are key, and moodboards make it easier to stay aligned.

Moodboards: your collaborative map

How do moodboards keep your team aligned?

Moodboards are the glue that holds a styled shoot team together. They provide a clear visual guide for vendors to follow, ensuring everyone contributes in a way that supports the overall vision. Collaborative tools like Visualist make creating and sharing moodboards effortless.

Why use Visualist for styled shoots?

Visualist simplifies team collaboration. Invite vendors to contribute directly, add input, or tweak details. This streamlined process keeps everyone in sync and ensures every vendor feels involved and valued.

Bohemian vibes in action: a real-world example

Picture a bohemian-themed shoot. Your moodboard might feature earthy tones, pampas grass, and relaxed table settings. Sharing it with your florist ensures they choose the right blooms. Your photographer can plan angles that emphasize the natural, laid-back vibe. With tools like Visualist, alignment is effortless, and the results are stunning.

Building lasting vendor relationships

Why relationships matter in the wedding industry

The wedding industry runs on trust, referrals, and partnerships. Styled shoots offer a perfect way to connect with other vendors and build rapport. A successful shoot can lead to future collaborations, co-hosting opportunities, and client referrals.

How to build strong vendor relationships

  • Stay clear and consistent: Communicate timelines, expectations, and updates to keep everyone aligned.
  • Give credit where it’s due: Tag every vendor in styled shoot posts on social media.
  • Show appreciation: Follow up after the shoot to thank your team and share the final images.

From one-time collaborators to trusted partners

Positive experiences foster lasting connections. Vendors who enjoy working with you are more likely to recommend your services or invite you to future projects. Tools like Visualist, which enable seamless collaboration through shared moodboards, help strengthen these partnerships by eliminating confusion and ensuring clarity.

Collaboration is key to styled shoot success

Styled shoots thrive on teamwork, and success depends on how well your team collaborates. By choosing the right vendors, aligning everyone with moodboards, and fostering strong relationships, you can create styled shoots that stand out and lead to exciting new opportunities.

Key takeaways:

  • Teamwork matters: A strong team is the backbone of every standout styled shoot.
  • Moodboards keep you aligned: They simplify communication and ensure a cohesive vision.
  • Visualist makes it easy: Use it to plan, share, and execute your styled shoots effortlessly.
  • Relationships pay off: Building vendor relationships leads to lasting benefits and future projects.

Ready to take your styled shoots to the next level? Use Visualist to design moodboards, collaborate with vendors, and turn your creative vision into reality.

Styled Shoots 101: The Secret to Showcasing Your Creative Vision
Camille Pabilona
December 17, 2024
wedding planning
Learn why styled shoots are the ultimate tool for wedding pros to experiment, network, and elevate their brand.
styled shoots, styled shoot planning, wedding industry tips, wedding professional tools, how to plan styled shoots, moodboard planning, wedding moodboards, wedding pro collaboration, building vendor relationships, showcasing creative vision, portfolio building tips, wedding photography tips, wedding florist ideas, wedding planner tips, visualist app, wedding marketing strategies, creative wedding shoots, wedding branding ideas, modern wedding trends, elevating wedding business

Why styled shoots matter for wedding pros

Styled shoots aren’t just about pretty pictures—they’re your chance to shine. They bring together planners, photographers, florists, and venues to experiment with trends, showcase their skills, and build a portfolio that attracts dream clients. Unlike real weddings, styled shoots give you the freedom to take creative risks, tell a unique story, and visually define your brand.

Feeling overwhelmed about planning a styled shoot? Don’t stress. Focusing on the basics and using tools like Visualist for seamless moodboarding can make the process simple and enjoyable. Here’s why styled shoots are worth it:

  • Highlight your style: Showcase your unique aesthetic and draw in clients who love it.
  • Build stronger networks: Collaborate with other vendors and expand your professional connections.
  • Boost your marketing: Styled shoots provide endless content for your portfolio and social media.

In this guide, we’ll dive into the benefits of styled shoots for wedding vendors, share tips for planning one, and explore how moodboarding tools like Visualist can help you collaborate and succeed.

‍

What are styled shoots and why do they matter?

Understanding styled shoots

A styled shoot is a collaborative photoshoot designed to showcase wedding vendors’ creativity and skills. Think of it as planning your dream wedding—without the stress of real clients. The goal is simple: create stunning visuals that highlight your expertise and attract the right clients.

For example, planners can use styled shoots to demonstrate how they handle intricate details. Florists can experiment with bold, creative arrangements that set them apart. Styled shoots let every vendor shine by focusing on their strengths.

‍

How styled shoots differ from weddings

Styled shoots give you full creative freedom. You control the timeline, choose the theme, and perfect every detail. Unlike real weddings, there’s no pressure to meet a client’s expectations.

Here’s what makes styled shoots special:

  • Work with vendors you admire.
  • Try out new ideas and trends.
  • Build a portfolio filled with curated, high-quality images.
Haley Nyal Events skilfully incorporated shades of gold in this retro chic shoot. Photographed by Denise Apgar.

Why styled shoots are vital for wedding professionals

Styled shoots aren’t just about pretty pictures—they’re about growth. They help you:

  • Show your expertise to potential clients.
  • Connect with other talented vendors.
  • Test trends that can make your work stand out.

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Moodboards: the key to every styled shoot

What is a moodboard, and why is it essential?

Moodboards are essential for planning styled shoots. They transform abstract ideas into actionable visuals, helping you keep your shoot cohesive and on track. Want to create an effective moodboard? Check out our step-by-step guide.

Three steps to planning a styled shoot

Step 1: Start with a strong concept

Define your theme before anything else. Are you showcasing a sleek, modern wedding or a dreamy garden celebration? Your concept will guide your moodboard and set the tone for the entire shoot.

Step 2: Build the right team

Work with vendors who share your vision. Share your moodboard to align everyone’s ideas. Use Visualist, an intuitive tool, to streamline collaboration and ensure smooth coordination.

Step 3: Execute with purpose

Treat the shoot like a wedding day. Focus on lighting, timing, and composition to bring your vision to life. Strive for perfection but leave room for creativity as the day unfolds.

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Why styled shoots should be part of your plan

Styled shoots are more than just an opportunity to create stunning images—they’re a powerful tool for growth in the wedding industry. By blending creativity, thoughtful planning, and teamwork, you can elevate your brand and attract clients who love your style.

Key takeaways:

  • Showcase your creativity: Styled shoots highlight your style, skills, and vision.
  • Refine your vision with moodboards: These tools keep vendors aligned and ideas cohesive.
  • Simplify planning with Visualist: Use it to streamline collaboration and focus on execution.

Whether you’re experienced or just starting out, styled shoots open doors to new ideas, strong partnerships, and standout marketing. Ready to begin? Create a moodboard with Visualist and turn your dream styled shoot into reality.

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Photo credits: Venue: The Maples Woodland, Wedding Design Stylist, Planner, + Coordination: Haley Nyal Events, Photography: Denise Apgar, Rentals: Memorable Events Rentals + Celebrations! Party Rentals, Floral: The Blonde Bouquet, Bouquet Ribbon: Party Crush Studio, Cake: Baker & A Black Cat, Videography: Lens of Lennox Videography, Signage + Stationery: Sugar Pine Calligraphy, Styling Mat: Suzy Pierce Art, Dress: a&bé Bridal Shop, HMUA: Michele DeeAnn Makeup, Jewelry: Sharif Fine Jewelers, Tuxedo: The Black Tux, Bar: The Old Pour Soul, Charcuterie: The Dancer's Pantry, Catering: Sacramento Catering Collective

Crafting Winning Proposals as a Personal Stylist: Insights and Best Practices
Charlotte Dugdale
August 22, 2024
personal styling
Create the perfect personal styling proposal to win clients
client proposal personal stylist, client proposal personal shopper, personal styling proposal, client proposal template, personal styling proposal template, client conversion, personal stylist, personal stylist business

In personal styling, a standout proposal is key to winning clients and growing your business. Your proposal isn’t just a formality—it's a tool that sets the tone for your services. It can mean the difference between landing a client or losing them to the competition.

Whether you’re new to personal styling or an experienced pro refining your approach, these strategies will help you create visual proposals that resonate with clients and showcase your unique value.

This article will explore:

  • How to capture attention in proposals by using personalized storytelling and compelling visuals to make a strong first impression.
  • How to reflect your brand identity consistently through colors, fonts, and values to attract your ideal clients.
  • How to incorporate visuals like before-and-after photos and clear timelines to showcase your expertise and manage client expectations effectively.

Tip 1: Capture attention from the start

One major mistake personal stylists make is creating a bland, uninspiring proposal. Your proposal is your first shot at making a lasting impression, so it must be engaging and reflect your unique style.

Add your personality to the proposal by sharing your story, your passion for fashion, and how you can uncover your client's true style. This personal touch helps clients connect with you on a deeper level.

Use compelling visuals like moodboards, before-and-after photos, or portfolio highlights to showcase your work. Clients should feel excited about the possibilities the moment they see your proposal.

Tip 2: Reflect your brand identity

Your proposal should seamlessly extend your brand identity, mirroring the aesthetic and personality that initially attracted your clients.

Use your brand’s colors, fonts, and logo throughout the proposal. This consistency strengthens your professional image and makes your proposal instantly recognizable.

If you specialize in luxury styling, ensure your proposal exudes sophistication. If your brand focuses on sustainable fashion, highlight eco-friendly practices and ethical brands. Always tailor your proposal to attract the type of client you want.

Tip 3: Highlight your work with visuals

In personal styling, a visually-driven industry, your proposal should be rich in images that showcase your expertise.

Create sections that clearly differentiate your services and the benefits clients will receive. For example, outline your wardrobe makeover process and explain how it will enhance the client’s life and boost their confidence.

Use before-and-after photos, client testimonials, and images that match the client’s style. A well-chosen cover image that captures your work's essence can instantly draw clients in.

Add behind-the-scenes shots to give clients a glimpse of your process and show the dedication you bring to your work.

Terrica, an expert in client proposals, suggests varying the sizes of your images. Use larger images to emphasize important aspects and pick a striking image for the cover photo to immediately capture attention.

Tip 4: Establish clear timelines

Adding a clear timeline to your proposal is key to controlling your availability and pricing. It also creates urgency, encouraging clients to decide quickly.

Specify when the proposal expires, noting that your availability, pricing, and other factors may change after this date. This prevents delays and helps you manage your schedule more effectively.

Conclusion: Standing out with style

In short, the key to crafting winning proposals as a personal stylist is to make them engaging, visually appealing, and true to your brand. By following these strategies, you’ll stand out to potential clients and build a strong foundation for a successful relationship.

Your proposal is often the first impression a client has of your work—make sure it’s unforgettable!

Unconventional Client Questionnaire Template | Personal Stylists
Megan Hill
July 16, 2024
personal styling
Want to really get to know your personal styling clients? Save this client questionnaire.
understanding clients, understanding personal styling clients, client goals and drivers, client intake questionnaire, client intake questions, personal styling questionnaire, personal styling client intake, personal styling questions, personal styling client questions, personal style questionnaire, personal styling consultancy, advice for personal stylists, personal styling resources, personal stylist resources, interesting client questions, get to know your client

Personal styling is about understanding the person behind the clothes. Client questionnaires provide a unique opportunity to ask your clients key questions about their shopping habits and wardrobe needs, while also revealing their character. To truly understand your client, you need to ask unique, creative questions. Though it may seem trivial, your client's typical Saturday night plans or dream holiday destination can significantly impact their style identity. Here are 10 unconventional questions to ask

This article will explore...

  • Personal styling requires understanding clients' personalities, shopping habits, and wardrobe needs.
  • Questions about travel dreams, social activities, favorite music, and hobbies reveal deeper insights into clients' style identities.
  • Use client responses to create wardrobes that incorporate their fantasies, social lives, and personal aesthetics, ensuring functionality and true reflection of their selves.

10 Client Questionnaire Ideas for Personal Stylists

1. You get a free ticket to anywhere in the world. Where are you going and why?

Do they dream of walking NYC streets or sunning on a beach in Bali? Explore how you can incorporate that fantasy into their everyday wardrobe.

2. It's a Saturday night, what are you doing for dinner?

Does your client need an outfit for fine dining with friends, or do they prefer something cute but cozy for staying in and ordering pizza?

3. If you could live in any time period, when would you choose and why?

70s flares, 80s power suits, or 50s rockabilly—what elements of their chosen era's aesthetic can you incorporate into their wardrobe?

4. What's on your social calendar for the next 3 months?

A good way to snapshot your client's life and figure out what they need to feel fabulous on all these occasions.

5. What album do you play on repeat?

Fashion and music are closely linked. Maybe their favorite singer is also a style icon or their favorite sound indicates a preference for a specific aesthetic.

6. If you were stranded on a deserted island alone, what six items would you need?

It’s important to understand your client's fundamental priorities. This is also a great way to discuss letting go of old, unnecessary clothing to make room for the new!

7. Describe your perfect Sunday...

Put yourself in your client's Sunday shoes. What kind of wardrobe do they need to feel comfortable yet fabulous?

8. What are you watching on Netflix these days?

Does your client hope to embody the confidence of their favorite fictional character? Could you recreate the fashion aesthetic of their favorite show?

9. What is your favorite hobby?

Is your client a keen runner, a talented artist, or an animal lover? How can their wardrobe be more functional for these activities while still being stylish?

10. If you could have one superpower, what would it be?

Flying, mind-reading, or the ability to style an outfit without any stress—if the latter, you know where to focus your attention!

Wedding MBA 2024: The Must-Attend Event for All Wedding Pros
Charlotte Dugdale
July 15, 2024
wedding planning
Join 6000+ wedding pros at the biggest industry convention in Las Vegas in November to learn and discover from top educators and busineses in the wedding industry.
Wedding MBA, Wedding MBA 2024, Wedding Conference, Wedding Convention, Wedding Pros, Wedding Planner, Wedding Planning, Las Vegas Convention Center, Wedding in Las Vegas, Wedding planning event, Wedding planner speeches, Wedding industry pros, wedding florists, wedding DJs, wedding photographers, wedding venues, wedding business networking, wedding industry insights, wedding seminars, wedding expo, wedding professional development, wedding business growth, wedding industry trends, wedding business tools, wedding software, wedding industry leaders, wedding marketing, wedding event planning, wedding education, wedding industry workshops

Attending Wedding MBA? Check out our handy digital guide for the top talks and all the happy hours!

‍

Wedding MBA (Merchant Business Academy) is the top conference for wedding industry pros. Wedding MBA 2024 will be at the Las Vegas Convention Center from November 12 to 14.

This year's event is a must for wedding planners, florists, DJs, photographers, and venue owners. Attendees can network with experts and gain insights to boost their businesses in the ever-changing wedding industry.

Visualist attended Wedding MBA 2023. We spoke, exhibited, networked, and partied. Here's why you should attend Wedding MBA 2024 and how to make the most of it.

Key teaching points of Wedding MBA 2024:

  • Learn from Industry Experts: Attend talks and seminars by top professionals to gain insights and elevate your wedding business.
  • Networking and Collaboration: Network with peers through after-hours events like Conference Confident, fostering valuable connections.
  • Explore Innovations: Visit the Expo Hall to find new software, products, and services. Join guided tours like Terrica's Favorite Things to enhance your business processes and client experience.

Learn from the best at Wedding MBA

Wedding MBA is the place for industry-leading talks and seminars. This year's speakers include Tim Chi, CEO of The Knot, Alan Berg, a global speaking fellow, and luxury wedding planner Andrea Eppolito.

Last year, Visualist CEO Cherie Yang spoke on 'AI and Wedding Planners: The Perfect Match.' We're excited to announce that Visualist will be back on stage at Wedding MBA 2024. Don't miss our WedTalk 'Put Client Wellness First' on Wednesday, November 14, at 11:15 am.

Attendees listening to Cherie Yang’s WedTalk Presentation

Network with peers after-hours

Enjoy Vegas to the fullest! During Wedding MBA, join various activities designed for wedding professionals.

Last year, Visualist sponsored the Monday Night Mixer drinks, hosted by wedding educators Renee Dalo and Amber Anderson at the Museum of Selfies Las Vegas.

Monday Night Mixer guests with Visualist tote bags

Renee and Amber will speak at Wedding MBA again and co-host Conference Confident workshops. Conference Confident helps solo attendees join a community, meet new people, and apply conference knowledge.

Get your Conference Confident tickets here.

Watch our BTS recap from last year:

Improve your business by touring the Expo Hall

Don’t miss the Expo Hall at Wedding MBA. Discover new software, products, and services for wedding professionals. Enjoy freebies, discounts on wedding software, and branded merch.

Last year, Visualist was featured in Terrica's Favorite Things tour. She guided wedding planners through the Expo Hall, highlighting must-have tools for enhancing processes, systems, and client experience. Expect similar tours in 2024.

Terrica, a top wedding business educator, is a regular on the Wedding MBA stage. Don't miss her talk with Meghan Ely, owner of OFD Consulting, on "The Trend Experience: The Hottest New Wedding and Event Ideas."

Connect with like-minded wedding pros

Wedding MBA is the perfect place to learn and network. Connect with others who share your goals. Keep in touch and collaborate after the event—both in person and online.

Last year, we met wedding educator Becca Pountney. Cherie was recently on Becca's podcast, "Wedding Pros Who Are Ready to Grow." In the episode, "Automation, Tech, and Entrepreneurship with Cherie Yang," they discuss how Visualist stood out at Wedding MBA with clever marketing ideas.

At Wedding MBA 2023, we also met Margaux Fraise, founder of Wedding Summit Series. This community for wedding pros hosts regular events and summits. Since then, Visualist has proudly sponsored two Wedding Summit Series events.

Excitement awaits at Wedding MBA 2024

This year's Wedding MBA promises much to look forward to. It's a global staple in the wedding industry for a reason!

Visualist is returning to Wedding MBA. Visit us at Booth 2318B

We're excited to collaborate with Jessica Valenzuela, a Las Vegas wedding content creator, capturing the event's magic.

Follow us on Instagram for updates on our Vegas events and talks!

How to Create the Perfect Wedding Planning Proposal with Terrica
Sophia Angel Lou Quiachon
July 11, 2024
wedding planning
Creating the perfect wedding planning proposal—the Terrica way.
wedding client proposal, wedding planner client proposal, wedding business client proposal, wedding planning proposal, client proposal template, wedding planning proposal template, client conversion, wedding planner, wedding business, Terrica wedding business coach

When it comes to running a successful wedding planning business, few things are as crucial as creating good client proposals. A well-designed proposal is more than just a formality. It's a powerful tool that can boost client conversion rates and set the tone for your business.

A standout proposal can be the difference between landing your dream clients and losing them to a rival planner. We recently sat down with renowned wedding business coach, Terrica, in an Instagram Live session. Packed with actionable tips and insights from the session, this article will cover...

  • who Terrica is
  • what a client proposal is
  • rules to create winning client proposals

Meet Terrica

Meet Terrica, award-winning wedding planner, designer, and speaker.

Romantic, classic, and fun are three words to describe Terrica's wedding planning style. A 17-year veteran of the industry, Terrica is today known as an award-winning wedding planner and designer of exquisite destination weddings in the Golden Isles region. As the Chief Wedding Planner and Designer of Cocktails & Details®, she leads a talented team of planners and event managers.

But Terrica's impact extends far beyond her local community. Today, her mission is to teach wedding pros "how to advocate for themselves."

Through her virtual wedding planning concierge service, The White Lounge, she connects destination couples with top-notch wedding professionals, ensuring seamless experiences no matter the location. Terrica also spearheads the Unity Through Community initiative with the goal of championing diversity and inclusivity within the wedding world. Her speaking engagements—ever humorous yet grounded—have earned her a nomination for NACE's Speaker of the Year Award.

What is a client proposal?

A client proposal is a formal document that wedding planners present to potential clients, outlining the details of their services, packages, pricing, and planning process. It's often a client's first tangible glimpse into a planner's skills and can be a make-or-break factor in their decision.

For wedding planners, mastering the art of proposal writing is crucial for attracting and retaining their ideal clientele, and Terrica knows exactly how to do that.

Rules for creating winning client proposals

As a wedding planner, you're likely less a writer and more a designer. Proposals are essential, but may not come naturally. Terrica teaches wedding pros to lean in to their strengths. Below, she shares her top five rules for creating wedding planning proposals that stand out.

Rule 1: Don't be boring

The number one mistake wedding planners make is creating boring client proposals. Your client proposals should always catch the client's attention at first glance. Make them visual and interactive. Don't write like a generic wedding planner. Write as you and tell your story and how you can make their vision come to life.

Rule 2: Align with your brand

Know what your brand is, and what your brand isn't. Your proposal should be an extension of your brand identity, and reflect the same values, aesthetic, and personality that drew clients to you in the first place.

Let's talk examples. If you're looking to attract luxury clients, make sure your social media and website exude the same luxurious energy. Never post weddings that you do not want to do again.

Yes, there may be times when you take on jobs because you need to. But that does not mean you have to post them!

Pro tip: If you want to attract certain weddings that you've not yet done, organize a styled shoot to build your portfolio and show what you're capable of..

Rule 3: Get visual

Visuals are key in client proposals. If you're a wedding pro, your proposal should always include a variety of photos, videos, and moodboards to help couples envision their dream day coming to life under your creative guidance.

Break down your client proposal into features and benefits. The features highlight what you do and the steps you'll take, while the benefits explore what they'll enjoy as a result of working with you.

Make sure to include great detail shots of people and venues, or photos that follow the client's preferred color palette. It's also a great idea to mix in a few behind-the-scenes shots that give clients a glimpse into your process and the dedicated team they'll be working with.

Lastly, vary the sizes of your visuals. Use larger images to emphasize crucial elements, and pick a striking, full-size image for the cover photo that immediately captures the couple's attention.

Rule 4: Set an expiry date

Always add an "expiration date" in your proposal. Pricing, availability, and priorities can all change. An expiration date gives clients a clear notice period for when they need to make a decision and prevents them from sitting on your proposal indefinitely. This is one of the many ways you can set boundaries and keep control in your wedding planning business.

Rule 5: Make yourself "un-ghostable"

One of the most frustrating experiences for you as a wedding planner is investing time and effort into a proposal only to have the client "ghost" you. To prevent this, Terrica recommends adding a required question in your proposal or contact form that gauges the client's intentions: ask them "when do you want to start working with our event team?". Responses may vary from "immediately", to "in a few months", or "just exploring." This will give you an idea of how often you should follow up and nurture the relationship without overwhelming them.

Beware! Never overwhelm nor underwhelm your clients—always give just enough. If they ask for your package rates, answer them briefly. If they want to learn more about a certain service, walk through it concisely. There's no need to go on a long speech about why they have to book you now. They will make that decision as they see fit.

Terrica's wedding client proposal checklist

To sum up, wedding industry veteran Terrica shares the following expert tips for creating winning client proposals:

  • Don't be boring
  • Align with your brand
  • Get visual
  • Set an expiry date
  • Make yourself "un-ghostable"

With these rules, you can finally create a client proposal template that actually works. Better get ready—you'll be getting booked in no time!

What Do Wedding Planners Need From a Project Management Tool?
Sophia Angel Lou Quiachon
May 30, 2024
business admin
wedding planning
What makes a perfect productivity tool? Find out what criteria you should be looking for in a project management software for your wedding business.
wedding planner project management, wedding planning productivity software, all-in-one tool for wedding planners, wedding planning all-in-one tool, wedding planning all-in-one software, client portal, business efficiency, wedding planner, wedding business

Owning a wedding planning business demands creativity, organization, communication, dedication, and essential project management software.

These tools help manage tasks, timelines, budgets, and vendor contracts while nurturing client relationships and crafting stunning designs. Think of project management software as your efficient personal assistant!

Yet, with numerous all-in-one tools available, choosing the right one can be daunting.

To guide your investment in productivity software, consider this checklist. The ideal tool for wedding planners:

  • Simple: Choose software that streamlines workflow setup for effective task management, deadlines, and progress tracking.
  • Secure: Prioritize software with robust security features for safe document storage and online payments, essential for client confidence.
  • Stylish: Opt for a user-friendly tool with a sleek design that enhances your professional image and impresses clients.

Let's delve into this further...

Simplicity

Using a wedding business CRM or productivity software should make your work smarter, not harder.

Setting up your workflow in a project management tool should be straightforward, not stressful. The goal is to streamline the process, allowing planners to organize tasks, set deadlines, and track progress effortlessly. By simplifying workflow setup, planners can focus on creative and strategic tasks instead of technical complexities.

Look for user-friendly wedding planner project management software that you can navigate intuitively, saving time and enhancing the client experience.

Security

Your work is valuable, so it deserves secure storage.

We understand the hesitation about digital storage. However, wedding business CRM and productivity software are designed meticulously to safeguard your documents, designs, and data in an easily accessible space. No more misplaced files or accidentally deleted inspiration images!

Many wedding planner project management tools also offer invoicing capabilities, ensuring financial security is a priority. Look for software with secure invoicing and online payment options for safer transactions.

Style

Your project management tool reflects your brand—make sure it's as stylish as you are!

Invest in a sleek, user-friendly tool to showcase professionalism and sophistication. A well-designed system enhances efficiency and impresses clients with its polished interface and seamless functionality. This alignment of style and substance reinforces your brand’s image as meticulous and contemporary, ensuring every client interaction, from initial consultations to final touches, resonates with excellence and elegance.

In a competitive industry where details count, a stylish project management tool sets you apart, showing your dedication to the art and science of wedding planning.

Your cue to invest in an all-in-one tool for wedding planners is now...

Wedding planner project management tools are designed for modern planners aiming to boost client satisfaction. When choosing software for your wedding planning business, prioritize simplicity, security, and style.

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