all new episodes of the podcast are available.

Grab your earbuds and lets go

This drink's on me. Business advice served straight up, every single Tuesday on my podcast, The Power in Purpose. Available now.

the power in purpose podcast

listen now


upgrade your clients

power in purpose podcast

Join My Mastermind

shop the shop

Grab tools and resources to instantly level up your wedding biz. From pricing calculators to email templates, business processes to swipe files... the Candice Coppola Shop has it all.

hey there!

I believe that entrepreneurs who lead with their purpose are more successful, less likely to burn out, and deeply connected to why they do what they do. 

I help women like you build a profitable business with purpose.

close menu


For Wedding Planners

get biz tools

like a pro

All the training and support you need to design, coordinate, and plan high-end weddings

Let's Go!

Growing a Business

How to Onboard New Team Members Into Your Wedding Business

August 3, 2023

is honeybook the right fit for your biz?
how to get your first client
8 free af ways to market your biz
Now Trending:
I'm candice!

I'm Candice, your new tell-it-like-it-is BFF (and purpose cheerleader). Are you ready to grow and scale a profitable business with purpose–and one that gives back to your meaningful life? Thought so!


What's your brand cocktail for success?

take the quiz

*cues up to the bar* Let's start the tab, shall we? Take the quiz and find your brand cocktail for success.

Want to grow your wedding business? Today, I’m going to share a simple and effective onboarding framework to help you welcome new team members into your wedding business, nurture them, and get them up to speed in their roles. Most wedding businesses have an onboarding process for customers. And if you don’t – make sure to grab my onboarding process here

Here’s my question for you: do you currently have an onboarding process when bringing new team members into your wedding business? If this is your first hire or you don’t have a big team, you probably don’t but don’t worry – you are in the right place to get this done now! This is a GREAT time to create (or reflect on) your process and ensure it's simple and easy to do. Onboarding new team members does not have to be complicated. An easy framework can save you valuable time in the future as your business grows.

If you are in the Planner’s Playbook – you know how much I love a good framework. And here's the deal about frameworks – they’re essentially repeatable processes. Create it once, tweak it once you put it out into the real world, and then duplicate it over and over again. Frameworks make your life a LOT easier, so creating a framework to onboard your new team members will ensure everyone gets the same process of learning, training, and understanding. 

three new wedding planners and tips to onboard new team members

Do You Already Have a Team in Your Wedding Business? 

It’s not too late to fine-tune your onboarding process, even if you do have a team you love already! If you're looking to optimize your employee onboarding experience, getting your current team involved in creating the process can have great benefits. Who knows, it might be an opportunity to talk about how your business can do even better!

Asking for their advice, opinions, and what they wished was in place when they joined your team empowers your employees and makes them feel valued. It also creates an open feedback loop to identify gaps and shortfalls, including those that may go unnoticed otherwise.

Additionally, involving them in the process of growing your business increases their investment in the success of the company. They're more likely to feel like an important part of the team and become invested in your team's mission.

Step One: Have a System for Outlining Your Onboarding Tasks and Milestones

To create an onboarding process for adding new team members to your wedding business, I recommend you aim to document a three-part plan for their first 30, 60, and 90 days. Don't just think it; put it down in writing. This can’t just be in your head! Softwares like ProcessStreet, Asana, Basecamp, and ClickUp work great for establishing this system and saving it so you can duplicate it and use it over and over again. I’ve talked a lot about why I love Asana and how I use it in my own business! 

If you don’t want to invest in a project management software, Google Docs and spreadsheets work as a free option. You don’t have to buy anything – you just need to get this 90-day framework out of your head.

Expanding your biz by onboarding associate wedding planners.

Step Two: Streamline Access to Share Information Like Files, Folders, Logins, and Passwords

Not everything can exist on your hard drive! Listen, when you welcome new team members into your wedding business you need to WELCOME NEW TEAM MEMBERS INTO YOUR WEDDING BUSINESS. This means they need to have ACCESS to things they may need to do their job and do it well. A disjointed system with everything stored on your personal drive or in a disorganized drive folder does nobody any good and ends up restricting communication and collaboration. It also can lead to major frustration for new hires that were initially really excited to work for you!

Step Three: Share Your Brand Guidelines

Next, you're going to need a system for sharing highlights for your business and your brand. This really should be shared as you onboard new team members.

Your brand guidelines should include things like: 

  • Font size and style
  • Colors
  • Logo Variations
  • Specific rules for the brand (ie. how much space should be left around your logo)
  • Mission Statement
  • Vision Statement
  • Purpose Statement
  • Core values
  • The list could go on and on!

A quick tangent here: your company exists for a reason. You likely want to serve a specific group of people, and you do that in a specific way. Everybody on your team needs to be on board with your company's mission, vision, and purpose as it relates to serving your customers, which means they need to know what it is! Brand guidelines are more than just visuals. 

You Also Need to Share Your Services + Products Ladder

As your wedding business grows and you add new team members, it's important to ensure that everyone is on the same page. Even if certain team members won't directly interact with customers, they should still understand the full scope of services and products that you offer.

In fact, it can be valuable to outline everything that your business does to serve your customers, even the things that you might not advertise for. Having a comprehensive view of your business operations can allow new team members to better understand how their role fits into the larger picture, and help them better contribute to the wider success of the company. So take the time to provide thorough onboarding and ensure that everyone is up-to-date and well-informed!

You Should Also Include Your ICA (Ideal Client Avatar)

Every business has a target audience that it aims to serve. Identifying that audience is key to a business's success. Without a clear understanding of who the business is catering to, it's hard to create an effective message that resonates and creates an impact.

In my experience of over a decade in the wedding industry, I've seen countless businesses fail because they didn’t take this step seriously enough. Believe me, it's something you don't want to miss! Taking the time to understand your audience can mean the difference between success and failure, so make sure your team knows who you're talking to.

If you feel like your ideal client feels basic (or you feel a little called out when I say some businesses don’t know who they are talking to), make sure to sign up for the Client Cocktail here

Step Four: Give Them a Rough Outline of Their Job Description

Listen, this can feel intimidating but it’s so important you don’t skip this step while you onboard new team members. To make sure that new hires have a clear understanding of their role and responsibilities, it's important to provide a detailed job description. Even if it does change over time, having a rough outline of what’s expected of them will help prevent communication breakdowns that might eventually hinder their performance.

To structure this effectively, you can break down the job responsibilities into specific timeframes such as 30, 60, and 90 days. By gradually increasing the level of difficulty, you give new hires the opportunity to learn and grow in a manageable way. This also helps them to grasp the fundamentals before tackling more complex tasks.

Putting on my business hat for a sec – it’s also important to have new hires sign a non-disclosure agreement (NDA) to safeguard proprietary information. This agreement ensures that the new team member can't disclose or use confidential information that belongs to your company. You can find pre-made NDAs from reputable sources like Legally Set. By protecting your company's interests, you create a safe and secure work environment for everyone. 

teaching associate wedding planners

Let’s Recap This Simple Framework for Onboarding New Team Members Into Your Wedding Business:

  1. Have a system for outlining your onboarding tasks and milestones. I recommend breaking it up into 30, 60, and 90 days!
  2. Streamline access to everything your new team members need
  3. Share your brand guidelines (more than just the visuals!)
  4. Give them a rough outline of their new job description!
  5. Celebrate! Did I forget to tell you to celebrate?

Listen, as someone who grew my own wedding business team, I can tell you this: the number one reason why people don't work out is because the job is not communicated to them well or because communication breaks down and they don't know what they're expected to do. Don’t let that happen to you. By following this really simple framework, you can cross your T’s and dot your I’s when it comes to bringing on new team members into your business.

The Planner's Playbook is a Membership for Wedding Planners Looking to Grow Their Business

Looking to take your wedding planning business to new heights? Look no further than the Planner's Playbook – the ultimate membership for wedding planners who want to grow their business. Gain exclusive access to a wide range of resources, including expert-led masterclasses, a vibrant community of fellow planners, and a comprehensive deep dive Playbook delivered straight to your inbox every month. With our actionable advice and unwavering support, you won't want to miss out on this opportunity. Secure your spot on the waitlist today and start elevating your wedding planning career!

Explore More Wedding Industry Resources

For More Wedding Planner Business Secrets Follow Me On Instagram

Is your brand experience attracting and repelling the right people? 🤔🤔🤔🤔

Branding and client experience are important as a wedding pro, and today, we are talking about where the two meet! 

In this episode, I’m chatting with Ally Baur of @allybdesigns all about the elements of brand experience, the role of branding in attracting ideal clients, the impact of templates on brand consistency, and the significance of customer service in the wedding industry. 

It’s an episode you’re gonna want to listen to if you want make sure your brand and brand experience is up to snuff.

Comment 133 below and I’ll DM you a direct link to listen! 

#powerinpurposepodcast #thepowerinpurposepodcast #brandidentity #brandexperience #weddingindustry #weddingpro #weddingpros #candicdcoppola #weddingproinsiders #clientexperience #brandstrategy #brandingtips
Today was a GREAT day to chop off all my hair. This is your sign to shed anything that’s not serving you. ✨

Special thanks to @naomihairsyou and @ronavictoriaa_ 🥰😍

#hairtransformation #hairchop #shorthair #bluntbob #blondebob #candicecoppola #hairbeforeandafter #barbados #summerhairgoals #chopoffyourhair
Can you get sued for networking? How should you be LEGALLY protecting yourself while building relationships within the wedding industry?

This is an interesting question we are exploring and answering in the latest episode of The Power in Purpose Podcast! My guest is attorney @nicolecheriodenlaw and she’s breaking down the steps you need to take to make sure you’re protecting your biz.

👇🏻 Comment the term LEGAL below and I’ll DM you a link this episode! 

#thepowerinpurposepodcast #candicecoppola #weddingpros #weddingindustry #weddingpro #weddingpodcast #weddingpod #weddingindustryeducation #weddingphotography #weddingplanner #networkingtips
Hiring associate planners to onboard new team members.

+ show Comments

- Hide Comments

add a comment

Join the Convo

Check out the most recent posts

Here's some recent posts to check out

before you go...

More Strategy Tips

on YouTube

Downloads packed with my 10+ years of expertise planning million-dollar events

It's time to give your wedding biz a glow-up.

shop now

Resources that get delivered immediately

You just found your new biz BFF.

Get ready to grow your business with intention, one episode at a time. Join me every Tuesday to have a conversation about marketing, mindset, or money on The Power in Purpose Podcast.

it's like having me in your back pocket (literally)

LISTEN ON the blog
listen on google

Each week, we explore how to build a profitable business with purpose—and the stories behind successful entrepreneurs who have. Get ready to dig in and have meaningful conversations about business and life, as we explore the strategies and techniques that build the kind of business you want. 

Let's mix you up a business cocktail that is equal parts strategy, purpose, and fun. Join me each week on my podcast where I break down business strategy.

listen on amazOn

these posts are on fire

Wanna steal my biz secrets?

or at the very least, hear the story about how I met Beyonce?