Monroe Event Co. Onboarding Questionnaire
About this template
Kick off the planning process with a thoughtful, all-in-one onboarding questionnaire. This guide covers everything—housekeeping, communication, expectations, and deep-dive questions about your couple’s story and wedding details. With four pages of intentional questions and a kickoff call scheduler, it sets the stage for a seamless, stress-free planning experience.
Use this template to
Gather information
Onboard clients
Schedule meetings
Share general information
What’s included
Questionnaire
Get client input, collect project details, and set expectations ahead of—or during—any project.
Ready-to-use copy
Templates come filled with prewritten copy you can use as is or edit to match your brand and business.
Scheduling
Let clients book meetings, sessions, or appointments during your available time slots.
From the creator
Support
Learn how templates workGet help with templatesPublished
February 27, 2025
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Abbey Quan
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