All Tools & Resources
Premium Resource

Client Welcome Packet Template

Everything you send couples the moment they sign the contract. Welcome letter, month-by-month roadmap, 68-question pre-wedding questionnaire, day-of timeline template, vendor contact list, and FAQ. Sets expectations and makes you look organized from day one.

What's Inside the Welcome Pack

Welcome Letter & Designed Cover

Personal letter template that reinforces the couple's decision, designed cover page with their names, and contact card for easy saving.

Month-by-Month Roadmap

Eight milestones from signing to first anniversary. Removes the most common pre-wedding anxiety — couples always know where we are in the process.

68-Question Pre-Wedding Questionnaire

11 thematic sections — the basics, your story, wedding details, timeline, key people, must-have moments, style, music, venue access, logistics.

Day-of Timeline & Vendor List

Editable timeline template with every coverage milestone and a vendor contact list template for the planner, photographer, DJ, florist, and venue.

"Better Film" Guidance for Couples

Eight gentle, optional suggestions that measurably improve the final film — walking slowly, finding private moments, eating breakfast, flagging sensitive topics.

FAQ & Communication Guidelines

Common couple questions answered upfront, your preferred communication channels and response times, and housekeeping notes on cancellation, copyright, and emergencies.

Preview

Contents:

  1. Cover Page
  2. A Welcome Letter
  3. What Happens from Now Until the Wedding
  4. How to Reach Me
  5. What I Need from You
  6. Pre-Wedding Questionnaire
  7. Day-of Timeline Template
  8. Vendor Contact List Template
  9. What You Can Do to Get a Better Film
  10. What Comes After the Wedding
  11. Frequently Asked Questions
  12. Housekeeping Notes
  13. Thank You

Pre-wedding questionnaire – 68 questions in 11 sections: from the couple's history to music and venue restrictions.

60 days before the wedding

  • I'll email you the Pre-Wedding Questionnaire (also included in this pack as reference)
  • Please return it within 2 weeks
  • Second payment invoice sent (if applicable to your package)

14 days before

  • 30-minute Final Planning Call — video or phone, your choice
  • Final payment due
  • Timeline locked

What You Can Do to Get a Better Film

1. Walk slowly. It's the single most common thing I ask couples to remember. Film reads faster than real life. A slow walk always looks confident on screen. A fast walk always looks anxious.

The complete set is a 15-page PDF and Word document. Free with any OurStoria subscription, including a 7-day Pro trial with no card required.

Client Onboarding Template

Onboarding is everything that happens between signing the contract and the wedding day. The template compiles it into a single document, which the couple receives within 24 hours of signing: a welcome letter, a timeline from signing to the wedding day, how to contact you, and what you need from the couple. The couple immediately understands how you work, and you receive everything you need to plan the shoot without having to deal with dozens of emails.

Client Onboarding Questionnaire Template

The main part of the kit is the pre-wedding questionnaire: 68 questions in 11 sections. These include the basics, the couple's story, wedding details, timing and locations, key people, must-haves, style, music, venue access and restrictions, logistics, and final questions. You can send the questionnaire online using Google Forms or Typeform—keep a PDF copy as a backup.

New Client Onboarding Checklist Template

The client timeline is a checklist by stage: immediately after signing, 60, 30, 14, and 7 days before the wedding, the wedding day, the first 72 hours after, the teaser, the full film, and the anniversary. At each stage, it outlines what you do and what you need from the couple. Plus a separate “what I need from you” list: what to do in the next 7 days and what to do 60 days before the wedding.

Why Client Onboarding Matters

The 48 hours after a client signs the contract is the single highest-leverage window in the entire vendor relationship. The couple is excited, they just made a big decision, and they're waiting for confirmation that they chose right. Sending a designed welcome pack in that window does three things at once: it reinforces their decision, it sets you apart from every other vendor who just emails "thanks, talk to you in 60 days," and it captures the information you'll need for planning before the couple gets distracted by 40 other wedding tasks.

The Questionnaire Is the Most Valuable Piece

A great wedding film starts with a great brief. Generic questionnaires collect names, dates, and venue addresses. Our 68-question template collects the texture: how the couple met, who is no longer with them but being honored, what films they've loved and hated, who is giving a speech and roughly when, what surprises are planned. That texture is what separates a film that looks pretty from one that moves people.

Why Send It All at Once

Some videographers drip-feed this information over months. The problem: you're only as prepared as the most recent email the couple actually replied to. A single PDF welcome pack means they have everything in one searchable place, and you can refer back to any section without digging through email threads. Pair it with our Wedding Day Timeline Template for the day-of coordination and the Wedding Video Shot List for your own pre-shoot prep.

Frequently Asked Questions

What is a welcome packet for a client and when should I send it?

This is the package the couple receives immediately after signing the contract—within 24 hours. It explains how you work and what will happen next, and it includes everything they need to plan the shoot.

What questions are included in the pre-wedding questionnaire?

68 questions in 11 sections: the basics, the couple's story, wedding details, timing and locations, key people, must-haves, style, music, venue access and restrictions, logistics, and final questions.

Can I send the questionnaire online?

Yes, via Google Forms or Typeform. But keep a PDF copy as a backup.

What is the schedule for working with the couple before the wedding?

Immediately after signing: welcome pack and deposit. 60 days before: questionnaire (return within 2 weeks). 30 days in advance: timing check and communication with the photographer and venue. 14 days in advance: a final 30-minute call and final payment. 7 days in advance: weather forecast and equipment preparation. Next comes a teaser, the full film, and, if included in the package, a new anniversary video.

Does the package include answers to frequently asked questions from couples?

Yes, 8 questions with ready-made answers: how much footage ends up in the film, whether they can choose the music, whether they get the raw footage, what happens if it rains, what if they don't like the first cut, what if one partner doesn't like being on camera, whether they can get a film before the wedding, and when the final invoice is due.

How do I get the template?

It's free with any OurStoria subscription, including a 7-day Pro trial. No card required.

Premium Resource

This template is available free with any OurStoria subscription — including the 7-day Free Pro Trial.

No credit card needed.

Start Free Pro Trial
Already have an account? Sign in