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Client Onboarding Welcome Pack

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 — Questionnaire Section 6

Must-Have Moments:

  • Three specific moments you absolutely want captured on film
  • Any moments you specifically don't want filmed
  • Any surprises planned (stays confidential)
  • "Signature moment" in your relationship to weave in
  • Family traditions, cultural customs, or rituals to prepare for

...68 questions total across 11 sections, designed to be completed in 25-30 minutes

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.

Premium Resource

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

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