Mercy asks:
This relates to the questionnaire you send your couples. I’ve been doing the same, but as I’m fairly new, don’t really have a system in place as to when couples need to get back to me. When you send the questionnaire do you give your couples a deadline, if so do they generally stick to it, and what if they don’t?? And when do you tell couples you’ll send a first draft, final draft etc? Or do you sometimes have to play by ear according to the couples. So far I haven’t had any issues but I imagine some couples dragging their feet could affect getting the ceremony written. Would love your input on this.
I definitely have a process and a timeline and deadlines and reminders and it all works! I’m much more process driven than a lot of celebrants (including Josh!) but it works for me, and my couples appreciate the fact that they don’t have to think or remember anything; I tell them exactly when everything is due and send them reminders when necessary.
So what does my process look like? I know I’ve described this verbally in the podcast, but I’m more than happy to write down the timeline so you can adapt it if you see any usefulness in it.
The process I’m about to outline is only relating to the ceremony planning and creation and it’s only relevant for my Premium Personalised Ceremony. There is a whole separate (but related) process relating to legal and financial stuff, and a slightly different ceremony creation process for my other ceremonies. One day I’ll write down the entire thing end to end for each ceremony, but right now, to answer Mercy’s question, I’ll stick to the ceremony planning process for the Premium Personalised Ceremony.
1. Ceremony Builder Booklet: After the couple have signed my service agreement and paid their booking fee, I email them a PDF of the Ceremony Builder Booklet. In the email I encourage them to print it out so they can write on it or highlight bits, and I let them know we’ll be discussing it at our next meeting.
2. Planning meeting organisation: Three months before their ceremony date I email the couple to organise our planning and legals meeting. We complete the NOIM at that meeting so I ask them to bring their legal documents, but most importantly for the ceremony planning I remind them that we’ll be going through the Ceremony Builder Booklet to figure out what they’d like to include in their ceremony. I ask them to bring along their printed copy of the booklet along with their thoughts about any additional information they’d like me to provide.
3. Planning meeting: At our planning meeting, after completing the NOIM, we move to planning their ceremony. I have a 3-page booking form that I fill out by hand while I’m sitting with the couple.
The first page includes information about:
- their preferred names for the ceremony
- ceremony date and start time (I like to confirm it at this three-month point just in case anything has changed since they booked me)
- venue, whether they’re planning an indoor or outdoor ceremony, and if outdoor, what their backup plan is
- their theme (colour or otherwise), number of guests, whether a PA is needed, whether the venue or another supplier is providing the signing table or chairs, and whether they’re having live music at the ceremony
- their wedding party: first names of their attendants, any juniors such as flower girls or page boys, and the full legal names of their official witnesses
- their families: are their parents together, if they’re separated are they bringing new partners and what are their names, how many siblings do they have and do they need jobs in the ceremony, whether there will be any grandparents in attendance, and whether there are any family sensitivities I need to be aware of (e.g. Mum and Dad don’t speak to each other so I shouldn’t encourage them to sit together)
The second and third pages have sections for every element of the traditional basic ceremony as set out in my Ceremony Builder Booklet, and over the years I’m streamlined this a lot. It used to just be a bunch of lines for each element, but with experience I’ve learned what couples usually want for each element, so I have a bunch of choices written out and I just have to complete or circle the correct one. Then there’s an extra line or two in case they’ve got anything completely different that I haven’t considered.
While I’m going through that process with them, they let me know if there’s anything additional I need to send them, for example the couple questionnaire, my music list, my readings list, my vow pack, more ring ceremonies or askings. I let them know that I’ll be sending that information through by email in the next day or so.
At the end of the meeting I confirm that I’ll have a script to them 4 weeks before their ceremony, and that they should feel free to let me know any changes at all they’d like me to make.
4. Resources email: In the days after the planning meeting I send almost every couple an email with additional resources, depending on what they’ve asked for. In that email I let them know the dates I need each element confirmed by. I ask for the questionnaire responses by 6 weeks before the ceremony, and readings, music and vows by 2 weeks before the ceremony. I put the actual dates in the email rather than 6 weeks or 2 weeks, so they don’t have to work it out, they get to just refer to the email. For this upcoming season I’ve developed a little form that I’ll give couples at our planning meeting that has all those dates on it, so they can stick it on their fridge if they want, as a constant visual reminder of when my stuff is due.
5. Ceremony writing: I write their ceremony in the window between when their questionnaires arrive 6 weeks before and when I’ve promised them a draft by 4 weeks before the ceremony. The draft will invariably have some holes in it because they may not have confirmed vows, music or readings by then, but that’s okay; I mark in the ceremony where those bits will go, highlight it in yellow and put the due date in there as a reminder.
Of course sometimes people need to be reminded that various bits and pieces are outstanding, but that’s one of the reasons I ask for everything relatively far out from the ceremony, so there’s plenty of time for people to be late. I don’t really need the questionnaires until 4 weeks out because I write so quickly. I don’t really need the vows and music and reaadings until a few days before the ceremony when I’m putting together the version I’ll read on the day. If they never receive a completely final draft because they haven’t chosen their music or readings until a few days out, so be it (they will never receive a draft that includes their personal vows anyway). My timeline gives me time enough to prepare their ceremony while allowing for them to be late with some elements.
Generally I find a gentle hey, how are you going with your questionnaire responses, vows, readings, music, etc, does the trick. The couples I work with know that I am process-driven and they generally love that I give them deadlines. I also have it written into my service agreement that if they haven’t confirmed their choices by 72 hours before the ceremony, I’ll be choosing for them. That seems to help as well 🙂
The thing that people are crappest at is giving me feedback about the ceremony draft. If they’re having a rehearsal it’s no problem because I just ask them then, but if they’re not having a rehearsal I do have to follow up a few times. I often get a “oh we’re just so busy”; yeah, so am I, and you’re not my only client, but I provide a draft early enough and remind them about feedback early enough that they generally send me what I need with plenty of time to spare.
All in all, I’m yet to have a major issue. I’m sure one will come, but for the time being my process is working!
If you’d be interested in purchasing a copy of my booking form, let me know and I’ll get it set up as a download!
Thanks Sarah, you’re amazing and so very generous! And again, so helpful!
In my non-celebrant life I’m such a go-with-the-flow gal which works a dream. This gig is a whole new ball game.
You’re very welcome. There are definitely some celebrants for whom a go with the flow approach, I’m just not one of them, and never have been in any of my jobs! You might end up finding a happy medium that works for you 🙂
“I ask them to bring along their printed copy of the booklet” + “I have a 3-page booking form that I fill out by hand” – is that 37 pages of paper used in this process? Yikes! Go green! *love heart emoji*
Double sided, so 19 sheets of paper! And if they want to bring their copy marked up on an iPad, they’re more than welcome to do so! I don’t like using a computer to take my notes during a ceremony meeting; I feel like it’s a barrier between me and the couple, and I often end up drawing lines between information, circling things, and making all kinds of other marks. So paper works best for me for my booking form, and the couple can do whatever they like with their booklet! At least I’m no longer paying to print all those sheets anymore 🙂
I have a process, it’s just less systemised.
I plan to have two meetings with my couples, outside of an initial “sales” meeting.
Meeting one is for the NOIM and to talk logistics. The who/what/when/where of the ceremony. Which vendors are doing what. Where is the ceremony (screenshotting maps and drawing lines on it for posterity). When is the ceremony? Why is the ceremony in full sun so early in the day? etc etc. I also give them the opportunity to ask any questions of me.
Meeting two is about the why. We also sign the declaration and check witness names.
The why gives me the info I need to construct their ceremony. It’s about how they met, what kind of families they come from, and why they initially got together. We talk about their relationship, and decisions they’ve made, and eventually get to the big question: why are you getting married.
Then we talk about the future, and what does your marriage look like.
I’m taking notes through all this, and making suggestions, digging deeper where required, and suggesting how certain elements might work best in the ceremony.
I also encourage them on writing personal vows, why they matter, how to do it, and what good vows look like.
From there we’ll talk on phone or skype the week of the wedding, and they see me at the ceremony.
No paper, the legal paperwork is all digital, and I’m taking notes into a document on my iPad.
This is all great info that helps with improving my business, I have also purchased your resources to assist with my organisation or lack of it
Thanks Josh and Sarah
Love hearing about both processes guys!
Hi Sarah. Thank you for making your resources available for purchase. I purchased your ceremony builder booklet & it has been a God sent to read and set me on my own path creative documents for my celebrant cert portfolio work.
I would love to purchase your booking form. I dont know if im missing it but is there a CI Shop link on here that i cant find?
Thanks heaps to you & josh for
Awesome CeleGuru’s
Hi Kylie! You are very welcome 🙂 I will definitely get my booking form template set up as a download and let you know when it’s available. We don’t have a specific Shop page yet, the downloads are embedded in the posts they’re applicable to, but I’ll add that to the list for stuff to do! Thanks again for your support 🙂
I love the structured approach Sarah; and certainly will be mirroring your timelines in the future, more to help me in balancing my time between multiple jobs
Thanks Josh and Sarah, as a current Cert IV Celebrant student this is all invaluable info that I’ll be modelling my planning by so I can pace everything out well. Sarah I love your idea of having fridge magnet reminders, very clever!