Book Every Single Qualified Lead with these 5 Tips

When I first started wedding planning, I quickly realized there was a dirty little secret about the job which no one ever told me: in order to be successful, you have to learn to be a salesman (or saleswoman). It took me a while to wrap my head around this—I hate the word salesman. (I immediately think of bad suits and terrible cologne and that typical cheesy salesman experience we’ve all had.) But with such a saturated market, learning to sell your services and book leads is imperative—it’s a huge part of the job.

It’s really all about selling yourself without coming across as too “sales-y”—this balance of selling but not overselling is key. There’s nothing worse than sitting in a meeting with someone who is so focused on selling their services that they’re missing opportunities to genuinely connect with you. Booking leads (and being a successful salesperson) is all about connection first.

Once you’re able to make that connection, it comes down to following a few basic guidelines in order to ensure that you’re taking people from being merely interested to signing on the dotted line. So today, I’ve broken down our top five tips for becoming a booking queen or king:

1. Respond immediately

It is so important to your overall client experience to set up a system that allows you to respond immediately to inquiries. Engaged couples are excited (as in super excited) and want to feel special—nothing will take the wind out of their sails like having to wait a full week for an email back from you. At LVL, we start from a template response and then tweak it based on individual lead details. The key is personalization—begin with a template for ease and time-saving, but be sure to add a few personal touches so they don’t feel like it’s an auto-responder.

After responding immediately to their inquiry, your next priority should be setting up a phone call to qualify the lead. This means asking the right questions to find out if this person is your ideal client. Not every lead or inquiry is going to be the right fit—use this initial communication as a way to filter leads and ensure you’re not wasting your time (or theirs.)

2. Have a game plan for your call or meeting

Make sure you’ve got a list of thoughtful, helpful questions to ask during your first phone call or meeting. You want to remain in control of the conversation and guide it in a productive direction, without ever feeling too pushy or overtly sales-y. Having a thorough list of your own questions—while being open to answering theirs—is key.

3. Listen

This may sound like common sense, but between nerves and the pressure of wanting them to book, sometimes remembering to simply listen can be the hardest part. You’ll have your list of questions, of course, but this doesn’t mean steamrolling the potential client in order to ask them. The quickest way to book a client is to make them feel like a million bucks every time they’re around you—to be someone they want to spend time with. Listening—and even repeating their questions and concerns to ensure you’re understanding them right—is a big part of making someone feel heard, important and like you’re committed to doing a great job.

4. Show your expertise.

Look for opportunities to offer little snippets of advice that demonstrate your expertise. If you can throw in a word of wisdom that subtly lets the couple know this isn’t your first rodeo, you’ll sell them on the fact they need you (and all of your awesome resources, ideas, and connections).

For example, if the bride tells you she has five bridesmaids and isn’t sure what to do about dresses, you can say, “I’m not sure if this is something you’ve thought of yet, but I just saw Jenny Yoo came out with a new bridesmaid dress line that’s super versatile. You should check it out. Let me know if you want me to send you the link.” Or, if they’re thinking of a venue you’re familiar with, chime in and give them an insider’s tip or two about the place. (“That’s a beautiful spot—the only tricky thing with that one can be lighting, but we’ve actually done some really great work-arounds in the past by bringing in market lights and marquee signs.”)

5. Communicate next steps.

If the lead is qualified, never let the first call or meeting end without a game plan for what will happen next. First, you should check that you’ve answered all of their questions—ask them this before you hang up the phone or leave the meeting. Let them know they can email you or call you if they think of anything else, and then let them know what to expect next. (“I had a great time chatting with you. As soon as we’re done here, I’ll go back to my office and email over that checklist and the brochure I was telling you about.”) Remember, it’s all about guiding them to the finish line—you never want to end a meeting without outlining a clear plan for where you’ll go from there.


Just follow these tips, and you’ll soon be a pro at getting any potential client to sign.

Lindsay Longacre

Lindsay Longacre founded LVL Wedding & Events and LVL Academy, and has an uncompromising passion for helping others. Her hard work, consistent professional growth and determination was magnetic and drew in now partner, Heather Hoesch. They grew LVL Weddings & Events into one of the largest planning companies in the US. Lindsay and Heather plan luxury weddings and lead their team of planners who do over 150 weddings each year. LVL Weddings & Events is featured as a premier sought out wedding vendor in many well-respected industry publications and blogs including: Martha Stewart Weddings, Destination I Do, Ceremony Magazine, The Knot, Your Wedding Day Magazine, Style Me Pretty, Wedding Chicks, Grey Likes Weddings, 100 Layer Cake, Style Me, Green Wedding Shoes, Huffington Post and more. Passionate about leading wedding planners to strive toward being their very best, Lindsay and Heather have created an education platform that sets the new standard of wedding planner education. Unlike so many other industries, wedding planners struggle with little access to quality education and a low barrier to enter the industry. Lindsay and Heather both strongly believe in learning the ins and outs of planning well before getting experience at someone's wedding. They believe planners should value their worth and run their companies like a business rather than a hobby. Concerned by the lack of resources for aspiring and novice planners, they sat down to create a detailed and comprehensive curriculum to share with you. LVL Academy strives to raise the bar in the wedding industry, ensuring every attendee (both in person and online) leaves excited, educated and equipped to succeed in their wedding planning careers.


  1. Awesome article! I really love the list 🙂


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