Book more weddings - with the client list you already have - without being salesy or inauthentic!

with Offboarding for Success

You know you should be keeping in touch with your past clients, but it feels pushy. And honestly? Sometimes you're so busy, you just forget. Sound familiar? 

Let me tell you what you likely already know...You're leaving money on the table.


If you’re a Wedding Pro who wants more bookings from referrals (and more reviews) so you can stop with the awkward and pushy sales pitches, guess what? 

You need an Offboarding System. 

What? You didn't know what was a thing? 
It's totally a thing. 

Have you ever felt like all of your Wedding Pro friends are better at getting referrals than you? Yeah, that's not true. It's probably just that they have a system...and you don't. 


Raise your hand if any of these sound like you:

  • You only realized it was your client's anniversary when another vendor posted about it? 

    Clients. Notice. This. 
  • You saw your former client as a Bridesmaid in another wedding and thought "why didn't they call me?" 

    Not a fun feeling. 
  • You struggle to get your former clients to leave a review. 

    Even if you KNOW they were super happy. 
  • You don't know when or how to ask for feedback. 

    You *think* you're doing a great job. But do you know for sure?


If you can create and implement your own Offboarding System, you will book more weddings, with more ease, and make more money.

I know this is true because I've done it myself for the last seven years. 


Get the Reviews You Deserve...without the struggle.

Imagine looking down at your phone when an alert comes in - "You have received a 5-star review on Google!" Woo hoo! And then you think, "huh, that was pretty easy!"

Book the Weddings You Want, With Clients that Value You

Because your clients have referred you, and have done part of the work of getting the "know, like & trust" factor going! Consults feel easier, bookings are smoother, and no one haggles with you over your fee. This can happen for you. 

Expand your Business & Your Brand into Other Events

Do you want more corporate gigs? More social events? You know who is the best referral to those new markets? YOUR FORMER CLIENTS. Once you are top of mind for them, you'll be top of mind for their extended network too! 

"The Offboarding course provided explicit, actionable steps. You totally rock 💫💫💫

As a certified wedding/event planner approaching year four, I feel so prepared. Thank you"

- L. Fields, L Prestigious Events

If you've been "winging it" with your business, now is the time to make a lasting change. 

Shh...I'm going to let you in on a little secret

The Wedding Boom is upon us, friends, and word of mouth referrals are currently the best currency you've got. 

Don't leave it up to chance. You need a system. 

What's Inside Offboarding For Success:

A quick look inside the mini-course

Module 1

The Fundamentals

Millions of words have been written about effective Onboarding of our event clients, and for good reason. But what happens after the wedding? Do you have a solid plan to keep yourself top of mind with your former clients? 

What we Cover:

With easily digestible video content and email templates, you'll be on your way to your own personalized Offboarding system in no time at all! 

  • Why Offboarding is So Important
  • How to Measure Success
Module 2

The Offboarding System

This is a step-by-step process that you can put to use in your business today. Plus, we talk about what happens when it doesn't go well...yeah, that's part of Offboarding too! 

What We Cover:

Videos & templates? You got 'em. 

  • The 4 Steps to Offboarding Success
  • Handling Challenging Situations, Post-Event
  • Asking for & Getting Reviews
  • Staying "top-of-mind", Post-event
Module 3

Integrating Systems & Workflows

Let's get your email marketing going - and integrate this workflow into some popular CRM's.

What We Cover:

More videos! More email templates! 

  • Working Your Email Marketing List
  • Workflow for Asana
  • Workflow for Aisle Planner

Here’s what you’re getting when you enroll today:

Offboarding for Success 

  • Lifetime access to the course content
  • 9 video lessons
  • 5 email templates
  • done-for-you workflow templates

One Easy Payment! 

1 Payment of $129 gets you immediate access to Offboarding for Success!

Get me to Offboarding!

Frequently Asked Questions

If you don't see the A to your Q here, feel free to email us at [email protected]

This is a self-pased online course, so you can start it anytime - and stop it anytime!  

Forever! And you will automatically get all future updates to this course for no additional fee. 

This is an area will be regularly updating, as CRM requests come in, so yes. We will do our best to add as many CRM's as we can! 

No! This mini-course is for ALL Wedding Pros! The strategies and workflow is relevant to any discipline within the wedding & event industry. 

Sure do! You can choose the 2-payment plan below & you get full access to the course right away. 

Here’s what you’re getting when you enroll today:

Offboarding for Success 

  • Lifetime access to the course content
  • 9 video lessons
  • 5 email templates
  • done-for-you workflow templates

Get it! 

1 easy payment of


gets your immediate access to Offboarding for Success! 

Get into it!

Renee Dalo is a Wedding Planner, Educator, Public Speaker & Podcast Host. With over 12 years of experience in the wedding industry and seven years running Moxie Bright Events, Renée turned her knowledge towards the advancement of the industry as a whole and launched her top-notch educational resources for event pros. In addition to her self-guided Wedding Management e-course, Renée is also the founder and host of the popular B2B podcast, Talk with Renee Dalo. Currently, Renee serves as the President of WIPA So Cal, and she is recognized across the industry, having earned a coveted spot on Honeybook’s 20 On The Rise list.

Renee Dalo

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