Libsyn Directory

071: Green Flag vs. Red Flag Inquiries

Planner Life Podcast | A Podcast For Wedding Planners

Release Date: 03/19/2025

Planner Life Podcast | A Podcast For Wedding Planners

Hi planners! If you're in the thick of wedding season, feeling overwhelmed, behind on emails, and struggling to find your rhythm, this one’s for you. In this episode, I’m sharing five gentle reminders I return to every year to help ground myself when the calendar is packed and the pressure is high. This isn’t about adding more to your plate. It’s a quick reset to help you breathe, refocus, and keep going. Whether you’re running on caffeine or adrenaline (or both!), I hope this episode reminds you that you’re not alone and that you’ve got this. Tune in to hear about: The power of...

078: So Happi Together - Nancy Park

Planner Life Podcast | A Podcast For Wedding Planners

Hi planners! This week’s episode features a guest I’ve admired for years, Nancy Park of So Happi Together. Nancy is a Southern California native, a mom of four, and a powerhouse designer whose work centers on love, legacy, and joy. Together with her business partner Pae, Nancy plans heartfelt, luxury events that are full of intention and meaning. Nancy shares her journey from academia to weddings (spoiler: it started with a blog before her own wedding!), her early nonprofit work, and how a deep respect for family and culture is at the core of everything she designs. We also talk about...

077: Actionable Community Over Competition

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! In this episode of the Planner Life Podcast, I’m diving deep into a phrase we’ve all heard, “Community Over Competition”, and turning it into something real, actionable, and transformative for your planning career and life. This mindset has shaped everything from my business growth to how I show up for others, and I want the same for you. You'll hear me break down what this really means (spoiler: it’s not about playing small), why it matters so much in our industry, and how it can help you build deeper relationships, book better clients, and just feel less alone. Plus,...

076: Ali Phillips - Thinking Beyond Your Market

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! In this episode, I sit down with the vibrant and adventurous Ali Phillips, Chief Wedding Orchestrator of Engaging Events by Ali. Named one of Chicago’s top wedding planners, Ali shares her journey from a fast-paced career in trucking logistics to becoming a celebrated name in luxury and destination weddings. Ali opens up about: Her adventurous childhood that sparked a love of travel Pivoting careers at 29 after discovering wedding planning by chance The lessons learned from early years navigating the Chicago market Transitioning into the luxury and destination wedding world Her...

075: Rethinking Your Networking

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! In today’s episode, I’m diving into the world of networking—but not the stiff, awkward kind that makes you want to turn the car around in the parking lot. This is all about meaningful, energizing, and actually enjoyable connections. I’m sharing how one last-minute decision to show up at a networking event led to a Martha Stewart feature and a dream client—and how shifting my mindset around networking transformed my business (and my attitude). You’ll hear about common mistakes planners make when networking, the power of preparation and follow-up, and how generosity and...

074: Wedding Content Creation with BTS Bride, Stacey Moran

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! In this episode, I sit down with Stacey Moran, the visionary founder of BTS Bride, a wedding content creation company that’s redefining how couples relive their wedding day. With a background in fashion, beauty, and social media marketing, Stacey launched BTS Bride after recognizing a gap in the wedding industry during her own wedding in 2022. Since then, her team has captured over 150 weddings and received accolades from Vogue, The Wall Street Journal, and beyond. We dive into: The origin and evolution of BTS Bride—from supporting vendors to serving couples directly What it...

073: Workshop Recap, Template Bundle

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! Today, we’re diving into a special topic that I’m so excited to share – a behind-the-scenes look at the Mastering Management Workshop and why coordination is more valuable than many planners realize. If you’re looking to level up your wedding coordination services, streamline your processes, and boost your profits, this episode is for YOU. In this Episode: Why wedding coordination is a valuable service and not just a stepping stone. How coordination can improve your profitability and flexibility as a planner. Highlights from the recent Mastering Management Workshop,...

072: Fallon Carter & The Importance of Mentorship

Planner Life Podcast | A Podcast For Wedding Planners

Hi planners, welcome to this week's episode. It's one that is equal parts laughter as it is filled with nuggets of insight. Meet my next guest, Fallon Carter. Fallon is the founder and creative director of Fallon Carter Events. She has been named one of the top wedding planners in the world by Harper's Bazaar, Vogue, and Brides Magazine. Fallon is well known for connecting southern hospitality with international luxury. As you'll hear in this episode, Fallon's journey began after helping a friend with her three-day Paris wedding. Fallon soon fell in love with the organization,...

071: Green Flag vs. Red Flag Inquiries

Planner Life Podcast | A Podcast For Wedding Planners

Hi Planners! Recently I have been getting a lot of questions from planners about streamlining their inquiry process. The pros and cons or offering a few options or more limited options. How to suss out if the client is the right fit and so much more. It got me thinking about one of my favorite topics - the green or red flag system for evaluating if clients are a good fit for you. So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries. I’ll walk you through what this process is, how you can adapt it, what an important tool it is and when you should use...

070: LIVE from the Mastering Management Workshop - Planner Panel Discussion

Planner Life Podcast | A Podcast For Wedding Planners

Hi planners! Welcome to this week’s episode. I have something special for you and I am really excited to share it. We recorded live the Planner Panel from the Mastering Management workshop. My guests are both returning to the podcast - Christine Garrison owner of CMG Events and Candice Sanders of Engaged Events. In addition to a great conversation, you can hear a bit about what the conversations are like at our workshops. If you want to learn more about Wedding Management, be sure to be on the lookout for the new Management Template Bundle launching soon! In this episode: ...

More Episodes

So today’s episode is just that. Entitled Green Flag vs Red Flag Inquiries.

I’ll walk you through what this process is, how you can adapt it, what an important tool it is and when you should use it.

In this Episode:

Streamlining the inquiry process is essential for planners.
The green flag and red flag system helps evaluate client fit.
Not every inquiry should lead to a booking.
Reflect on past clients to identify ideal fits.
Create a personalized flag system for better decision-making.
Consider emotional and statistical factors in evaluations.
Yellow flags indicate flexible considerations in client fit.
Improving the sales process enhances quality of life.
Tweak the flag system as your business evolves.
Different service levels require tailored flag systems.

Ready to book more clients? Get my Sales Call Template available now. OR want to get the ful Mastering Management Template Bundle? Use code PODCAST for $20 off the bundle.

Happy Planning!

xo, Heather

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