05/29/2026
The 10pm calls. The 7am voice messages. The endless "just one more thing." This is what happens when expectations aren't set from the outset, and here's how to fix it.
Every planner has had that client. You know exactly who I'm talking about. The truth? Nine times out of ten, it's not entirely their fault. If the boundaries weren't clear from day one, you inadvertently trained them to behave that way. Here's how to make sure it never happens again. ➡️
Step 1: Define who does what, before anything is signed. During the proposal phase, we map out every single task: what we own, what the client owns, and what requires collaboration. Nothing is assumed. Nothing is left vague. No stone unturned.
Step 2: Document everything. Every decision, every agreement, every change, in writing. Not because you don't trust your clients, but because memory is unreliable and details get messy. A paper trail protects everyone, including them.
Step 3: Address scope creep immediately, don't let it simmer. If the scope shifts after the contract is signed, we address it with the client right away. That conversation includes what changed, why it matters, and how it affects pricing or services. Clear, direct, professional. Every time.
My biggest piece of advice: Stop being afraid of the hard conversations. I know it feels uncomfortable, especially when you're newer to business. But here's what 30 years has taught me: the more you have these conversations, the easier they become. It's not a confrontation. It's just business.
And here's the shift that changes everything: When you hold your boundaries with professionalism and consistency, clients don't respect you less, they respect you more. They trust you. They refer you. They show up prepared because you showed them how. You are a business. Carry yourself like one.
So, which of these will you put into practice this week? Drop it in the comments. I'd love to know where you're starting. arrow down
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