$197.00 USD

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Wedding Planning Process Kit

My Wedding Planning Process Kit is an essential foundation to any Wedding Planning Business! In this kit, I'm providing the tools and resources every planner needs to have an organized system and process, manage clients with grace and confidence... all while communicating boundaries and avoiding most client issues that planners tend to face such as missed deadlines, scope creep and varying levels of disrespect. 

This kit is designed to help you work less, make more and ENJOY your couples! 

Inside, you'll find the following:

  • Contract Clauses to Consider - not a template, simply talking points for your lawyer
  • Web Contact Form & Pre-Booking Questionnaire
  • Pre-Booking Meeting Agenda
  • Onboarding a Client
  • Onboarding Guide (For use within the Refine Portal)
  • Client Profile - event and VIP details
  • Private Property Preparation for Weddings and Events
  • Detail Tracker - every decision your clients need to make by category
  • Planning Process (Event Management)
  • Meeting Agendas (Full Service)
  • Planning Process (Full Service)
  • Meeting Agendas (Full Service)
  • Wedding Pro Meetings
  • Wedding Day Timeline Template (Basic Skeleton for meetings)
  • Wedding Day Timeline Template (Highly Detailed for execution)
  • Planner’s Final Walkthrough Checklist
  • Final Stages - for communicating the process to your client and remind them of contract clauses + provide tips for success
  • Décor Instructions - so you know what is coming, who is bring it, where it goes and who puts it there
  • Processional and Recessional Order (Two versions)
  • Rehearsal Diagram
  • Wedding Weekend Itinerary
  • Tips for Those Giving a Toast
  • Gratuity Guide
  • Gratuity Tracker
  • Wedding Day Checklist
  • Overnight Vehicle List
  • Post Wedding Follow Up and Asking for a Review
  • Wedding Pro Interview Questions- 8 pages of guidance for Event Management couples that are hiring vendors without you at the meeting
  • Workflow Tracker