$135.00 USD

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Wedding Planning Process Kit

This product is being updated. Anyone buying it between now and April 15th will receive a new kit at no additional charge. On April 15th, the new kit will be placed in this shop and the price will become $197. (Date is subject to change.)

Upon purchasing, you will receive the OLD kit; however, we STRONGLY encourage that you wait for the new one prior to customizing.

The documents I use to successfully plan a wedding!

I threw out as many forms and questionnaires as I could in my planning process and created templates that my clients fill out. Almost like Mad Libs. Instead of extracting details from questionnaires, I now just print out the templates they complete and viola, I have the final document. This cut out 10-15 hours of work and drastically cut back on mistakes and risk. This kit is a 90+ pages of templates and coaching.

  • 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
  • Client Profile - event and VIP details
  • Design Questionnaire - 6.5 pages of questions to help you design
  • Detail Tracker - every decision your clients need to make by category
  • Planning Process (Event Management)
  • Meeting Agendas (Full Service)
  • Planning Process (Event Management)
  • Meeting Agendas (Full Service)
  • Creating a Solid Client Experience - not a template, simply some tips and coaching
  • Wedding Day Timeline Template (Basic Skeleton for meetings)
  • Wedding Day Timeline Template (Highly Detailed for execution)
  • Final Walkthrough Checklist
  • Final Stages - for communicating the process to your client and remind them of contract clauses + provide tips for success
  • Processional and Recessional Order (Two versions)
  • Rehearsal Diagram
  • Decor Instructions Template - so you know what is coming, who is bring it, where it goes and who puts it there
  • Wedding Weekend Itinerary - to send to VIPs
  • Change of Order Template
  • Gratuity Guide
  • Gratuity Checklist
  • Wedding Day Checklist
  • Overnight Vehicle List
  • Post Wedding Follow Up + Asking for a Review
  • Vendor Interview Questions - 8 pages of guidance for Event Management couples that are hiring vendors without you at the meeting


  • Planning Workflow - detailed breakdown
  • Planning Workflow Tracker
  • Lead Tracker
  • WWYD (What Would You Do) Form - to make sure you know your clients wishes in hard situations