Event & Wedding Planning Business Starter Bundle

Everything you need to take your first wedding or event planning client, in one Canadian-friendly bundle: contract, client onboarding, pricing tools and two Google Sheets planners with 19 tabs.

STARTING A PLANNING BUSINESS?

You have the passion. This bundle gives you the paperwork and systems so you can look professional from your very first inquiry, and spend your time with clients instead of building documents from scratch.

WHAT'S INCLUDED:

1. Client Onboarding Kit

Welcome letter template, six-part client intake questionnaire, privacy consent, onboarding checklist and communication guidelines.

2. Event & Wedding Planning Services Contract Template

Sixteen sections covering services, fees and taxes, deposits and payment schedule, cancellation and postponement, vendors, unforeseen events, liability, privacy and more. Written for Canada, with fill-in blanks for your province.

3. Pricing Workbook (spreadsheet) 

Hourly rate calculator, package pricing, add-on and vendor markup menu, and a quote with deposit schedule. All formulas are built in. Also includes an Invoice Template, ready to fill and send to client.

4. Wedding & Event Planner Dashboard (Google Sheets, 19 tabs)

An all-in-one planner for one event, with charts, dropdowns, filters and colour-coding throughout:

-Dashboard with a countdown, budget and task charts

-Event details, budget and venue comparison (with a photo of each venue)

-Vendor tracker, plus payments and gratuities with due dates and automatic status

-Planning timeline and to-do list

-Guest list, table setup and a visual seating chart with round and rectangle tables

-Wedding party and key people, with contact details and arrival times

-Photo and video shot list, including family groupings

-Rentals and setup tracker, with a weather backup plan

-Hour-by-hour day-of timeline (run of show)

-Post-event checklist for returns, thank-yous and reviews

-Emergency event kit checklist

-Client pipeline tracker

5. Client Planning Hub (Google Sheets, 17 tabs)

A simplified version of the dashboard you can share with your client. They can follow the budget and payments, compare venues, manage their guest list and seating, add their wedding party and shot list, see the day-of timeline, track post-event tasks and ask questions, all in one place.

PERFECT FOR:

*New wedding and event planners

*Planners tightening up their client process

*Anyone offering coordination, day-of or full-service planning

HOW IT WORKS:

*Open the documents and customize them with your business name, rates and branding.

*Upload the spreadsheets to Google Drive and open them with Google Sheets.

*Start using them with your next client.

GOOD TO KNOW:

*These are digital files. Nothing is shipped.

*Contract and tax information is general and written for Canada. It is not legal or accounting advice. Please have a lawyer review the contract and an accountant review your pricing and tax setup before using them with clients. Check your provincial guidelines for anything province-specific.

*You need a free Google account to use the Google Sheets files.

*The files are for your own business use. You may not resell, share or redistribute them.

*Because these are digital downloads, [refunds are not available, but message me if something isn't working and I'll help].