Planner's Client Experience Bundle

You’ve booked your dream couple, and now it’s time to wow them! Are you sure you’re doing everything you can to show them how experienced and professional you are? This product bundle combines our coveted guides, spreadsheets, checklists, workflows, and questionnaires that span the entire wedding planning experience, from the first day of planning to wedding day itself.

What’s Included in the Bundle?

This bundle includes everything you’ll need to create an amazing client experience for your couples once they book a wedding planning service with you. It includes:

1. A 4-page PDF onboarding guide and checklist

2. A 3-page PDF offboarding guide and checklist

3. A customizable wedding budget spreadsheet

4. A customizable wedding planning spreadsheet

5. A 6-page workflow template for event management and full-service (+ phased-based planning) wedding planning clients

6. A customizable wedding day checklist spreadsheet

7. A 13-page questionnaire template for once a client has booked: getting to know you; preliminary budget; design; timeline details; ceremony details; social media; and feedback.

Who Is The Bundle For?

This bundle of templates and checklists is designed for wedding planners of any experience level looking to create or revamp their couples’ experience post-booking. These templates are easy to customize to match your brand and perfect to upload into Dubsado, Honeybook, Aisle Planner, or another CRM.