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Check out the templates that other planners love the most! These top-rated tools are designed to save time, impress your clients, and help you book more business effortlessly.

  • how to charge for your event planning services
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    How to Price your Event Planning Services Workbook

    $19.00

    Whether you’re starting an event planning business for weddings, corporate events, or social celebrations, you should know how to charge for services. How you price your event planning services is the difference between your profit or loss.

    There are several factors that go into determining your rate, including event planning and operating expenses, salaries, and profits. Rates will vary based on your location, your skills, the type of events and what the market is willing to pay.

    This workbook will walk you through the process of calculating the best price for your event planning services using the three most common pricing structures for event and wedding planners.

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  • Proposal Template Listing Images (2)event planning proposal review
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    Event Planning Proposal Template

    $47.00

    CANVA TEMPLATE

    Event planning proposals are the details of your services applied to your client’s vision, and they’re either winning you business or opening the door for your competitors to slide in. Are you using a proposal template to make this process fast, easy, and simple for potential clients to make a decision to hire you?

    This completely customizable, clean, minimalist template is just what your business needs.

    Use this template to tell your customers a story about your business and why they should hire you. Show them that you understand their vision by presenting customized packages and most importantly, get them excited about your services!

    This template also helps you to outline your payment structure and important deadlines such as when the proposal expires!

    Our proposal template works FOR YOU.

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  • Brochure Template Listing Images (1)Event Brochure Template Listing (1)
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    Event Planner Marketing Brochure

    $37.00

    CANVA TEMPLATE

    This classic introductory CANVA brochure is perfect for event planners and wedding planners looking to quickly highlight few key events to wow new and/or potential clients. Think of this as a quick peek at your past events that a potential client can swoon over until you send them an official proposal.

    BONUS: Also includes written copy to inspire your own summaries!

    This can also be used as an autoresponder attachment for your client management systems such as Aisle Planner, HoneyBook or Dubsado. Write your automated email, and attach the PDF version of this document to get clients excited before they even speak to you!

    The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their past events and the value they provide to clients. This can be downloaded as an image, PDF or video.

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  • Pricing Guide Template Listing ImagesPrice list review
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    Services & Pricing Transparency Guide for Event Planners

    $27.00

    CANVA TEMPLATE

    This pricing transparency guide is perfect for potential clients looking to learn more about your pricing/investment and the packages available. This template includes your packages, what they include, and how to book you. THIS IS NOT A REPLACEMENT FOR A PROPOSAL.

    Transparent pricing shows you’re honest and upfront about costs, which helps establish credibility and trust with potential clients. Use this template to emphasize value-added services and unique offerings, so clients see the benefits they’re receiving beyond just a sticker price in an email.

    The document is easy to use and customizable on CANVA, perfect for wedding planners looking for a way to showcase their services and the value they provide to potential clients.

    This template is perfect for clients who are not requesting a formal proposal but would like to know your prices. 

    This template can also be used by Day-of Wedding Coordinators, Month of Coordination Packages, Event Planners, and Wedding Planners.

    This package includes:

    • Optimized layout for getting a potential client from price shopper to consultation
    • Reference Template for examples
    • A Step-by-Step Download Guide
    • An Instructional Video on how to edit

    INSTANT DOWNLOAD

    REQUIREMENTS
    – Canva Account
    – Knowledge of Canva

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  • instagram prompts for wedding planners -74% Off
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    90 Days of Instagram Prompts for Wedding Planners

    Original price was: $19.00.Current price is: $5.00.

    Are you struggling with what to post on Instagram? We’ve put together 3 months of Instagram prompts to help you get started. These can be used for posts, stories, and even reels! Each prompt is designed to speak to your potential client in any phase where they are, whether they just found your account or have been following you but yet to make a decision.

    The best thing about this guide is that you can reuse the prompts over and over again every 3 months to generate content for your business. Imagine being able to sit and plan months of Instagram content in just 1 hour!

    The prompts bundle is also uniquely designed to help you grow your following, get more engagement, and build trust with your audience.

    If you’re a wedding planner struggling to find content for the ‘gram, this is for you.

    INSTANT DOWNLOAD

    REQUIREMENTS
    – PDF File (PDF Viewing Program)

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  • 52 Instagram REELS Memes for Wedding Planners -81% Off
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    52 Instagram REELS Memes for Wedding Planners

    Original price was: $27.00.Current price is: $5.00.

    Save precious time staying visible on Social Media with this ready-to-post quotes bundle! This is a CANVA TEMPLATE DESIGNED FOR WEDDING PLANNERS. This bundle was created to remind your customers of the benefits of hiring a wedding planner, celebrate their engagement, and share in some jokes about marriage.

    The package include the following for your Instagram Feed:

    1. 52 Funny Memes & GIFs
    2. Moving background that can be quickly converted to REELS
    3. Funny sayings (memes!) that will be sure to make your potential clients laugh
    4. A quick tutorial on how to customize the templates for your brand

    That is 52 ten-second video clips in total! You can rinse and repeat and or use 1 image per week for the next 52 weeks of the year.

    INSTANT DOWNLOAD

    REQUIREMENTS
    – Canva Account
    – Knowledge of Canva

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Testimonials

I was initially struggling to edit this, but Jody-Ann made herself available to help me. Thanks Jody-Ann for truly caring for your customers and making sure that we are satisfied with our purchase!

CarolWedding Planner

Was unable to use my designer so I had to go it alone. The template was amazing and I was able to easily customize it!

ElizabethEvent Planner

Shop Marketing & Client Experience Templates

Attract clients and deliver unforgettable experiences. These templates are designed to streamline your marketing and elevate your client journey.

  • client consultation conversion template bundle
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    Consultation Conversion Template Bundle

    $47.00

    Turn “Let Me Think About It” Into “Let’s Book Now!”

    The complete consultation conversion template system for wedding pros who want to book more clients from every consultation call. A proven system for turning consultation calls into confident bookings. Created from 20+ years of experience and hundreds of successful client consultations.

    Does this sound like you?

    • You’re getting consultation calls, but they’re not turning into bookings
    • Clients keep saying your services are “out of their budget”
    • You freeze when it’s time to talk about your pricing
    • You’re tired of giving away free advice only to never hear back
    • Your follow-up process is inconsistent (or nonexistent)
    • You’re not sure how to handle common objections professionally

    Introducing: The Consultation Conversion Bundle

    What’s Inside:

    • Pre-consultation Welcome Pack for Clients (Canva)
    • Pre-Consultation Welcome Email Template for Clients (PDF)
    • Pre-consultation Questionnaire for Clients (Google Form)
    • Consultation Call Preparation Checklist with Agenda Overview (PDF)
    • Objection Response Script & Price Presentation Guide (PDF)
    • Client Inquiry & Response Email Sequence (PDF)
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  • Marriage Licence Requirement Lead MagnetMarriage licence requirement lead magnet
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    Marriage Licence Requirement Lead Magnet

    $27.00

    You’re engaged now what?

    This lead magnet is the perfect guide to capture newly engaged couples who need guidance on what to do after their engagement. This lead magnet walks them through what they need to know before the wedding, how to apply for a marriage licence in their city, and what to do after the wedding if they wish to obtain a marriage certificate and change their name.

    This is the perfect resource for summarizing all the information found on your local government website that can leave your potential client even more confused.

    This customizable Lead Magnet is designed with Wedding Pros in mind, with pre-designed pages and wedding planner specific questions to help guide your lead to booking a consultation. This includes everything you need to get your potential clients off the fence and onto your mailing list. Then you can follow up with them, schedule a consultation, and get that booking!

    Here’s exactly what’s included:

    • 1 Designed Lead Magnet with sample content
    • Pre-written questions to ask your planner
    • About Page for your company
    • Call to Action page
    • Template Tutorial

    Don’t let design and content hold you back from booking more clients!

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  • Venue Comparison Lead Magnet Template Listing ImagesVenue Comparison Lead Magnet
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    Venue Comparison Lead Magnet

    $27.00

    This lead magnet is perfect workbook for clients who are shopping around for a venue. With over 15 pages of fillable notes to help guide them through their journey. Your clients will not only be running to download this resource but also thank you for it!

    This customizable Venue Comparison Lead Magnet is designed with Wedding Pros in mind, with pre-designed worksheet pages and venue-specific questions and requirements for educating your lead. This includes everything you need to get your potential clients off the fence and onto your mailing list. Then you can follow up with them, schedule a consultation, and get that booking!

    Here’s exactly what’s included:

    • 1 Lead Magnet Venue Comparison Workbook
    • Pre-written Venue Questions and Notes for comparing venues
    • About Page for your company
    • Call to Action page
    • Template Tutorial

    Don’t let design and content hold you back from booking more clients!

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  • eBook Lead Magnet Template Listing Images
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    eBook Lead Magnet for Wedding Pros

    $27.00

    If you’re marketing online a lead magnet is crucial for your website to capture browsers. But don’t let the idea of coming up with the perfect design or content be what holds you back from getting more leads.

    This customizable eBook Lead Magnet is designed with Wedding Pros in mind, with pre-written content geared for conversion while educating your lead. This includes everything you need to get your potential clients off the fence and onto your mailing list. Then you can follow up with them, schedule a consultation, and get that booking!

    Here’s exactly what’s included:

    • 1 Lead Magnet eBook Template
    • Pre-written Content on “How to Find the Best Venue in [YOUR CITY]
    • 3 eBook Cover Options
    • 1 Table of Contents
    • About & Welcome Pages
    • 5 Core Content Pages (Pre-written)
    • 2 Bonus Content Page (customize specifically to your business)
    • Call to Action page
    • Template Tutorial

    Don’t let design and content hold you back from booking more clients!

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  • Modern Brand Kit for Wedding Planners
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    Modern Brand Kit for Wedding Planners

    $19.00

    Designed with Wedding Planners and Event Planners in mind. The Modern Brand Kit is a fully customizable Canva brand kit that is all about simplicity and minimalism. Neutral tones of black, white, and grey are paired with classic fonts and a monogram logo to create a simple yet striking aesthetic that will help you display a cohesive and memorable brand.

    What’s included:

    • Primary Logo
    • Secondary Logo
    • Color Palette
    • Font Pairings
    • Mood Board
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  • Pastel brand kit
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    Pastel Brand Kit for Wedding Planners

    $19.00

    Designed with Wedding Planners and Event Planners in mind. The Pastel Brand Kit is a fully customizable Canva brand kit that is feminine, sentimental, and romantic. Airy pastel hues paired with simple calligraphy fonts and a wedding ring logo create a dreamy aesthetic that will help you display a cohesive and memorable brand.

    What’s included:

    • Primary Logo
    • Secondary Logo
    • Color Palette
    • Font Pairings
    • Mood Board
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  • Luxe Brand Kit for Wedding PlannersLuxe Branding Kit Logo
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    Luxe Brand Kit for Wedding Planners

    $19.00

    Designed with Wedding Planners and Event Planners in mind. The Luxe Brand Kit is a fully customizable Canva brand kit that is sophisticated, formal, and luxurious. Deep velvet blues, gold, and sunset brown, paired with bold, luxe fonts and a shimmering logo create a statement aesthetic that will help you create a cohesive and memorable brand.

    What’s included:

    • Primary Logo
    • Secondary Logo
    • Color Palette
    • Font Pairings
    • Mood Board
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  • Fresh brand kit for wedding planners
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    Fresh Brand Kit for Wedding Planners

    $19.00

    Designed with Wedding Planners and Event Planners in mind. The Fresh Brand Kit is a fully customizable Canva brand kit that is youthful, creative, and adventurous. Fresh greens, yellow, and pink paired with bold but classic fonts and a whimsy logo create a fun but light aesthetic that will help you create a cohesive and memorable brand.

    What’s included:

    • Primary Logo
    • Secondary Logo
    • Color Palette
    • Font Pairings
    • Mood Board
    Add to cart

Inquiry to Booking Swipe Files

If you’re tired of crafting individual emails and want to save time, you’re in the right place. This template covers various scenarios from Inquiry to Booking, ensuring you’re always prepared to respond promptly and professionally.

Our Latest News & Blogs

Check out our blog for the latest tips on building and growing a successful and sustainable event planning business.

Client Testimonials on Instagram

Client Testimonials on Instagram

In the realm of social media marketing, Instagram stands out as a powerful platform for businesses to connect with their audience. One effective way to establish trust and credibility with your followers is by showcasing client testimonials. Client testimonials on Instagram not only humanize your brand but also provide real-world evidence of your product or service’s value. In this blog post, we’ll explore how to effectively share success stories on Instagram to strengthen your brand and build trust among your audience.

4 Must Have Details to Include in Your Wedding Planning Proposal

So you’ve met with a couple, gotten an introduction, and they seem interested. So how do you land the contract? The first step is to build and send […]

Your Event Planning Contract After Covid-19

There are some things that should be included or revised in your event planning contract after Covid-19. While this is not a comprehensive list it is a great […]