If you’re an event or wedding planner, you already know the behind-the-scenes chaos can make or break your business. From onboarding clients and managing budgets to confidently sharing your pricing, staying organized isn’t optional; it’s essential.
That’s where the right tools come in.
We’ve rounded up the most-loved event planning templates from The Event Planning Template shop to help you spend less time staring at blank documents and more time booking high-quality clients and delivering unforgettable experiences.
1. Client Welcome Letter & Onboarding Guide
First impressions matter. Our Client Welcome Letter & Onboarding Guide helps you kick off every client relationship with clarity, professionalism, and warmth. From outlining your process to setting expectations, this template makes it easy to wow your clients right from the start and reduce the back-and-forth emails.
Why it‘s needed: It builds trust and helps prevent miscommunication before it starts.
2. Pricing Transparency Worksheet
Sticker shock is real, and it can cost you leads. The Pricing Transparency Worksheet is a client-facing tool that breaks down your pricing in a way that’s easy to understand. It helps justify your costs, position your services as value-packed, and encourage higher-budget bookings.
Why it works: It removes the awkwardness of talking numbers and replaces it with confidence and clarity.
3. Wedding Proposal Template
One of our bestsellers for a reason, the Wedding Planner Proposal Template gives you a polished, customizable document to present your packages and pitch your services with confidence. It’s your secret weapon for converting inquiries into booked clients without feeling “salesy.”
Why it works: It turns your inquiry process into a booked calendar by combining structure, style, and persuasion.
4. Event Planner Quote Calculator
Whether you’re helping clients stay within budget or tracking your planning expenses, the Event Planner Quote Template makes it simple. With editable categories, built-in formulas, and a clean layout, you can keep things running smoothly from day one.
Why it works: It eliminates financial guesswork and gives your clients peace of mind.
5. Consultation Call Guide & Scripts
Say goodbye to awkward discovery calls. Our Consultation Call Guide & Scripts helps you confidently lead potential clients through a structured conversation that showcases your expertise and closes the sale. Includes language tips, objection handling, and high-converting call flow.
Why it works: It boosts your conversion rate without feeling pushy, and makes every consult feel like a win.
6. Client Offboarding Guide
The way you end a client experience is just as important as how you begin. The Client Offboarding Guide ensures every client leaves feeling supported and satisfied, increasing the chances of glowing reviews, repeat business, and referrals.
Why it works: It wraps up the project on a high note and keeps your brand looking professional to the very end.
Why These Event Planning Templates Work
- Time-saving: No more reinventing the wheel for every client
- Professional look & feel: Designed to elevate your brand image
- Customizable: Plug in your branding and use it your way
- Created by a planner, for planners: These are real-world-tested tools that solve everyday business bottlenecks
Conclusion
Running a wedding planning business doesn’t have to mean constantly playing catch-up. These event planning templates help you create a smoother, more profitable client experience while saving you hours every week.
From onboarding to proposals, pricing, and offboarding, these tools do the heavy lifting so you can focus on what you do best: planning events.
See our full list of Event Planning Templates here >>>
FAQ
Q: Are these templates editable?
A: Yes! All templates are fully customizable using Canva, Google Docs, or Google Sheets. Just plug in your branding and go.
Q: I’m a brand new planner, will these help me?
A: Definitely. These templates were created to help new and experienced planners alike run their business more efficiently and professionally.
Q: Can I use these with my CRM?
A: Absolutely. Many planners use them within tools like HoneyBook or Dubsado to automate client workflows.
Q: Is there a bundle deal?
A: Yes! Our Wedding Planner Starter Bundle includes some of our most popular templates at a special price. It’s the perfect place to begin if you’re just getting started.