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Packed with high-impact templates for pricing, proposals, onboarding, and more, these bestsellers are designed to save you hours and help you book clients faster.

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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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Event Planner Pricing Bundle
$57.00
Struggling with pricing your event or wedding planning services? This bundle is for you!

We’re sharing a step-by-step guide for pricing your services, a price quote calculator for events, a pricing workshop, AND a pricing guide to present your final prices to potential clients that is geared for bookings.

WHAT YOU GET:

How to Price Your Event Planning Services eBook

Pricing for Profit Workshop

Price Quote Calculator for Event Planners

Pricing & Services Guide (For Clients)
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Client Welcome Package & Offboarding Bundle
$67.00
Ready to impress clients from beginning to end?

Start and end your service off in a branded and beautiful style with this customizable Onboarding & Offboarding Package!

This is a simple, modern design Client Welcome Package / Kit for Event and Wedding Planners. The bundle is easy to use and customize, perfect for wedding planners looking for a comprehensive package of documents to offer new and potential clients. With everything you need to help your brand shine with original marketing content and templates that will guide your event planning clients through every step of your process, you cannot go wrong.

WHAT YOU GET:

Client Welcome & Onboarding Guide

Client Goodbye & Offboarding Guide

Proposal

Brochure

Client Questionnaire

Email Response Templates
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Customer Favourites

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.

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How to Price your Event Planning Services Workbook
$19.00
Wondering how to price your event planning services or struggling with how to charge for event planning services without second-guessing yourself?

This step-by-step pricing guide is designed specifically for event planners, wedding planners, and party planners who want to confidently charge what they’re worth and attract the right clients.

Inside this easy-to-follow eBook, you’ll learn:

How to calculate your true hourly rate (even if you’ve never done it before)

How to package your services in a way that clients understand and value

Tips to handle pricing objections without discounting

Worksheets and checklists to help you put it all into action
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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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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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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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Client Goodbye Packet & Guide
$47.00
CANVA TEMPLATE

This “Event Planning Client Goodbye Packet” template is perfect for saying goodbye to your clients in style.

As an event planner, crafting memorable experiences is your forte, and so is saying goodbye in a way that leaves a lasting impression. Our Client Goodbye Package and Guide have been meticulously designed to elevate your farewell game, ensuring that the end of each event is as remarkable as its beginning.

What’s Inside:

Customizable Farewell Letter

Farewell Gift Card Mockup

Step-by-Step Resource Guide

Client Feedback Template

Referral Request & Access to Past Files

And much more!

Why You Need It: This is what your business need to leave a lasting impression, streamline your farewell process and build stronger client relationship. Say goodbye with flair and professionalism. Elevate your farewells with the Event Planner’s Farewell Kit today!
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Client Welcome Letter & Guide
$47.00
CANVA TEMPLATE

This “Event Planning Client Welcome Letter” template is perfect for welcoming new clients to your company in style. The CANVA template is easy to use and can be quickly downloaded as a PDF document to email or upload to your CRM. Use this template to enhance your image, brand, and credibility to new clients!

This template includes:

Pre-written copy to inspire your own content!

Completely editable to suit your brand

Checklist template for on-boarding new clients

Options for welcoming new clients to your business and introducing them to your team
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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.

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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 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
$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 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
$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 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 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
$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
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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 Welcome Package

How to use your welcome kit to build trust with clients

A welcome kit is more than just a collection of materials, it is an opportunity to set expectations and build trust with your clients. It serves as an introduction to your business, your services, and your policies, and provides your clients with all the information they need to understand your approach and trust your expertise as a wedding planner. In this post, we’ll discuss how to use your welcome kit to set expectations and build trust with clients.

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