Event Planning Templates

Professional and Free event planning templates to streamline your planning process. Find customizable resources including timelines, budget sheets, vendor contracts, client questionnaires, day-of schedules, and checklist templates. Essential tools for event planners and wedding planners to organize everything from intimate gatherings to large-scale corporate events. Save time and stay organized with these downloadable planning solutions.
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JODY-ANN ROWE | Marketing, SEO, Content Creation & YouTube Growth
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Event Planning Templates
a laptop with the words how to become a corporate event planner on it and an image of a woman holding a box
How to Become a Corporate Event Planner
In this video, I'm sharing the essential skills, qualifications, and networking tips to land your dream job in the exciting world of corporate events, and how to become a corporate event planner managing your own business. From logistics to client relations, I'll share how I became a corporate event planner and how you can, too. Whether you're a seasoned professional looking to specialize or a newcomer eager to enter the corporate event planning space, this video is for you.
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How to create an Event Planning Client Welcome Kit
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.
a person typing on a laptop with the text blog post 1 dubsado review pros, cons & coupon read more
Dubsado Review: Pros, Cons, Pricing & Coupon
Maybe your business is finally starting to see the growth you’ve been dreaming of, but instead of excitement, you’re feeling overwhelmed. Instead of working on events and projects, you’re spending a ton of time responding to emails, sending proposals and contracts, following up on minor tasks, and on and on… This is where a Client Relationship Management system (CRM) can help. Today, I want to break down the benefits and drawbacks and give my honest review of the Dubsado CRM. But is Dubsaso the right fit for wedding planners and event professionals like you? In this post, we’ll take a closer look at Dubsado’s features, pricing, and what you should consider before making the switch from someone who has used the program day to day in their business. Let’s dive in.
the best tools for event planners that you can use to plan your next wedding or special event
Best Tools for Event and Wedding Planners
In this video, I’m sharing the top tools every event and wedding planner should know about this year to help build and grow their business—whether you're just starting out or ready to level up your business. We’ll explore: 💻 CRMs like HoneyBook, Aisle Planner, and Dubsado 🗂️ Project management tools, including Asana, Trello, and Timeline Genius 💰 Financial tools to help you stay on top of your money 📅 Smart calendar management strategies 🎨 Creative operations tools like Canva 📈 Client acquisition tools including Google Business Profile and free listing directories These are the platforms I personally use or recommend to help planners stay organized, look professional, and attract more clients.
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Steal My HoneyBook Client Booking Workflow
If you're tired of manually sending emails, contracts, and follow-ups, it's time to streamline your workflow with HoneyBook! 🔎 What You’ll Learn: ✅ The 4 must-have HoneyBook workflows every wedding & event planner needs ✅ How to automate your client onboarding & follow-ups in HoneyBook ✅ A simple HoneyBook automation trick that saves planners hours every week ✅ Behind-the-scenes examples of real HoneyBook workflows in action
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Consultation Conversion Template Bundle
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 Download our Consultation Conversion Bundle!
the quote obstacles are those frightened things you see when you take your eyes off the goal
Consultation Conversion Template Bundle
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 Download our Consultation Conversion Bundle!
an event venue with bright blue lighting and white tablecloths on the ground, in front of a yellow frame
How to Start An Event Venue Business
In this video, I'm sitting down with Bonnie Hawthorne, Venue Business Coach and Consultant to share her updated tips on how to start an event venue business in 2025. We're covering everything from finding the perfect location and zoning to marketing your event space business. From applying to have her Airbnb property zoned as an event space, she is sharing it all. Bonnie also shares a $20,000 unexpected venue expense she had to pay, and how she recovered from it.
a bride and groom standing in front of some steps with the words how to create a high - end wedding experience
Create a High-End Wedding Experience
In this episode, Ashley recalls helping at a summer wedding in Spain and witnessing the father of the bride become overcome with emotion. Moved by the moment, she gained a new outlook on weddings and became passionate about cultivating unique and personalized events. In particular, she encourages you to embrace adventurous ideas and take risks in order to create authentic and memorable celebrations.
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In this video, we’re learning how building authentic relationships can help you book more creative and high-paying weddings. James Christianson and Otto Schulze are the founders and co-owners of James x Schulze, a luxury wedding photography brand that was named one of the Top Wedding Photographers in the World by Harpers Bazaar. They also help others break into the luxury market through Sage Journey, their training program that’s tailored for wedding photographers.
How to Book Luxury Weddings
In this video, we’re learning how building authentic relationships can help you book more creative and high-paying weddings. James Christianson and Otto Schulze are the founders and co-owners of James x Schulze, a luxury wedding photography brand that was named one of the Top Wedding Photographers in the World by Harpers Bazaar. They also help others break into the luxury market through Sage Journey, their training program that’s tailored for wedding photographers.
In this video, we’re learning how building authentic relationships can help you book more creative and high-paying weddings. James Christianson and Otto Schulze are the founders and co-owners of James x Schulze, a luxury wedding photography brand that was named one of the Top Wedding Photographers in the World by Harpers Bazaar. They also help others break into the luxury market through Sage Journey, their training program that’s tailored for wedding photographers.
How to Book Luxury Weddings
In this video, we’re learning how building authentic relationships can help you book more creative and high-paying weddings. James Christianson and Otto Schulze are the founders and co-owners of James x Schulze, a luxury wedding photography brand that was named one of the Top Wedding Photographers in the World by Harpers Bazaar. They also help others break into the luxury market through Sage Journey, their training program that’s tailored for wedding photographers.
a wedding photo with the text how to turn your faqs into wedding leads
How to Turn Your FAQs into Wedding Leads
Whether you’re a DIY couple or a wedding planner, this guest is talking to you! Jamie Wolfer is the Owner and President Planner of Wolfer & Co, a wedding industry collective that provides mentorship for both DIY couples and wedding planners. In this episode, Jamie shares her startup story and challenges you to take ownership of how you want your event planning business to impact you and gives you her top tips for how to do it.
a wedding photo with the text increase your wedding leads quickly
The Mindset That Helped Us Grow an Award-Winning Business
In this video, Sunna and Mollie reflect on how their corporate backgrounds helped them establish and grow their award-winning event production business. Specifically, they talk about the mindset and principles that will empower you. Experienced in making exquisite events feel seamless, these founders have gained their business a rep for being “the nexus of matrimonial cool”. This is why we’re delighted to share with you their insights about the best ways to go after your own success.
a man and woman holding hands while standing on the beach with text overlay how to grow an award winning event business
How to Grow an Award-Winning Event Business
In this episode, Sunna and Mollie reflect on how their corporate backgrounds helped them establish and grow their award-winning event production business. Specifically, they talk about the mindset and principles that will empower you.