
toolkit
Event Planning Business Toolkit
$29.99
About
This version is designed for wedding planners, corporate event planners, conference producers, party planners, nonprofit events, cultural events, social events, and independent event-planning businesses. The management spreadsheet contains 13 connected systems, including Event Pricing, Lead CRM, Booked Events Pipeline, Master Event Budget, Vendor Tracker, Payment Calendar, Guest/RSVP Management, Run of Show, Staffing, Rentals & Inventory, Event Profitability, Partners & Referrals, and the owner dashboard. A major distinction in this toolkit is that it separates the client's event budget from the planner's actual business revenue. Someone may manage a $100,000 wedding, but that does not mean their company made $100,000. The system separately tracks planning fees, vendor obligations, client balances, direct planning costs, event profit, and profit margin. I also included dedicated systems for weddings, corporate events, conferences/summits, social events, sponsorships, vendor contracts, guest management, contingency planning, event-day command, final 72-hour preparation, and post-event closeout.
Who this is for
entrepreneurs
What's included
This version is designed for wedding planners, corporate event planners, conference producers, party planners, nonprofit events, cultural events, social events, and independent event-planning businesses. The management spreadsheet contains 13 connected systems, including Event Pricing, Lead CRM, Booked Events Pipeline, Master Event Budget, Vendor Tracker, Payment Calendar, Guest/RSVP Management, Run of Show, Staffing, Rentals & Inventory, Event Profitability, Partners & Referrals, and the owner dashboard. A major distinction in this toolkit is that it separates the client's event budget from the planner's actual business revenue. Someone may manage a $100,000 wedding, but that does not mean their company made $100,000. The system separately tracks planning fees, vendor obligations, client balances, direct planning costs, event profit, and profit margin. I also included dedicated systems for weddings, corporate events, conferences/summits, social events, sponsorships, vendor contracts, guest management, contingency planning, event-day command, final 72-hour preparation, and post-event closeout.
Inside This Toolkit
- Complete Bundle — COM/API/MEMB
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