Event Planner Business Kit
For full-time event planners โ the templates you've been recreating.
Live now
Event Planner Business Kit ยท $99 one-time
Lifetime access ยท 30-day money-back guarantee ยท works on Mac, Windows, Google Sheets.
- ๐ Excel workbook ยท 9 sheets
- ๐ PDF guide ยท 18 pages
- โณ Lifetime updates
- โฉ๏ธ 30-day refund
Secure checkout via LemonSqueezy ยท 30-day refund
What's inside
9-sheet workbook + 18-page guide
- Client Database (60-row CRM)
- Lead Pipeline with weighted forecast (30 rows)
- Pricing Calculator โ package builder by hours + hard costs
- Preferred Vendor Database (50 rows)
- Contract Tracker โ every active SOW
- Invoice Tracker โ owed/paid/overdue
- Time Log (60-row monthly)
- SOPs Index โ pointer to every written process
- 18-page guide: pricing, contracts, onboarding, vendor relationships, money, taxes
Excel sheets
- 01Read me
- 02Clients
- 03Lead Pipeline
- 04Pricing Calculator
- 05Vendor DB
- 06Contracts
- 07Invoices
- 08Time Log
- 09SOPs Index
Best for
Wedding planners, corporate event managers, freelance coordinators
- Solo wedding planners
- Freelance corporate event coordinators
- Boutique planning studios
- Agencies running 5+ events/year
9-sheet business workbook + 18-page guide. Client database, pipeline forecast, pricing calculator, vendor DB, contracts, invoices, time-log, SOPs.
Quick answers
What format are the files?
Excel (.xlsx) and PDF (.pdf). Works on Mac, Windows, Google Sheets, Excel mobile, any PDF reader.
Lifetime access?
Yes โ pay once, download forever, including all future updates to this kit.
Refund policy?
30-day money-back guarantee. Email us your order ID โ full refund, no questions asked.
Will this work for my specific event/region?
Templates are designed to be adapted. The PDF guide includes regional notes (US/UK/India/EU/SEA). If your specific use case isn't covered, request a refund and we'll consider building it next.