Event Client Workflow

$40.00

Description

Event Client Workflow Template Bundle

Sometimes you don’t need a complete toolkit. When the job is managing your client relationship from first call to final report, this bundle has the tools built for it.

Helps you:
Keep your client relationships as organised as your events.

Included in this product:

• Event Budget Client Presentation
• Event Team Work in Progress
• Event Services Pitch Proposal Deck
• 20 Pre-Written Emails to Win More Clients
• Client Reverse Brief
• Event Team Meeting Agenda
• Event Team Meeting Minutes
• Post-Event Client Debrief Report

Plus:
• Built-in planning tips and guidance notes
• AI prompts to help you work faster

Pairs well with:
Any collection in the shop. There's no wrong combination — grab what fits your events and build from there.

Customer Service

Delivered as a digital download in a compressed .zip file straight to your inbox. No physical products are shipped.

Need help getting started?

Every template comes loaded with built-in planning notes, practical guidance, and AI prompts - so you're not staring at a blank page. You're starting with 26 years of event experience already built in.

Still got questions?

Template Manual
FAQs
Contact Us

Template License

You can customize the templates to suit your event and brand. Add your own logo, update colors and fonts, remove sections you don't need, and adapt the content as you like.

Event Kit templates are licensed for use by one business or sole operator, and you can edit, customize and reuse them across every client, event, and project your business handles.

Read full Template License

Description

Event Client Workflow Template Bundle

Sometimes you don’t need a complete toolkit. When the job is managing your client relationship from first call to final report, this bundle has the tools built for it.

Helps you:
Keep your client relationships as organised as your events.

Included in this product:

• Event Budget Client Presentation
• Event Team Work in Progress
• Event Services Pitch Proposal Deck
• 20 Pre-Written Emails to Win More Clients
• Client Reverse Brief
• Event Team Meeting Agenda
• Event Team Meeting Minutes
• Post-Event Client Debrief Report

Plus:
• Built-in planning tips and guidance notes
• AI prompts to help you work faster

Pairs well with:
Any collection in the shop. There's no wrong combination — grab what fits your events and build from there.

Customer Service

Delivered as a digital download in a compressed .zip file straight to your inbox. No physical products are shipped.

Need help getting started?

Every template comes loaded with built-in planning notes, practical guidance, and AI prompts - so you're not staring at a blank page. You're starting with 26 years of event experience already built in.

Still got questions?

Template Manual
FAQs
Contact Us

Template License

You can customize the templates to suit your event and brand. Add your own logo, update colors and fonts, remove sections you don't need, and adapt the content as you like.

Event Kit templates are licensed for use by one business or sole operator, and you can edit, customize and reuse them across every client, event, and project your business handles.

Read full Template License

ABOUT

Our Story.

Exact Section
1
Swoon-worthy event planning tools you can fall in love with.
2

Our Mission

Quality-crafted professional event templates built for real-world use.

3

Our Team

Founded by Rachella Thomas, with 26 years of events behind every template.

Would definitely recommend to any new or experienced event planner.

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