Event Client Workflow

$40.00

Description

Event Client Workflow Template Bundle

Designed for:
Event planners, freelancers, consultants and event agencies managing client projects from first contact through planning, delivery and post-event reporting.

Helps you:
Keep your client relationships as organised as your events. Manage client communication, proposals, briefs, meetings and reporting in one professional workflow, so every client project follows a clear process.

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

Designed for:
Event planners, freelancers, consultants and event agencies managing client projects from first contact through planning, delivery and post-event reporting.

Helps you:
Keep your client relationships as organised as your events. Manage client communication, proposals, briefs, meetings and reporting in one professional workflow, so every client project follows a clear process.

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 EVENT KIT

Start with a template,
look like you didn't.

Exact Section
1
Because on event day, there's nowhere to hide.
2

Our Mission

Give you the professional know-how, without the years it takes to acquire it.

3

Our Team

Led by Rachella Thomas, award-winning specialist with 26+ years of experience.

Customer Reviews

Love working with Event Kit? Share your kind words on Google Reviews

★ ★ ★ ★ ★

Wish I’d had the whole kit 6 months ago; it’s awesome. Congrats on a great product!

— Cameron, Bridge Road Brewers

★ ★ ★ ★ ★

I was very impressed... the templates were easy to follow, edit, and use right away. Saved me a lot of time by not having to create my own. I would definitely recommend them to any new or experienced event planner.

— Leanne, LA Event and Photo

★ ★ ★ ★ ★

The templates will be a great tool for me to work with my team on – I have a bit of event experience, but I wanted to teach my team some tricks of the trade, and your templates were just perfect. Your templates have provided us with a strong foundation of professionalism and attention to detail – two things that are vital in this industry and can make the 1% difference.

— Diana, Whitton Malthouse

★ ★ ★ ★ ★

As an experienced Event Manager, I love how simple you’ve made event planning! I’m using Event Kit to make my making life easier.

— Riana, Personal Assistant

★ ★ ★ ★ ★

TIME is MONEY!
By purchasing the Event Kit Template (we bought the Event Business Kit), we saved so much time on planning. Event Kit's easy-to-use template is just that: EASY to use! They have done all the hard work, so you don't have to think (saved so much time...just saying).

— June, Epic Taste Experiences

★ ★ ★ ★ ★

This is a great resource for busy people. Event Kit is exactly what I needed to plan my events.

— Emma, SecondBite

★ ★ ★ ★ ★

Event Kit is the real deal! These are so good! They're really easy to use, nothing has been forgotten or overlooked. I really needed guidance when I was starting out and Event Kit templates were the perfect solution!

—Alexi

★ ★ ★ ★ ★

The event was a resounding success, and the Toolkit was an excellent resource. I wish I had it 6 months earlier!!! Your products are well-organized, elegant, and easy to update. Presentations using your products are outstanding.

— Maggie, Aramco Americas

Built from real events, not theory.

Free Sample

Get on the list for 20% off your first order

Add a little spice to your template library. Try our free sample Event Run Sheet template. Yours to customise, use and reuse, PLUS get on the list to get 20% off your first purchase.

Templates for Event Planners
Templates for Event Planners