Event Client Workflow Templates
Simplify client management and win new event pitches with our Event Client Workflow Template Bundle. Designed to save you time, these customisable templates ensure your event business stays on track. Don't let client management hold you back from success—get control today.
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Key Features
Designed by our award-winning agency
Pre-filled with examples & expert guides
Ready-to-use, 100% customisable
What you can expect
You will plan better, easier events.
With the right tools, we believe everyone can create high-quality events. Field-tested and expert-approved, our ready-made event templates and tools help you plan events quickly and easily. No more time-wasted starting from scratch. We’ve done it all for you!
Step-by-Step Guides
Enjoy the peace of mind knowing you won’t miss a thing. Our tools are packed with instructions and sample event planning items to guide you.
100% Customisable
Our templates are created in Word, Excel, PPT and PDF to make it quick and easy to edit. Use them exactly as they are, or customise for your brand.
Event Agency Designs
Always feel confident you’re using the best tools. Get instant access to the same templates we love and use in our own event agency.
Everyone says
“It’s seriously the best, wow.”
These templates saved me a lot of time not having to create my own…Would definitely recommend to any new or experienced event planner.
–Leanne Allicock, LA Event and Photo
What’s in the box?
This template pack includes:
Event planning templates we use and love at our own event agency.
File Types: Word, Excel, PDF, PPT
File Size: 40 MB
Format: Digital Download/ZIP File
Event Type: Any and all types of events.
Perfect For: Both event professionals and beginner event planners.
Delivery: Straight to your inbox immediately after purchase.
Purchase this product and you will get instant access to ALL these ready-to-use event tools:
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Get started the right way. Easily edit your event templates by following our step-by-step instructions and prompts. We show you how to make them truly your own.
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You want to WOW your client with every presentation, and the event budget is no exception. You can do exactly that with this event budget template with dedicated sections for event revenue, expenses and a visual pie chart and graph to summarise it all.
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The best way to organise an event team is with a ‘work-in-progress’. Use this template to track progress of specific event planning tasks across your portfolio of events. This event planner is intended to be used in a high-level project management way.
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Don’t waste time drafting business emails. We give you 23 pre-written and ready-to-send event emails designed to book more event planning clients and streamline your event planning communications.
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When you pitch to a potential event client, you’ve got to impress! Use this stylish event services presentation to excite your new clients. It's purpose is to stimulate interest for future follow-up with you.
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Wrap up your event like a professional. Here we give you a slightly different version of the post-event report template designed to impress your client and stakeholders.
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The Client Reserve Brief is a great tool for gaining a clear understanding of your client's expectations for an event. Use this template to reflect back the details of the event to your client - to show you’re on the same page.
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Direct your event team meetings with purpose. Use this meeting agenda template to increase the productivity of your meetings with our pre-populated event planning list of items to discuss.
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Capture the important details and event planning actions assigned to your event team. Use this template to record the notes from your team meetings, then distribute the minutes to your team – to remind them to take action!
Got questions? We’ve got answers in our FAQs
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