Event Planning Business Kit
Dreaming of starting your own event planning business? We’ve made this toolkit for you! Our Event Planning Business Kit is designed to help you run your business as seamlessly as you run your events. It’s all about impressing new clients and taking your event business from meh to wowza in minutes.
With 25 templates and tools, this toolkit is designed to simplify the process of managing clients in an event business. From client pitches to pre-written emails and fee pricing calculators, we have your event business and client workflow covered.
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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.
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: 61 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 25 ready-to-use event templates, tools and guides designed to supercharge your event planning business INCLUDING:
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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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Track your client projects and revenue in a quick and easy way. This client income tracking template is an easy high-level way to plan and monitor all the projects you are working on and pitching for.
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How do you know what your day rate should be? The day rate calculator helps you determine the right day rate to charge clients, to ensure you cover your business costs and get your ideal annual income.
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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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Gantt charts are the ultimate way to plan your event timeline in a highly visual way. This template gives you a high-level overview of the event planning process (tasks are shown with visual bars along a calendar) which is useful when you're working across several months.
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This Event Services Quote is the document you send to prospective clients when responding to a request for quote. In this template we have included both a cover letter/email and the detailed quote. It includes an outline of your services and fee, along with your terms and conditions.
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This Event Services Tax Invoice is the document you need to request payment from your client for your services.
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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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How do you manage the progress of your many projects? As you win more projects, you will find it important to have an overview of them all. Use this high-level project management template to track your events at a topline level.
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Plan ahead and manage your workload (and your time). Use this event project planning template to plot out an entire year of event projects!
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How do you calculate your fee for a client when they propose a new event project? We share our simple project fee calculator to help you find the right amount to quote to new clients.
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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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How do you find new clients and grow your event planning business? This guide covers basic business hacks that will help you find more event clients (and keep them coming back).
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The Event Management Service Proposal is an impressive way to quote new clients. Use this template with prospective clients to get them so excited they book you to organise their next event.
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It is essential to know the value of your service, and know how to charge for those services. In this guide, we explore the common fee pricing strategies so you can determine the fee that works best for you.
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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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Let nothing stand in your way of being super organised! Sometimes it helps to simplify the mental process by putting pen to paper. Break it down into tasks for today, this week and this month with this excellent ready-to-print planner.
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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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This Event Photographer Contract is used when engaging a photographer for an event. use this template as a guide to structure the information required when booking a photographer for your event.
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The Event Services Contract is used to confirm the details when you are to be hired for your professional event services. Use this template as a guide to create your own contract agreement.
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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!
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Capture the important details of your agreement with event stallholders and vendors. Use this template as a guide to create your own contract of expectations and agreements between yourself and the vendor.
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It is sometimes required to use a photograph release form when you want to publish images of people participating in your event. This document gives you an example of how to set out the legal ownership and permissions associated with those images.
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This is a sample Wedding Planner Contract (or Letter of Agreement) for you to use as inspiration and guidance when drafting your own event services contract.
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