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Wedding Planning Advice

The Ultimate Wedding Planner Templates in 2024

February 17, 2024

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I'm candice!

I'm Candice, your new tell-it-like-it-is BFF (and purpose cheerleader). Are you ready to grow and scale a profitable business with purpose–and one that gives back to your meaningful life? Thought so!


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Are you in the first five years of your career as a wedding planner? Whether you’ve got some systems in place (and are just realizing the importance of templates), or you are brand new to the wedding planning industry and are starting from zero, you’re in the right place. I believe in you, and I know that with the right tools and guidance, you can build a profitable business with purpose as a wedding planner. In this blog post, I’m sharing the best wedding planner templates that I believe everyone needs in their digital toolkit. To see all of the wedding planner templates I have available, head straight to my shop here.

A woman sitting at a desk, browsing through wedding planner templates on her phone.

Onboarding Templates for Wedding Planners

Too many wedding planners focus on the sales process and the planning process. The problem with this? They miss the chance to make a great first impression in between. A well-structured onboarding process should include a mix of initial client intake forms, setting expectations, and welcoming emails. Plus, you want your onboarding process to show your clients that you're fully committed to making their dream wedding a reality and that you've got every detail covered – even if they hired you in the middle of your busiest season. Remember, this is EXCITING! 

In my onboarding playbook, I include:

  • My 8-step framework for onboarding new couples
  • An onboarding questionnaire swipe file for you to copy and paste into your CRM
  • Onboarding templates you need to have to save time
  • Everything you need to have it up and automated in a few hours!

Full Service Wedding Planning Process Templates

While planning a wedding doesn’t fit neatly into a template (every wedding is different, after all!), having a signature approach is important and sets you apart in a saturated industry. It's your secret sauce, your tried-and-true recipe for success. It’s what will make your ideal clients refer you over and over again. 

For those who are just starting out (or those of you reading who know you have room for improvement), my Signature Full-Service Wedding Planning Process Playbook offers you a plug n' play solution that guides you through every step of the journey. With these wedding planning process templates, you can confidently help your couples with budget planning, vendor selection, timeline creation, and managing their to-do lists, all while still leaving room for creativity and personalization. These wedding planner templates truly will become the backbone of your business, ensuring that each wedding you plan is a memorable and stress-free experience for your clients. Plus, your signature approach is something you can work into sales conversations too, and can be the deciding factor for couples to choose YOU.

Day of coordination service for clients.

Month of Coordination Templates

I have to be honest with you – I’m not a super big fan of this service. In my opinion, Month of Coordination is one of the most challenging services you’ll offer as a wedding planner. That being said, I know you may get inquiries (and want to book them to fill your calendar). So, with that in mind, having pre-made templates will help ensure that you have every tool at your disposal.

If you don’t have a process for month of coordination yet, my Month of Coordination Templates are designed to simplify the complex tasks involved in the final month leading up to the big day. Complete with swipe copy you can use (and a client welcome guide done for you in Canva), you’ll have everything you need to feel confident during the month of coordination process. 

Plus, I will show you the potential opportunities you have to upsell your customers and make more money too!

A Client Dashboard Wedding Planner Template

Effective communication goes beyond endless email exchanges. Your clients are relying on you to provide them with a system that keeps every detail organized. Knowing this, that's precisely what the Client Dashboard in my shop offers. From managing the guest list and tracking RSVPs to creating the perfect seating plan, monitoring the budget, and keeping track of client to-do lists, your couples are relying on you to have a wedding planner template in place to keep them on track (and confident in your process!). 

The truth is that this is probably one of the MOST important wedding planner templates you can have at your disposal. Without some form of client dashboard template, it might look like you don’t know what you’re doing (which is the fastest way to have your clients lose confidence and start micro-managing you!). 

Sales Scripts for Wedding Planners

I know this isn’t the most glamorous part about being a wedding planner, but the truth is you NEED to learn how to be a great salesperson if you want to run a profitable wedding business. If sales don't come naturally to you, that’s okay! It's a skill that can be cultivated, honed, and perfected. You WILL get better the more you do it!

Want a head start? That’s where our Plug n' Play Sales Scripts come into play. Whether it's responding to initial inquiries, following up after consultations, or negotiating contracts, having a script on hand provides you with a structured approach to selling your services. 

Remember, practice makes perfect. Use these scripts as your foundation, and with time, you'll find yourself becoming a skilled salesperson who can effortlessly convey the value you bring to your clients every single time.

Canva Brochures Templates for Wedding Planners

While most templates for wedding planners will need to be customized per couple (and per service), it’s also worth having some Canva brochure templates that serve as resources for your couples. These are things that don’t necessarily have to do with you as a planner but make the planning process for your couples easier. Things like:

  • A wedding vendor tipping guide
  • Vow writing advice
  • An “End of the Night” Person in charge guide
  • Guide to preparing your guest list
  • And so much more!

These are coming soon to the shop so stay tuned if you need some Canva brochure templates that are done-for-you!

Wedding Planner Questionnaire Swipe File Templates

Listen, I can't stress enough how important it is to ask the right questions when working with your clients. As someone who has been in the industry for over 15 years now, I've learned that understanding your clients' desires, expectations, and preferences is the key to crafting their dream wedding. It's an art, really, and it comes with experience. 

However, when you don’t have experience yet (we all start somewhere!), I'm here to help. That's why I offer questionnaire templates in my shop. These templates, such as the wedding planner budget questionnaire, wedding ceremony rehearsal questionnaire, and wedding design questionnaire, are designed to not only save you time but also help you create unforgettable wedding experiences for your clients. Remember, asking the right questions is the foundation of exceptional wedding planning, so it’s worth getting these right! Plus – having a template makes it EASY for you to give your clients a consistent experience.

How much should you charge for your wedding planning services, and what pricing method makes the most sense for you and your customers? Inside this Playbook, I teach you how to confidently price your wedding planning services and give you the tools you need to become profitable in your business.

Wedding Planner Packages and Pricing Templates

This one comes back to SALES. If you want to sell your services consistently, you’re going to want some templates to make it easier for you! Have you ever found yourself struggling with how to price your services effectively? You’re definitely not alone if you are copying what your competitors are doing. 

Inside my wedding planner packages and pricing templates, you'll learn my proven framework for confidently pricing every planning service you offer. Inside this resource, you'll discover the mistakes you can't afford to make with your pricing, a step-by-step guide on how to price your planning services, pricing calculators and formulas that are easy to understand, insights into the three different pricing models planners can use, and which pricing model is the MOST profitable. Plus, you'll gain access to a Profitability Google Sheet with pricing calculators. I usually only share this with my high-ticket mastermind members. 

A woman sitting in a chair reading a book, surrounded by wedding planner templates.

Wedding Rehearsal Playbook

Let’s be honest – managing a wedding rehearsal can be one of the most intimidating parts of the wedding planning process. I've been there myself, and I understand that feeling of having all those eyes on you. But let me tell you, it's worth having the right tools and templates at your disposal to guide you through this CRITICAL phase. There’s nothing worse than losing your client’s confidence the day before the wedding! 

In my shop, you'll find my Wedding Rehearsal Framework, which is designed to help you navigate rehearsals with confidence. This comprehensive resource includes a step-by-step guide on how to run your wedding rehearsals flawlessly. I share what to include in your bridal party timelines, complete with example bridal party timelines to ease your planning, conversational scripts that provide you with the exact words to say during the rehearsal (without sounding like a robot), and I even include a pre-wedding rehearsal questionnaire to send out to your couples.

Learn the steps to become a wedding designer and create your dream career in the wedding industry. Our expert tips and insider knowledge will guide you towards success. #weddingdesigner #careeradvice #weddingindustrytips

Wedding Design Templates

When I work with wedding planners as a business coach, wedding design is often the service they are most excited about. After all, the opportunity to bring your clients' dreams to life through design is magical. Who doesn’t want to play with a 7 figure budget and bring to life designs that (let’s be honest) most of us could never afford?

However, if you are dying to design and find yourself battling imposter syndrome along the way, know that you're not alone. Many of us have been there, questioning our creative abilities and wondering what really qualifies us to call ourselves a “wedding designer”. 

That's why I've created the ultimate guide to wedding design in my shop. This resource will empower you to tackle design challenges with confidence. In this guide, you'll understand exactly what services to offer your clients as a wedding designer, learn my exact framework for delivering million-dollar designs, and have a complete design process from idea generation to mood board creation to your design dossier. I also include a Design Questionnaire Swipe File to make sure you gather all the right information to create designs that leave your clients saying YES to your design deck. 

Offboarding Templates for Wedding Planners

Last but not least, you need offboarding templates. Like your onboarding process (the first wedding planner template I mentioned!), I consider offboarding templates to be one of the most important resources you can have in your wedding planning business.

Inside my offboarding playbook, you'll find my framework for saying goodbye to your clients with intention and strategy. You want to leave them not only satisfied but eager to work with you again and ready to refer your services to all their friends. My offboarding templates include tools to help you create an intentional offboarding process, become more comfortable asking for testimonials and feedback, gain valuable insights from your past clients that can be used for marketing and business improvement, develop an opportunity to create legacy clients, and feel confident in how you say goodbye to your customers. The way you say goodbye matters, so don’t rush this step!

A woman sitting on the floor surrounded by books, possibly using wedding planner templates.

Why Wedding Planner Templates Are So Important

Now, I know if you are starting your business on a budget, you might wonder why investing in the right templates is so important. Here are just a few reasons why (and these reasons were enough to inspire me to start my shop – by the way!).

  • Templates save you time: These templates save you valuable time by providing pre-designed, customizable resources. You can focus more on your clients and less on administrative tasks, which creates a better experience for both of you.
  • Templates help your brand stay consistent: Consistency in your planning process and communication is key to building trust with clients. Templates ensure that you deliver the same high-quality service with each project.
  • Templates give you a competitive edge: In a competitive market, having access to well-designed templates can set you apart. Your clients will see the value in your services and the professionalism you bring to their special day with YOUR signature process and approach.
  • Templates make you MORE PROFITABLE: I saved the best one for last, right? By streamlining your processes and offering comprehensive packages, you can improve your profitability. These templates are an investment that can pay off in the long run.

As someone who has spent over 15 years in the wedding planning industry, I can confidently say that the templates in my shop for wedding planners are a game-changer for your business. They offer you the tools and resources you need to succeed, while still allowing you to embrace your unique style and approach. Head to my shop to see everything available to you right now!

Explore More Wedding Industry Resources

For More Wedding Planner Business Secrets Follow Me On Instagram

Soooooo what’s your price look like? 😳🤔

To all my wedding pros, don’t do this! Comment CONSULT and I’ll send you a link to my consultation cheat sheet with the right questions to ask during a consult 😉

#weddingmeme #weddingmemes #weddingindustry #weddingfun #weddingfunny #weddingplanning
✨ Spend the day with me and see what a very busy day is like for me as a business coach and content creator! 

Yesterday was definitely a full day of coaching calls with the women in my mastermind and a lot of teaching and content creation. Here’s how I spent my day:

Coaching calls with @ininkweddings @afamilyaffairmaine @itssimplyaddy @nicoledaniellestudios @laceandbowbridalnm @atouchofgrayevents @letterpressmade 
Teaching a workshop with @honeybook 
Recording an episode of my podcast (premiering next week!)
Trying to get my steps in and taking the smallest of breaks between meetings

Not everyday looks like yesterday, but I definitely love when I get to spend my time with the women and communities I serve!

Would you like to see more content like this from me? I’d really like to hear from you! This was a lot of fun to make. ❤️

#candicecoppola #dayinthelife #weddingindustry #weddingpro #businesscoach #podcaster #adayinthelife #thepowerinpurposepodcast #weddingpros #weddingindustryeducation
Let’s create a quarterly business strategy together! ✨

For years, I’ve set goals and created business plans every single quarter. I love working in 90 day chunks because it’s short enough to take quick action but long enough to make progress. 

Each quarter I:

👉🏻 Review the previous quarter, celebrate wins, and acknowledge what got left behind or didn’t work 

👉🏻 Make decisions about where I want to focus my time and energy for this quarter 

👉🏻 Set sales goals 

👉🏻 Take it to my big white board calendar and create a plan, assigning due dates to big projects while managing my schedule 

👉🏻 I put everything into Asana and start creating more concrete to do lists and plans!

I LOVE doing this and loved getting the chance to share it with you! 

Tomorrow I’m leading a 90 day goal setting sesh inside my 1:1 coaching mastermind, WeddingPro Insiders and later this month I MIGHT be doing a special workshop in the Honeybook community 👀 

Stay tuned!!

#goalsetting #weddingindustry #weddingplannereducation #weddingbusiness #weddingpros #quarterlygoals #businessowner #businessstrategy #businesscoach #candicecoppola #weddingproinsiders #weddingpodcast #vlog #businessvlogger #comewithme
Is your copy CATFISHING people?

Be honest, does “premier wedding planner” hang out on your homepage? Because GIRL, I hate to break it to you, but what does that even MEAN?

Every wedding pro I know is on the struggle bus this season with sales… And sure, most of what we’re experiencing is part of the ‘wedding gap’ (and an election year), but could your website copy also be the problem? 

Copywriter to wedding pros @andreashahcopy joins me in this episode to talk about the four biggest mistakes she sees wedding pros making with their website copy and how to fix it.

(number three was definitely my personal favorite)

She breaks this shit DOWN and gives you actionable steps and quick fixes that will work.

Listen everywhere you get podcasts (and on YouTube because why TF not post there, too?!)

#weddingindustry #weddingpro #candicecoppola #thepowerinpurposepodcast #weddingindustryeducation #weddingindustryexpert #copywritingtips #digitalmarketing #weddingpros

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Each week, we explore how to build a profitable business with purpose—and the stories behind successful entrepreneurs who have. Get ready to dig in and have meaningful conversations about business and life, as we explore the strategies and techniques that build the kind of business you want. 

I believe entrepreneurs who lead with their purpose are more successful, less likely to burn out, and deeply connected to why they do what they do. 

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