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The Ultimate Business Success Checklist for Wedding Planners

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This is a comprehensive checklist and guidebook with more than 80 business maintenance and management tasks that are specific to wedding and event planners. The truth about owning a wedding planning business is that there are a million things that you are responsible for in addition to planning and designing events.

Many wedding professionals don't set aside time to keep their business healthy and on track. If this is your first time owning a business, you may not know what business maintenance tasks should be done on a regular basis. If you’ve owned your planning business for a while, you may struggle with putting a plan in place to get them done.


What's Included

The first chapter is the Detailed Master List of Business Success Tasks. It contains all of the business success tasks (more than 80 tasks!) along with pro tips, descriptions, and links to additional resources related to each particular task. It is organized into these nine business categories: CEO Strategic Planning, Business Workflow & Organization, Staffing & Team, Marketing, Education, Financial, Legal, Technology, and Office.

The second and third chapters of this guide include summary checklists, organized by category (marketing, technology, staffing, etc.) and by time frame (daily tasks, weekly tasks, monthly tasks, etc.).

The summary checklists do not have any descriptions, pro tips, or additional resources listed for the tasks. This allows you to easily copy just the task list, organized by category or by time frame, to a customized project template in Aisle Planner, into your calendar, or into a business management program.


When will this ship to me?

The Ultimate Business Success Checklist product is fully electronic. After purchasing, you will receive immediate access to download all of the files to start using today.

Do the files work with both PC & Mac?

Yes! After your purchase, you will receive a link to download a zipped file that contains all of the included files. Open the zipped file on a computer to access the files which can then be used on your computer, tablet, or phone. The editable Word and RTF summary checklists make it easy to copy the task lists to the location of your choice like your Aisle Planner account, your calendar, or a business management program.

Is there a guarantee?

Due to the digital nature of Planner's Lounge products, and the immediate access you receive there are no refunds.

Does the information only apply to US based planners?

From our experience, many wedding planning businesses around the world manage their business with most of the same tasks as those who are US based. Most wedding planners from any country would benefit greatly from the information in the product.

What happens if I lose the files?

Please save the product files to a safe location immediately after your purchase. We recommend using Google Drive or Dropbox for free online storage. You can also download the zip file and email it to yourself, then keep that email for future use. We do not reissue files or links for the Ultimate Business Success Checklist product.

The Ultimate Business Success Checklist for Wedding Planners
The Ultimate Business Success Checklist for Wedding Planners