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Free Event Planner Operations Checklist

The exact processes your event plannerneeds to stop winging it and start running like a real business. Enter your email and we'll send it instantly.

Get the free checklist โ€” no spam, just the document.

We'll also send one follow-up about the full Event Planner kit. Unsubscribe anytime.

Here's what's in the checklist

A snapshot of the event planner processes most owners never get around to writing down.

โœ“Discovery Call & Proposal Script
โœ“Vendor Vetting & Contract Requirement Protocol
โœ“Job Posting Template (Event Coordinator)
โœ“Day-of Coordination Timeline & Run Sheet
โœ“Vendor Backup & Emergency Substitution Protocol
๐Ÿ”’Lead Follow-Up Sequence (5-Touch)
๐Ÿ”’True Cost Per Event & Margin Calculator
๐Ÿ”’Client Agreement & Scope Limitation Template

+ 3 more in the free checklist

And 62 full documents in the complete kit

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The checklist is just the beginning

The full Event Planner Business Kit has 62 done-for-you documents โ€” scripts, templates, checklists, and playbooks for every part of your business. One payment, yours forever.

Get the Full Event Planner Kit โ€” $197 โ†’

One-time payment ยท Instant download ยท No subscription

Common questions

What format is the checklist?

PDF and Word doc โ€” you can print it, share it with your team, or edit it to match your exact business.

Is this really free?

Yes. No credit card. Just your email. We'll follow up once about the full kit โ€” that's it.

What's the difference between the checklist and the full kit?

The checklist covers your core operating procedures. The full kit ($197) goes 10x deeper โ€” hiring scripts, sales templates, legal agreements, financial trackers, a marketing plan, and a 12-month growth roadmap. Everything written specifically for event planner owners.