Wedding Planner

Run 20 weddings a year without running 20 separate notebooks.

For independent planners and small wedding planning studios.

What this fixes

• Each wedding has its own timeline in its own format → One timeline template reused for every wedding
• Vendor coordination happens over scattered message threads → Vendor payment and status tracking in one place
• Budget tracking is done in the planner's head → Budget tracking that is accurate on the day
• The couple sees nothing until the timeline slips → A couple portal that answers 80% of questions before they ask

The flow it implements

1. Enquiry — SOP, checklist and templates included
2. Consultation — SOP, checklist and templates included
3. Proposal — SOP, checklist and templates included
4. Contract — SOP, checklist and templates included
5. Planning — SOP, checklist and templates included
6. Vendor coordination — SOP, checklist and templates included
7. Timeline — SOP, checklist and templates included
8. Wedding week — SOP, checklist and templates included
9. Post-wedding — SOP, checklist and templates included

The numbers you track

Metric	Definition	Formula
Booked weddings per year	Active engagements in the year	count of signed contracts in period
Average couple spend $	Average total charged per wedding	total_revenue / weddings
Budget variance %	Final spend vs agreed budget	(actual - budget) / budget
Planner utilisation %	Booked hours over available hours	booked_hours / available_hours

What's in the download

Setup takes 15 minutes

1. Import pipeline-tracker.csv into Google Sheets and delete the example rows.
2. Copy the three documents you send most often and replace the {{placeholders}}.
3. Import tasks.csv as your checklist, then add your first real client.

Questions