guides & templates
The Ultimate Business Success Checklist for Wedding Planners
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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.
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.
The stress of keeping your business running smoothly shouldn’t be a stumbling block.
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$29
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A 75-page comprehensive guidebook
This guidebook was written in collaboration by Debbie Orwat, Founder and Chief Inspiration Officer at Planner’s Lounge, and by the team at Aisle Planner.
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.
Business Success Summary Checklists
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.
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the full list of what's included
what's included
business success checklist
"the perfect step-by-step guide!"
“In the Ultimate Business Success Checklist, Debbie has laid out the perfect step-by-step guide to ensure that we are mindful of all the little (and not so little) things that can have a huge impact on our businesses and livelihood. This is definitely something I wish I had when I was still planning events.” – Christina Farrow, President & Co-Founder of Aisle Planner
"like having a mentor to hold your hand"
“The Ultimate Business Success Checklist is awesome! It’s like having a mentor hold your hand without the price tag of private coaching. I believe this is beneficial to many business owners in the wedding industry and have referred planners as well as a few of my fellow friends who are in hair and makeup to purchase it as well.” – Lisa DiBenedetto, Nightingale Events
"helping me streamline and take my business to the next level!"
“I’ve owned my business for several years and I thought I was organized until I read this book! The tasks provided are helping me streamline my practices and take my business to the next level. This checklist covers everything! And knowing that everything is covered gives me a huge peace of mind.” – Danielle Klobucher, Studio Eighteen
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frequently asked questions
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.
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.
If you are not completely satisfied, we offer a 7-day money-back guarantee with no questions asked. Click here to see the full table of contents.
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. There is a 7-day money-back guarantee if you aren’t fully satisfied.
No, you do not need to use Aisle Planner to use this guide and checklists. The checklists can be copied to any location that works for you such as your online calendar, a business management program, or copied to a Word or Pages document. You can also print the checklists. If you use Aisle Planner, click here to watch a short tutorial video on how to copy the checklist in your account as a business project.
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.
Yes! This guide will work well for any type of business in the wedding industry including florists, photographers, stationers, designers, bakers, officiants, transportation, and music/entertainment businesses.
All levels of wedding planners! If you are new to owning an event planning business, this checklist will give you a great foundation to build your business.
If you are an experienced business owner, the checklist will give you an easy way to get those business tasks out of your head and into your calendar or business management software, saving you time and brain space!
the Ultimate Business Success Checklist for Wedding Planners empowers planners
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