The Ultimate Business Success Checklist for Wedding Planners is a comprehensive checklist and guidebook with more than 80 business maintenance and management tasks that are specific to wedding and event planners.
Many wedding professionals do not set aside focused time to keep their business healthy and on track. If this is your first experience with 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 know what some of those tasks are, but struggle with putting a plan in place to get them done.
The Ultimate Business Success Checklist includes the following:
1) A 75+ page comprehensive e-book
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. It is a PDF book with three chapters.
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
From setting the annual business budget and decluttering your workspace to updating social media bios and filing your annual report, the Ultimate Business Success Checklist for Wedding Planners empowers planners to grow a successful and sustainable business by providing the tasks necessary to help your business thrive instead of just survive.
2) Summary checklists
The second and third chapters of this guidebook 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. Click here to watch a short tutorial video on how to copy the checklists into your Aisle Planner account.
In addition to the summary checklists being included in the e-book, the summary checklists in both Word and RTF file types are also included with your purchase.
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.
I have been struggling to put together a policy and procedures manual and right in this training it gives you a free template which was so helpful to me to get started and add to! Highly recommend it!” -Christina Farrow, President & Co-Founder of Aisle Planner
The Ultimate Business Success Checklist is a digital product that you can download immediately after purchase and start using today! When you purchase this product, you will receive the 75+ page Business Success Checklist guidebook (in PDF format) and the ready-to-use summary checklist of tasks (in both Word and RTF format).
Ultimate Business Success Checklist for Wedding Planners
FREQUENTLY ASKED QUESTIONS
Who is this product for?
The Ultimate Business Success Checklist for Wedding Planners is ideal for wedding planners with all levels of experience.
If you are new to owning an event planning business, this checklist will give you a great foundation to build your business. The Business Success Checklist gives you the confidence of knowing what business tasks to complete on a daily, weekly, monthly, yearly, and ongoing basis to grow a successful and sustainable event planning 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 Business Success Checklist gives you the tasks needed to maintain your successful event planning business and tools to help you take it to the next level in all areas including marketing, staffing, education, finances, and more.
Do I Need to Use Aisle Planner to Use the Checklist?
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.
What type of file is the e-book?
It is a PDF file that is easily read on computers, phones, and tablet devices. You can also print the e-book if you prefer to have a paper copy. The total page count is 76 pages. There are also Word and RTF documents included for the summary checklists. The editable Word and RTF versions make it easy to copy the task lists to the location of your choice such as into your Aisle Planner account, into your calendar, or into a business management program.
If you prefer to read e-books on your Kindle or in the Kindle app, download the free Send to Kindle application.
Is there a guarantee?
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 for the e-book.
When will this ship to me?
This product is fully electronic. After purchasing, you will receive immediate access to download all of the files to start using today.
I live outside of the United States. Will this guide still help me?
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.
What happens if I lose the electronic files for this product?
Please save all of the 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 so you can keep that email and the file attachment for future use. We do not reissue files or links for the Ultimate Business Success Checklist product.