The following are tools, templates, books, conferences and tech programs that I've found useful as an event planner and/or currently use to improve my daily processes.
FREE WORKSHEETS & VIDEOS
Determining your pricing structure, particularly when you are just starting out, can be quite difficult. This free workbook will take you step by step through the process of calculating and determining the best rate for your event and wedding planning service.
Finding clients for your event planning business can be difficult. In this list I share over 140 event and wedding planning websites and blogs where you can list your event planning services to increase your client list dramatically.
Create a Client Welcome Kit
Learn what should be included in your client welcome kit as well as the ONE tool I use to create all the design documents in my client welcome kit.
If you're struggling to find content to post on Instagram, worry not. Grab this free 7-day images/quotes pack for Event and Wedding Planners. Designed for increased booking.
A client avatar is essential for understanding who your ideal clients are, their challenges and how your business and your services can help to solve them. This free workbook walks you through the process of creating your unique client avatar.
EVENT PLANNING CONFERENCES & WORKSHOPS
RECOMMENDED EVENT PLANNING TOOLS & APPS
MailChimp provides marketing automation for your business. Use Mailchimp to send beautiful client emails, connect your e-commerce store, advertise, and build your brand.
Aisle Planner is a cloud-based solution for wedding planners, enabling them to more efficiently organize events and collaborate with clients, vendors and venues in a streamlined, time saving program.
Canva makes design simple for everyone. If you do not have the money to hire a graphic designer and no access to a design program such as photoshop, Canva is for you. Create branding graphics, invitations, posters & more.
Disclaimer: Some of the links above may be affiliate links, and The Event Certificate may earn a commission for referring you to the resources we recommend. We want you to know that we only recommend resources and tools that we actually use and love.