1. Sales & Onboarding (The "First Impression" Phase)
Stop recreating the wheel for every inquiry. Use these to lock in bookings while you sleep. Follow the links to get started!
Brochures: Attach to your Lead Auto Response for a great First Impression 🤩Create "Experience Guides" for different seasons (e.g., Winter Weddings at The Estate vs. Summer Garden Soirees). Click here to learn more.
Quotes or Proposals: Build tiered packages with Interactive Quotes or images with descriptions using your Proposals.
Product Templates: Create your services, F&B, rentals, here first. Click here to learn more.
Questionnaires: Use these for supplemental details like vendor arrival times or menu selections once the lead is qualified, design concepts or logistics. Click here for more.
🎥 For a live walk-through of your Sales Templates, check out this webinar!
2. Planning & Logistics (The "Heavy Lifting" Phase)
Move your institutional knowledge into the client's hands so they collaborate with your team, self-serve or a little of both!
Remember: As the planner, you are adding templates to each project. Clients do not have access.
Space Layouts: Create master templates for every room (Ballroom, Courtyard, Terrace) with standard "Max Capacity" setups (e.g., 200-person seated dinner vs. 300-person cocktail hour).
Fixed Object Templates: Save "permanent" items like bars, stages, and built-in dance floors into your library so they’re always perfectly placed on every new project.
Furniture & Decor Library: Template your in-house inventory—like specific farm tables or lounge sets—as objects that can be dragged and dropped into any floor plan instantly.
Click here for more ideas!
Venue-Specific Logistics: Include "Load-in/Load-out" windows and "Final Walkthrough" milestones.
The "Flip" Schedule: A micro-timeline specifically for staff to manage the transition from ceremony to reception.
📕Notes (The Venue Bible):
Rules & Regulations: Clear guidelines on candles, confetti, and noise ordinances.
Power & Tech Map: Where the outlets are, Wi-Fi passwords, and AV capabilities.
The "Rain Plan": A pre-written guide on how the Plan B layout works to ease "weather anxiety."
Intro to Aisle Planner: Ease "tech overwhelm" by explaining how you'll use your planning portal to collaborate. A clear onboarding note ensures clients actually use the tools, whether you're using the full suite or just a few key features.
Click here for more ideas!
Venue Photos: "Inspiration Gallery" featuring images of your venue, successful past layouts, and decor ideas to help clients see the full potential of your space.
The "Look Book": Photos of previous floor plans (Round tables vs. Long banquet) to help them visualize the space.
Inventory Catalog: A visual list of your in-house rentals (chairs, linens, arches).
Click here for more ideas!