The Wedding & Event Planners Fix Kit
Built for wedding and event planners.
Planner money leaks in the gap between what the contract says and what the couple or client actually gets. The package price covers a set number of meetings, vendor calls and event-day hours; everything past that is work I see planners give away because nobody wrote down where the package ends. The fixes here start with your own contract and your own calendar, not an outside rate sheet. This kit finds where the money leaks in your own work and gives you the steps and the words to close each one.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
The 9 leaks it covers
7 you can close it · 1 the other side owes it · 1 a pro decides
- Scope creep: extra meetings, calls and vendor work done inside a fixed packageWhere to look first: Pull the contract for your last three events and write down exactly what each package included: number of meetings, vendor calls, site visits, hours.Keep it from coming back: Every package lists what is included and what it costs past that. No add-on work starts without a written yes.You can close it
- Event-day hours run past the contract and nobody bills the overtimeWhere to look first: Find the event-day coverage in your contract: start time, end time, and what happens if the event runs long.Keep it from coming back: Write in and out times on the timeline sheet every event, and have the approver initial any overtime.You can close it
- Retainer and cancellation terms not in writing, so a cancelled event pays nothingWhere to look first: Read your current contract for three things: what the retainer is, whether it is refundable, and what is owed if the client cancels or postpones.Keep it from coming back: No date goes on the calendar until the signed contract and retainer are in.You can close it
- Final balance due after the event instead of before itWhere to look first: Check when your final balance is due. If it is after the event, you carry the risk on work already done.Keep it from coming back: Final balance due a set number of days before the event, written into every contract, with a reminder on your calendar.The other side owes it
- Card processing fees paid out of your planning feeWhere to look first: Add up last year's card processing fees from your processor statements. Divide by card sales to get your real rate (CALCULATED from your statements).Keep it from coming back: Check your effective card rate every quarter from the processor statement.You can close it
- Travel and destination costs not billed backWhere to look first: List every event in the last year that took you outside your normal area. Pull the miles, tolls, parking, hotel and meals for each.Keep it from coming back: Log every business mile the day you drive it.You can close it
- Postponed dates moved for free, holding your calendar twiceWhere to look first: Count how many events you moved to a new date in the last two years and how many other inquiries you turned down for the original dates.Keep it from coming back: Postponement terms go in every contract, not decided case by case.You can close it
- Vendor referral arrangements never written downWhere to look first: List the vendors you send clients to most often and whether any of them pay you a referral fee or discount.Keep it from coming back: Track vendor referral terms on one sheet, reviewed monthly.You can close it
- No tax set-aside from planning income that arrives with nothing withheldWhere to look first: Mark which of your planning money comes in with no tax held back (1099, direct pay, app or card deposits).Keep it from coming back: Move the set-aside the same day each client payment lands, and keep the quarterly dates on your calendar two weeks ahead.A pro decides
Free: one full leak from this kit
No sign-up, no email. Here is leak 1 of 9 exactly as it appears in the kit, so you can see what you get before you buy.
Scope creep: extra meetings, calls and vendor work done inside a fixed package
You can close it- Pull the contract for your last three events and write down exactly what each package included: number of meetings, vendor calls, site visits, hours.
- From your calendar, sent email and call log, count what you actually did for each one.
- Mark the difference. That is the work you gave away.
- Add a line to your contract: what the package covers, and the rate for anything past it (hourly or per item).
- When a client asks for something outside the package, send a short change note and get a written yes before you do it.
Your part: Decide your add-on rate and send every change note yourself.
Change note to a client: Hi [CLIENT NAME], Happy to help with [NEW REQUEST]. Our agreement dated [DATE] covers [WHAT THE PACKAGE INCLUDES]. This is outside that, so it would be billed at [RATE / FLAT ADD-ON], about [HOURS OR AMOUNT]. Reply yes and I'll add it to your next invoice. Thank you, [YOUR NAME] | [BUSINESS NAME]
Every package lists what is included and what it costs past that. No add-on work starts without a written yes.
What this kit can't decide for you: Your rates are your decision. This kit never tells you what to charge.
That's 1 of 9. The other 8 come the same way in the kit: steps, words to send, a habit to keep each one closed.
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
What people in this work look up
When wedding and event planners go looking for answers, they search things like “wedding planner contract”, “event planner pricing”, “wedding planner fees” and “event planner contract template”. Those searches turn up forms, averages and other people's numbers. This kit starts from your own records instead: the 9 places money leaks in this work, where to look first and the words to send to close each one.
What you get for each leak
- Numbered steps to close each leak
- Your part, spelled out
- Words you can use: letters and scripts, ready to send (fill in the brackets)
- A habit that keeps each leak from coming back
- An honest line on what the kit can't decide for you
A page from the kit
Questions people ask
Scope creep: extra meetings, calls and vendor work done inside a fixed package: where do I start?
Start here: Pull the contract for your last three events and write down exactly what each package included: number of meetings, vendor calls, site visits, hours. To keep it from coming back: Every package lists what is included and what it costs past that. No add-on work starts without a written yes.
Event-day hours run past the contract and nobody bills the overtime: where do I start?
Start here: Find the event-day coverage in your contract: start time, end time, and what happens if the event runs long. To keep it from coming back: Write in and out times on the timeline sheet every event, and have the approver initial any overtime.
Retainer and cancellation terms not in writing, so a cancelled event pays nothing: where do I start?
Start here: Read your current contract for three things: what the retainer is, whether it is refundable, and what is owed if the client cancels or postpones. To keep it from coming back: No date goes on the calendar until the signed contract and retainer are in.
What it can't decide for you
This kit works from your own records. It doesn't give legal, tax, licensing or financial advice, and it never tells you what to charge. Where a CPA, attorney, insurer or state board makes the call, the kit says so and gets your records ready for them.
15-page PDF · instant download after payment · Code VYR-KIT-PLANNER-01
Opens secure checkout. Instant download after payment. 30 days to ask for a refund — refund policy · terms
Next step
- Run your free LeakReceipts check — it reads your own receipts and records and shows where money is leaking out, line by line.
- TrueNET — the whole-picture money truth: what you actually keep after every cost, across everything you earn and spend.
Use Jobber or Housecall Pro? Run the free leak check — it reads your job export in your browser and shows the money leaks the software doesn't flag. Nothing is uploaded.