Run your event planning business on real numbers, clear terms and a calm process
The Event Planner Business Kit from Bodhih Training gives independent planners the whole business side in one place: what to sell, how to price it, how enquiries become signed clients and how to see what each event really pays you.
- A 13-sheet Planner Business Workbook: package floor prices, enquiries, bookings with deposits and balances, capacity, suppliers, client budgets, freelancers, P and L and a dashboard
- A fee model calculator that compares flat, percentage, hourly and hybrid fees for one event against your floor price
- 48 client messages, a proposal and brochure template, a contract discussion sheet and six fillable forms
- A 10-chapter e-book that follows one two-person planning business through a full year and a pricing reset
The Event Planner Business Kit · Bodhih Pro Kits · 270 by Bodhih Training, trainers to 2,000+ companies since 2008.
How should an independent event planner price their services?
Start from your own hours, not competitors' prices. Work out a floor price per package from your hours, the pay you want per hour, your overheads, team and direct costs, then choose a flat, percentage, hourly or hybrid fee you can explain in one sentence. The Event Planner Business Kit from Bodhih Training builds this in a workbook and calculator.
Want the full free guide first? Read How to Price Event Planning Services: Fee Models Explained.
You already feel the problem. Here is what it is costing you.
Fully booked and still not sure what you earn
The diary is full but the bank balance never matches it. Without logged hours, a busy year can pay less per hour than a part-time job, and you cannot see it until it is too late to change.
Prices copied from other planners
Competitors' websites do not know your hours or overheads. A percentage fee on a small but complicated wedding can pay you less than the work costs.
Enquiries that go quiet
A price list sent two days later invites comparison on price alone. Without a log, you never learn which sources bring the clients who book.
Terms that do not cover postponement
When a client moves the date or cancels, an old template leaves you guessing about deposits, supplier terms and what is fair.
Suppliers you have not really checked
Recommending a supplier lends them your name. Missing insurance, undisclosed commissions and unread terms become your problem on the day.
Picture the next few weeks with the kit open beside you.
Imagine the first working day of next month. You open one workbook, and in twenty minutes you can see every enquiry and where it came from, every deposit and balance with its due date, next year's busy months and what each package really pays you per hour.
As you open the Packages sheet and type your honest hours, the floor price appears beside each fee. Whether you start with the calculator tonight or the enquiry log tomorrow, the next quote you send will be one you can explain in a sentence and defend without apology.
When the next enquiry lands on a Sunday night, the reply is already written in your voice, with two call times. When a client asks to postpone, your terms already say what happens. When a supplier offers you a commission, the register reminds you to tell the client in writing.
And when you sit down with your team at the end of the year, you will be looking at your own numbers, not guesses: what worked, what to stop and what to charge next year.
24 files that do the work for you
The e-book shows you how. The tools make it happen. Here is exactly what you download.
The Event Planner Business Kit (e-book, PDF)
The guide: methods, worked examples, scripts and exercises
Start here: your event planner business map
The whole business on one page: the flow from enquiry to review, which file to open at each step, your first hour, first week and 30/60/90-day plan, and the Brand it in five minutes box.
Planner Business Workbook
13 sheets: Settings, package costing with floor price, enquiry log, bookings with deposits and balances, capacity, suppliers with commission disclosure, client budget, freelancers, marketing sources, monthly P and L and a dashboard with four charts and traffic lights.
Package price and fee model calculator
Compare flat fee, percentage of budget, hourly and hybrid fees for one event: fee, tax, deposit, effective hourly rate and floor-price check, plus six budget scenarios and a two-chart dashboard.
Enquiry and discovery call form
Two pages: log the enquiry and qualify it in five minutes, then run a 30-minute discovery call with set questions, a fit score and the next step.
Client brief questionnaire
Three pages the client completes after booking: the occasion, guests and traditions, style and priorities, budget and decisions, accessibility and practicalities.
Supplier vetting checklist
Two pages to vet a new venue, caterer, decorator, photographer, entertainer or rental firm before you recommend them, with a scored decision and commission disclosure.
Contract checklist
Two pages to check a client contract (and a supplier contract) before signing: scope, payments, changes, cancellation, postponement, force majeure, liability, insurance and data.
On-the-day handover form
Two pages for the event day: the team and supplier contact grid, critical times, the emergency and lost-property plan, and the shift handover between planner and coordinator.
Post-event client review
Two pages: a client feedback form (scores, a likelihood-to-recommend question, comments and consent to quote) and your own internal debrief with hours and lessons.
Proposal and package brochure templates
Two brand-ready templates: a package brochure you send to enquiries, and a tailored proposal with scope, fee model, payment schedule and next steps.
Client contract discussion sheet
A plain-words outline of the terms a planning agreement usually covers, with options to discuss with your lawyer: scope, payments, changes, cancellation, postponement, force majeure, liability, data and images.
Client message library
48 ready-to-edit emails and messages: enquiries, discovery, proposals, deposits and payment reminders, change requests, difficult moments, postponements, thank-yous and review requests.
Supplier agreement and briefing templates
A preferred-supplier terms discussion sheet, a freelancer engagement letter outline, and a supplier event brief and schedule template.
Client welcome pack and planning timeline
A brand-ready welcome pack for new clients (how we work, contact hours, what we need from you) and a month-by-month planning timeline template from booking to the day after.
Worked example pack: a two-person planning business's year
One fictional two-person planning business through 2026: 22 events, a pricing reset, enquiry sources, payment alerts, capacity decisions and the main forms filled in.
AI prompt pack for event planners
30 tool-agnostic prompts by business stage, each with what to paste in and what to check before you use the output.
Fee model decision card
If this, then that: which fee model fits which service and client, with a quick flow and the questions to ask before you quote.
Mistakes planners make
Fourteen common business mistakes in independent event and wedding planning, with what to do instead and the kit file that helps.
Numbers that matter: KPI card
The 12 numbers an independent planning business runs on: plain definition, exact formula, where it lives in the workbook and what to do if it moves.
Country notes for event planners (correct at November 2026)
Dated notes on tax registration, consumer contracts, package travel, data protection and safety guidance for planners in the UK, EU, US, India, UAE, Singapore and Australia.
Planner's on-the-day print pack
Four printable pages: the emergency kit checklist poster, a pocket run sheet card set, a who-to-call card and the on-the-day golden rules poster.
Annual planner business calendar
26 events: a two-week set-up, a monthly close every month and season planning moments (capacity, price review, supplier insurance, corporate outreach, year-end review).
Planner business task board
25 tasks with stage, file, timing and owner, ready to import into Trello, Asana, Notion, Planner or Jira.
Chapter by chapter
Each chapter opens with a real situation, gives you a method and ends with something to do today, using the tools in your kit.
- Format
- PDF e-book + XLSX + fillable PDF + DOCX + printable PDF + ICS + CSV
- Files
- 24 files plus a one-click ZIP
- E-book
- 71 pages
- Works with
- Excel, Google Sheets, LibreOffice, Word, Google Docs, Acrobat Reader, Apple Calendar, Google Calendar, Outlook, Trello, Asana, Notion
- Best for
- Independent event and wedding planners and small planning studios
- Currency
- Any: set it on the Settings sheet
Choose Your Niche and Services
Pick the events you will be known for, package two or three services and build cultural competence into the service.
Price Packages From Your Hours
Cost every package from your real hours, pay target and overheads, find the floor price and choose a fee model.
From Enquiry to Signed Booking
Turn enquiries into clients with fast personal replies, a qualifying checklist, a set-question discovery call and a tailored proposal.
Contracts, Deposits and Terms in Plain Words
Write scope, payments, changes, postponement, cancellation, force majeure and liability in plain words for a lawyer to formalise.
A Supplier Network You Can Vouch For
Vet, rate and brief the suppliers you recommend, and disclose any commission in writing.
The Client Experience and the Budget
Design the client experience and track each client's budget line by line, with calm ways through family and money moments.
Team, Freelancers and the Event Day
Build a small reliable team, pay freelancers on time and run the day from one run sheet, one handover form and one emergency kit.
Seasons, Capacity and Cash Flow
Set a monthly capacity ceiling, plan the seasons and separate revenue earned from cash received.
Marketing That Fits a Planning Business
Track enquiries to bookings by source, invest time where the right clients come from and keep your portfolio honest.
The Numbers, the Tools and AI
Review twelve numbers monthly, choose tools by category and use AI as a drafting partner with a human deciding.
Not just reading. Tools you will actually open again.
Start here
- 00-Start-Here-Event-Planner-Business-Map: the business on one page, your first hour, first week, 30/60/90 days and the Brand it in five minutes box
Workbooks
- Planner Business Workbook (13 sheets): Settings, Packages costing with floor price, Enquiries, Bookings, Capacity, Suppliers, Client Budget, Freelancers, Freelancer Payments, Marketing Sources, Monthly P and L and a dashboard with four charts and traffic lights
- Package Price and Fee Model Calculator: flat, percentage, hourly and hybrid fees compared for one event, plus six budget scenarios
Forms (fillable PDF)
- Enquiry and Discovery Call Form
- Client Brief Questionnaire
- Supplier Vetting Checklist
- Contract Checklist
- On-the-Day Handover Form
- Post-Event Client Review
Word templates (brand-ready)
- Proposal and Package Brochure Templates
- Client Contract Discussion Sheet
- Client Message Library (48 messages)
- Supplier Agreement and Briefing Templates
- Client Welcome Pack and Planning Timeline
- Worked Example Pack: a two-person planning business's year
- AI Prompt Pack for Event Planners (30 prompts)
Cheat sheets
- Fee Model Decision Card
- Mistakes Planners Make Card
- Numbers That Matter KPI Card (12 numbers with formulas)
- Event Planner Country Notes, correct at November 2026
Print pack
- Planner's On-the-Day Print Pack: emergency kit poster, pocket run sheet cards, who-to-call cards and the golden rules poster (4 pages)
Calendar and import
- Annual Planner Business Calendar (26 events, ICS)
- Planner Business Task Board (25 tasks, CSV for Trello, Asana, Notion, Planner or Jira)
When you have worked through it, you will be able to…
Every outcome is practised with a worked example and a tool, not just described.
- You will be able to cost every package from your real hours and know its floor price
- You will be able to choose and explain a flat, percentage, hourly or hybrid fee for each service
- You will be able to log every enquiry and see your booking rate and reply time by source
- You will be able to prepare plain-words terms on scope, payments, postponement and cancellation for your lawyer
- You will be able to vet suppliers, record insurance and disclose any commission in writing
- You will be able to track a client's budget and your own deposits, balances and cash month by month
- You will be able to set a monthly capacity ceiling and check it before you accept a date
- You will be able to review twelve business numbers in a monthly close and use AI drafts with a clear review rule
Know your starting point. Prove your progress.
People who measure before and after improve faster and can show it. AssessAll, our sister assessment platform, has AI-graded assessments that pair with this kit. Take one now, work through the kit, then re-take it.
A taste of Chapter 2
In March 2026 Farah does something she has avoided for four years. For two weeks she logs every minute she spends on one wedding: the calls, the venue visits, the supplier emails at 11pm, the mood board revisions, the rehearsal and the 14-hour wedding day. Then she adds up what she logged for the whole booking. Full planning at 3,900 has taken 124 of her own hours. After paying Josh and the assistants and covering her travel and materials, the fee leaves 2,902. That is 23.40 an hour, before the overheads that keep the business running. Most planners price by looking at what others charge and landing somewhere in the middle. It feels safe and it is the most expensive habit in this business, because nobody else knows your hours, your costs or how much you need to earn.
The honest comparison
| Free templates and typical advice | This kit | |
|---|---|---|
| Pricing | A price list copied from competitors | Floor price per package from your hours, pay target and overheads, plus a four-model calculator |
| Enquiries | Reply when you can | An enquiry log with reply time and source, a qualifying form and saved replies |
| Contracts | A downloaded template | A plain-words discussion sheet and checklist to take to your lawyer |
| Suppliers | A contacts list | A register with insurance dates, ratings and commission disclosure flags |
| Money | Bank balance | Monthly P and L with revenue earned and cash received side by side, and payment flags |
| Examples | Blank templates | One fictional business's full year in every sheet and a filled-in worked example pack |
Made for you if…
- Independent event and wedding planners running a business with a small team and freelancers
- Event managers, producers and agency project managers planning to go independent
- Corporate event, executive assistant and internal communications teams who run events and want business discipline
- Planners of cultural celebrations, destination events and multi-day weddings
- Association conference organisers, group travel organisers, exhibition stand and virtual event producers who sell planning services
- Planning studios that want one shared method for prices, terms and numbers
Probably not for you if…
- Couples or families planning their own event: see The Wedding Controller or The Party and Celebration Planner
- Anyone looking for legal contracts ready to sign without a lawyer, or guaranteed bookings
- Volunteer-run community events: see The Community Festival and Fair Organiser
Built by trainers, tested in real rooms.
Bodhih Training has designed and delivered corporate programmes since 2008. Bodhih Pro Kits package what works in those workshops into a guide plus the exact tools we use, so you can apply it the same day without a facilitator in the room.
From here to using it in three steps
- STEP 1
Tap Get the kit
Name, email and country. UPI, card or netbanking in India; international cards everywhere else. No account to create.
- STEP 2
Download instantly
Your download page opens at once, with every file and a one-click ZIP. A permanent link lands in your inbox too.
- STEP 3
Open the first tool
Start with the quick-start chapter, then the main spreadsheet or planner. Most buyers use something from the kit the same day.
Open the workbook, type your hours and see your floor price today
Whether you start with the Packages sheet tonight or the enquiry log on Monday morning, the first hour gives you numbers you can act on. Take the business side off your mind and put it in one place you trust.
Personal licence for the buyer's own use (and use with your own team or clients where the kit says so). Please don't share or resell the files. Team and company licences: solutions@bodhih.com.
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250+ AI-graded assessments to measure skills and earn verified credentials.
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Run this topic as a live workshop for your team, in person or online.
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The Event Planner Business Kit: FAQs
Read the free guideAlready bought? Resend my linkHow much should an event planner charge?
There is no single right number. Work out your floor price per package from your own hours, the pay you want per hour, your overheads, team and direct costs, then check what your market will pay. The workbook and calculator do the arithmetic.
Is a flat fee or a percentage of budget better for wedding planners?
It depends on your services and market. A flat fee is easy to compare and approve; a percentage follows the budget rather than the work and needs a minimum. Many planners use a hybrid: a base fee plus a share of budget above a set level. The Fee Model Decision Card walks you through it.
Can I use this with my staff?
Yes, within your own business under the personal licence: your coordinator, assistants and freelancers can use the workbook, forms and templates for your clients. Company and multi-site licences are available from solutions@bodhih.com.
Does it work in my country?
The method is universal and the workbook works in any currency. The dated country notes cover the UK, EU, US, India, UAE, Singapore and Australia in general terms. Contract, consumer, tax, travel and safety rules need checking locally with your lawyer, accountant, venue and local authority.
Are the contract templates legally valid?
No. The Client Contract Discussion Sheet sets out, in plain words, the decisions your terms need to cover. A qualified lawyer in your country should turn it into a contract. The kit is educational and is not legal, tax or safety advice.
I am just starting. Is this too advanced?
It works for a first year too. Start with Settings, three packages and the enquiry log, and use the sample business's rows to see what good looks like. Add the rest as clients arrive.
How do I measure my starting point?
AssessAll, also from Bodhih, offers the Freelance and Client Work Judgment, Negotiation and Value Creation, and Pricing and Discount Discipline assessments. They are separate products that show where to focus first.
How do I turn this into a development plan?
Use the results of your first monthly close and any assessment to build your own development plan on Jobulary, then put the actions into the annual calendar from the kit.
Does the kit promise more bookings or income?
No. It gives you the tools and method to price, sell, contract and run the business with clear numbers. Results depend on your market, your work and many things no kit controls.
Can I use AI with these templates?
Yes. The AI Prompt Pack has 30 tool-agnostic prompts with what to paste in and what to check. AI drafts; you decide prices, clients, cultural questions and every message sent in your name.
How much does The Event Planner Business Kit cost?
₹999 including 18% GST for buyers in India, or $29 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
How do I get the files after paying?
Instantly. Your download page opens the moment payment succeeds, and a permanent download link is emailed to you. Download each file separately or everything in one ZIP.
What software do I need?
Any of the usual tools: Excel or Google Sheets for spreadsheets, Word or Google Docs for templates, Adobe Acrobat Reader, Preview, Xodo or GoodNotes for the fillable PDFs, and Google, Outlook or Apple Calendar for the calendar plan.
Can I get a refund?
Because it is a digital download, kits are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Can my company buy this for a team?
Yes. Team and company licences, and workshops on this topic run by Bodhih Training, are available. Write to solutions@bodhih.com or call +91 99000 11601.
