Partial Wedding Planning Proposal Template
In SendScope under Events & Weddings, as Partial Wedding Planning
Partial planning is the hardest wedding service to scope, because every couple arrives at a different point and all of them describe themselves as nearly organised.
These packages fix that by counting categories rather than promising a level of service. Five vendor categories is something you can quote against; helping out with whatever is left is not. The larger package adds the design and the styling plan, which is usually what a couple discovers they were actually missing.
The handover is where the risk sits. You are inheriting decisions somebody else made, sometimes agreements with terms you would never have accepted, so the planning session at the start is not an administrative formality. It is where you find out what you have agreed to run, and where you decide what you are not taking responsibility for.
What the client reads
The scope
This is the wording the template arrives with. Yours replaces it.
The packages
2 to choose from
The client picks one, and the one they pick is the one they approve and pay on.
Vendor and Logistics
The bookings still to make
A$3,200
Three to six months
- Planning session and brief
- Shortlists for up to five vendor categories
- Quote comparison and booking support
- Budget tracker
- Run sheet for the day
- Eight hours on site
Design and Delivery
Vendors, styling and the day
A$4,800
Six to nine months
- Everything in Vendor and Logistics
- Design concept and mood board
- Styling plan and floor plan
- Unlimited planning email
- Rehearsal attendance
- Twelve hours on site with an assistant
The whole thing, live
The page your client opens
Not a screenshot. This is the real client page running on an invented deal. Pick a package and press approve to see what your client would see; nothing is sent or charged.
How it gets paid
Deposit, then balance
50% is due when the client approves, and the balance when you mark the work delivered. Both payments happen on the same link the proposal is on.
Card or bank transfer, and you choose which per deal. If you want a package to bill every month instead of once, you set that on the package itself when you build the deal, and the client can cancel it from their own link.
Prices are a starting point in Australian dollars. Change the figures, the inclusions and the number of packages to suit what you sell.
The starting terms
What approving the page records
These sit above the approve button. The client reads them, and approving records that they accepted them.
These terms cover the booking you approve on this page.
- The booking. The booking retainer, which appears on this page as the deposit, holds your date and is not refunded if you cancel, because the date is then held for you and turned away from others.
- Payment. The balance is paid before the day, on the date set out above. Anything added later is quoted and invoiced separately.
- What is included. The hours, the meetings and the people on site are those described above. Hours beyond them are charged at the rate shown, agreed with you on the day where that is possible.
- Suppliers you book. Payments to venues, caterers, florists and other suppliers are yours and are made directly to them. I coordinate them; I do not hold their money or carry their obligations.
- Your part. Decisions, guest numbers and supplier details come to me by the dates we agree. A late answer moves what depends on it, and a final guest number given late may change what is possible.
- If the date moves. A date can be moved once, subject to my availability, and the retainer moves with it. If I am not available on the new date, the retainer covers the work already done.
- If I cannot attend. If illness or an emergency prevents me attending, I will arrange a replacement where I can, and if that is not possible everything you have paid is refunded.
- Cancellation. Tell me in writing as early as you can. The retainer is kept and you are charged for work already done; nothing further is owed.
Approving this page records that you accepted this scope, this price and these terms.
Starting terms, not legal advice. Read them, change what does not match how you work, and have a lawyer look at them if the work is large enough to warrant it. Your own default terms in Settings replace these automatically.
Before you send it
What to change first
The parts of this template most likely to be wrong for you.
- How many vendor categories you take on, since that is the line this is priced on
- Whether you review agreements already signed, and how far that review goes
- What happens when a couple adds categories after the brief, because they will
- Your hours on the day, which these packages assume but a couple may not
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