Canva Initial Consultation & Booking Bundle for Wedding Planners and Event Planners


Avoid the awkward feeling you get just before a consultation with a potential client by creating an initial wedding and event client consultation process.   A series of steps that you can use over and over to help you feel confident, prepared and professional for each and every wedding and event consultation.  

The initial client consultation and booking bundle does just that.  It’s a step by step guide with accompanying documents that will help you nail that consultation.  No more wasted hours trying to think about what to say and how to present your wedding planning business to the client.  Clearly describe your offers, list your expectations, know the right questions to ask, compose emails to potential clients with ease, answer common questions, create eye catching proposals and present yourself as a professional.

All of the templates can be customized in Canva and are  fully brandable with your brand colors and fonts. Make the guides your own with the Canva Plug and Play.  You can mix and match to create templates that align with your own brand.

You can:

  • Change, add or remove all elements and colors to suit your brand
  • Add your logo
  • Reorder, copy or delete pages
  • Adjust the text to suit your processes
  • Replace the sample images with your own
  • Use individual pages for stand-alone information (i.e. pricing or products pages)
  • Save as a PDF, print, or use online
  • Retain full access to the template for any future changes

After purchase you will receive your digital download no physical product will be shipped.

Here’s everything you’ll receive with this bundle:  

  • 22 Page client consultation and booking process guidebook includes: my 8 step consultation process, sample new client questionnaire, sample new client inquiry form, and a list of tools and resources I personally use to help in my consultation process.
  • 7 Email templates for new client consultation
  • Fully Customizable Canva Plug n Play Pricing & Service Guide with Set-up Instructions
  • Fully Customizable Canva Plug n Play Client Welcome Guide with Set-up Instructions
  • Fully Customizable Canva Plug n Play Client Proposal Guide with Set-up Instructions

How it works

Upon purchase, you'll receive a A Zip File containing PDF’s and Canva links. Then, you’re ready to edit! No physical product will be shipped.

Returns & Exchanges

I cannot offer refunds or exchanges on digital downloads. Once you’ve received  the files, the sale is final. But I can and will do everything possible to make sure you are happy with your order. If you have any , I will work with you until your issue is resolved. Should you have any issues or questions about your download please send an email to

Affiliate disclosure

These documents may include affiliate links to products. I may receive a commission from purchases made through these links.


All forms are created for professional wedding planning and are for personal use only. They are forbidden to be shared or resold without written permission. You accept the terms and conditions by purchasing this file.


The contents of this document in no way constitutes legal advice. Always consult with an attorney to be sure you are in full compliance with the law on any legal matter, including licensing, business entity registration and administration.

Please be sure you have a basic understanding and know-how of Canva as we are not available for tutorials on using the program. Please note if you've never used Canva before you will still be able to edit this document! The learning curve is not steep and you will be a Canva pro in no time, just with basic use.