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Wedding planning

Venue notes, vendor shortlists, the budget, the timeline and the client documents. The agent drafts each one from your own details, and nothing reaches a client or a vendor until a person approves it.
AvailableWedding & Event Planner agent, for planners on a pro plan

Who does what

An agent drafts. A person reads the draft and approves it or sends it back with a note for the team, and only approved work can be delivered.

What the agent drafts

In pencil: nothing here is final.

  • Budget splits across categories
  • Timelines worked back from the date
  • Vendor shortlists with the reasons for each
  • Proposals, vendor briefs, run sheets and payment schedules

What stays with you

In ink: a person decides.

  • Which vendors are approached and booked
  • Any change to the budget or the timeline
  • Every document that leaves the project

Agents for this work

Wedding & Event Planner

Available to planners on a pro plan

Available

Your lead agent for each wedding or event. It drafts the client budget, the planning timeline, the run sheet, vendor briefs and client updates from your own project and vendor book. It drafts; you decide and send.

Start with Professional

Professional is $49 a month for your practice, your whole team included. Sign up, set up a project, and read every draft before it goes anywhere.