CX · Customer experience
The moments clients feel.
The moments a wedding planner client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Events & Entertainment
What should stay human at a wedding planner, what an agent can take on, and the roles that make it run.
CX · Customer experience
The moments a wedding planner client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
SX · Staff experience
Less admin for the people who work at a wedding planner, so they can stay present in the work that needs them.
BX · Business experience
Leads, bookings and the numbers behind a wedding planner. Agents can surface the gaps; the owner still decides.
The people a wedding planner usually employs. Each card is written for this business, then links out to the full role page.
Role
Builds wedding timelines, confirms vendors, manages rehearsal details, and coordinates ceremony and reception logistics on the day.
Role
Handles new enquiries, conducts consultations, prepares packages, and follows up couples considering planning services.
Role
Maintains contracts, payment schedules, guest list documents, and vendor records for each wedding booking.
Role
Runs the Wedding Planner, handles customers, scheduling, staffing, and the day to day decisions that keep the business moving.
Specialists a wedding planner often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Creates branding photos of styled shoots, past weddings, and behind the scenes work for marketing use.
Freelancer
Plans and publishes wedding content, vendor collaborations, and testimonials to keep enquiries coming in consistently.
Agency
Builds and refreshes the website, portfolio galleries, and enquiry forms used by prospective couples.
Freelancer
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
If you would like someone to build these flows for a wedding planner, tell us a little and we can match you with an agency. We don’t list agencies on this site.
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