• May include: A digital spreadsheet titled Wedding Planner Client Intake & Vision Summary Workbook. It features a five-step guide for planners, including sections for Duplicate, Profile, Intake, Map, and Summarise, plus boundaries for client privacy.
  • May include: A digital spreadsheet titled Client Profile with a dark blue header. It lists event essentials including client names Jordan Lee and Taylor Morgan, event date 22 May 2027, venue details, and project metrics like 100% profile completion.
  • May include: A 40-Point Planning Intake spreadsheet with columns for section, client question, response, follow-up owner, status, and sensitivity. The table features a dark blue header, light blue rows, and colour-coded status cells in green and yellow.
  • May include: A digital spreadsheet titled Logistics & Follow-Up Map with columns for Area, Decision, Source, Owner, Due date, Evidence, Status, and Share with. The table contains rows detailing event planning tasks with light blue and white rows.
  • May include: A digital spreadsheet titled Client Vision Summary with blue and white headers. It contains event details for Jordan Lee and Taylor Morgan, including the date 22 May 2027, venue, guest count, and a readiness table showing 35% completion.
  • May include: A digital spreadsheet titled Quality Check with columns for Check, Why it matters, Workbook result, Planner confirmation, Owner, and Notes. The rows list tasks like Profile complete and Client approved final brief with status cells.
  • May include: A digital spreadsheet titled Wedding Planner Client Intake & Vision Summary Workbook. It features a five-step guide for planners, including sections for Duplicate, Profile, Intake, Map, and Summarise, plus boundaries for client privacy.
  • Product video
  • May include: A digital spreadsheet titled Client Profile with a dark blue header. It lists event essentials including client names Jordan Lee and Taylor Morgan, event date 22 May 2027, venue details, and project metrics like 100% profile completion.
  • May include: A 40-Point Planning Intake spreadsheet with columns for section, client question, response, follow-up owner, status, and sensitivity. The table features a dark blue header, light blue rows, and colour-coded status cells in green and yellow.
  • May include: A digital spreadsheet titled Logistics & Follow-Up Map with columns for Area, Decision, Source, Owner, Due date, Evidence, Status, and Share with. The table contains rows detailing event planning tasks with light blue and white rows.
  • May include: A digital spreadsheet titled Client Vision Summary with blue and white headers. It contains event details for Jordan Lee and Taylor Morgan, including the date 22 May 2027, venue, guest count, and a readiness table showing 35% completion.
  • May include: A digital spreadsheet titled Quality Check with columns for Check, Why it matters, Workbook result, Planner confirmation, Owner, and Notes. The rows list tasks like Profile complete and Client approved final brief with status cells.
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Custom-Branded Wedding Planner Intake Workbook and Vision Summary

Item highlights

  • Digital download

Seller's description

Made-to-order digital product.

One wedding planner client intake workbook prepared for the purchasing business with its supplied logo, two brand colors, and approved label changes. The finished file keeps the full intake, missing-information checks, logistics map, and reviewable vision-summary script.

## Included

- One custom-branded Wedding Planner Client Intake & Vision Summary Workbook
- Supplied logo placement
- Two supplied brand colors
- Up to five label adjustments
- Vision-summary Google Apps Script
- One fictional test record
- One revision
- Delivery within three business days after all required files and choices arrive

## Buyer provides

Send the business name, logo file, two color codes, up to five label changes, and the Google account email that will receive the finished file. Do not send client records or personal client information for setup.

## Delivery

This is a made-to-order digital workbook. A finished Google Sheets workbook and script are delivered within three business days after the complete brand package arrives. One revision is included.

## Product limits

The service does not include a new questionnaire, website form, CRM setup, external integration, email or SMS sending, contract review, client-data migration, or extra revisions. The buyer reviews and confirms all labels and generated summaries before client use.

Licensed to the purchasing wedding business for its own client work. Resale, redistribution, sublicensing, and public template sharing are not included. No physical item is shipped.

Designed by Bridal Backstage Co. with AI-assisted formula and script development. Every delivered file is reviewed and tested with fictional sample information.

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Price:€67.53

VAT Included

You can only make an offer when buying a single item.

Delivery

Made-to-order download

Files will be available after the seller completes your order. Here's how.

Made-to-order digital items don't accept returns or exchanges. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital spreadsheet titled Wedding Planner Client Intake & Vision Summary Workbook. It features a five-step guide for planners, including sections for Duplicate, Profile, Intake, Map, and Summarise, plus boundaries for client privacy.

Made-to-order digital product.

One wedding planner client intake workbook prepared for the purchasing business with its supplied logo, two brand colors, and approved label changes. The finished file keeps the full intake, missing-information checks, logistics map, and reviewable vision-summary script.

## Included

- One custom-branded Wedding Planner Client Intake & Vision Summary Workbook
- Supplied logo placement
- Two supplied brand colors
- Up to five label adjustments
- Vision-summary Google Apps Script
- One fictional test record
- One revision
- Delivery within three business days after all required files and choices arrive

## Buyer provides

Send the business name, logo file, two color codes, up to five label changes, and the Google account email that will receive the finished file. Do not send client records or personal client information for setup.

## Delivery

This is a made-to-order digital workbook. A finished Google Sheets workbook and script are delivered within three business days after the complete brand package arrives. One revision is included.

## Product limits

The service does not include a new questionnaire, website form, CRM setup, external integration, email or SMS sending, contract review, client-data migration, or extra revisions. The buyer reviews and confirms all labels and generated summaries before client use.

Licensed to the purchasing wedding business for its own client work. Resale, redistribution, sublicensing, and public template sharing are not included. No physical item is shipped.

Designed by Bridal Backstage Co. with AI-assisted formula and script development. Every delivered file is reviewed and tested with fictional sample information.

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Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View programme terms

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Listed on 11 Aug, 2026
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