The 5 Ps of the Perfect Client ProposalWhen you get to the point of sending your couples a written proposal you’ve already done a lot of the hard work. You’ll have no doubt spoken to them and maybe met them, either in person or on Zoom.

Now is the time to blow them away with the experience they’ll get by signing on the dotted line with you.

Whether you’re a wedding planner, wedding stylist, photographer, floral designer, stationer or any of the other numerous services a couple may use for their wedding, this applies to you.

Your client experience is what sets you apart from everyone else out there and the proposal you send them is a BIG part of this.

So let’s dive straight in with the 5 P’s of the Perfect Proposal:

No 1 – Personal

This is not a business resume. Nobody wants to read a boring version of the person you think your client wants you to be.

Make it real. Make it fun and above all else make it personal.

One of the reasons a couple will want to book you above someone else is because of your personality and who you are.

I know that the people in my tribe like the fact I’m obsessed with Abba. It’s one of the things I talk about or sing about if you follow my Reels. It’s part of what makes me, me.

So remember to be a real person. It’s very hard to be someone you’re not all the time, so don’t do it. Be you instead.

Also, don’t forget to add in a couple of testimonials from previous clients who loved you and who you are. Nothing better than hearing it from the horse’s mouth, so to speak.

Wedding Business Templates

No 2 – Process

Again, don’t make this too staid and serious. Inject your personality into it. Remember this is a wedding not hospital appointment.

This is essentially the journey your clients will go on with you once they commit. Although it needs to outline the steps of that journey so everyone is clear on what happens when it also needs to get them excited.

Paint the picture for them. Get them to the point where they literally can’t wait to work with you and get started.

It’s also a good idea to add some FAQs here that deal with any common questions or objections so you can make them feel comfortable from the get go.

No 3 – Packages

Now we get onto the fun stuff. What’s on offer? What are you going to be giving them to tempt them?

Don’t be tempted to overwhelm them with choice here.

Have you ever been to a restaurant where the menu is so extensive that you literally can’t make up your mind?

I have and it’s not fun because I always end up ordering the wrong thing.

Don’t do that to your potential couple.

Stick with no more than three choices and don’t overload the detail.

Give them what they need to know and leave the detail for the contract.

Tell them the story they want to hear about what your product or service will give them.

Like everything in business your customer has a problem and you’re providing the solution. So show them that solution but in words they understand and can relate too.

Wedding planner Proposal Template

No 4 – Prices

This is the bit that makes you feel icky. Yep, you have to give them your prices. You’re not working for free.

Don’t be shy here. You’re an expert and expect to be paid fairly for your craft.

If you’ve done your job properly in the first three ‘P’s then this shouldn’t be painful for them or you.

Remember to show them the value of what they’re getting but again, don’t overload or overwhelm.

I had a rule when I was planning weddings. I had three price points, ridiculously high, stupidly low and the perfect pitch.

I think you can guess which one always got them. The perfect pitch was the one I wanted them to go for.

Templates for Wedding Planners

No 5 – Policies

We all have to be serious at some point and your policies and procedures are that time.

This is the time when you iron out the fine details. Below are a couple of things I would include as standard but this is just the tip of the iceberg:

  • How long is your proposal valid for? By putting a time limit on it this will help with procrastination.
  • Do you need a deposit to hold the date? If they’re serious they’ll pay a deposit that’s non-refundable. It doesn’t have to be huge.
  • When will payment/s be due? They need to know when to schedule these in so be clear up front.
  • What’s the cancellation policy? After a pandemic this is more important than ever before so put their mind at ease.

It takes time to put together the perfect client proposal and I certainly made many edits before finally settling on a template that really worked for me and helped me to win clients.

With that in mind I’ve now created a bundle of templates to help you with your wedding business.

I’ve done the hard work for you and all you need to do is add your branding. All of the templates are fully customisable in Canva. PLUS, I’ve even shared my full terms and conditions template that I used in my proposals. All the images are copyright free, and you can change or keep them to fit with your brand.

All my templates can be purchased separately or as part of the Wedding Business Template Bundle which you can get right here