Jack & Jill’s Wedding
Spring 2025
⚠️ No Announcements
Account Information
Client(s): Jack & Jill Smith
Event Type: Wedding
Est. Guests: 120
Service Type: “The Essentials”
First Steps:
🟢 Initial Meeting w/ Porchlight completed
🟡 Porchlight Contract signed/Deposit paid
🟡 Draft guest list completed
Venue Booking
The Venue
Progress:
🟡 Venue preferences identified
🟡 Client has toured at least (2) venues
🟡 Contract signed/Deposit paid
🟡 Design concept created & approved
🟡 Design concept provided to venue coordinator
🟡 Balance paid
🟡 Final meeting with venue coordinator completed
🟡 Guest experience issues provided to venue coordinator
Vendor Information:
venue information
Cost:
Documents:
Venue Contract
Design Concept
Equipment/Decor
Progress:
🟡 Color/Aesthetic plan created
🟡 Equipment/Rentals/Decor list created
🟡 Pricing/Availability received from vendors
🟡 Contract signed/Deposit paid
🟡 Balance paid
Vendor Information:
Vendor information
Cost:
Documents:
Vendor Contract
Equipment, Rental, Decor List
Vendor Booking
Food
Progress:
🟡 Pricing/Availability received from vendors
🟡 Client has attending tasting
🟡 Contract signed/Deposit paid
🟡 Final meeting with vendor completed
Vendor Information:
Vendor information
Cost:
Documents:
Catering Contract
Beverages
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract signed/Deposit paid
🟡 Final meeting with vendor completed
Vendor Information:
venue information
Cost:
Documents:
Beverage Service Contract
Dessert
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract signed/Deposit paid
🟡 Final meeting with vendor completed
Vendor Information:
Vendor information
Cost:
Documents:
Desert/Cake Contract
Entertainment
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract reviewed and signed
🟡 Deposit paid
🟡 DJ song list completed
🟡 Balance paid
🟡 Final meeting with vendor completed
Vendor Information:
Vendor information
Cost:
Documents:
Vendor Contract
Photography
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract reviewed and signed
🟡 Deposit paid
🟡 Balance paid
🟡 Final meeting with vendor completed
Photo Vendor Information:
Vendor information
Cost:
Documents:
Photograher Contract
Videography/ Content Creation
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract reviewed and signed
🟡 Deposit paid
🟡 Balance paid
🟡 Final meeting with vendor completed
Photo Vendor Information:
Vendor information
Cost:
Documents:
Vendor Contract
Day-of Coordination & Logistics
Day-of Coordination & Support
Progress:
🟡 Timeline has been approved by client
🟡 Contact has been made with all vendors
🟡 Coordination plan approved by client
🟡 Rehearsal dinner scheduled
🟡 Final meeting completed with client
🟡 Vendors sent coordination plan
🟡 Decor order tracking numbers obtained
🟡 Confirmed delivery or rentals form vendors
🟡 Crew members confirmed
Cost:
Documents:
Vendor Contract
Guests
Progress:
🟡 “Save the date” designs approved by client
🟡 “Save the dates” sent to guests
🟡 VIP’s Identified
🟡 RSVP Date assigned
🟡 Invitation designs approved by client
🟡 Invitations sent to guests
🟡 RSVP’s received
🟡 Final guest list completed
🟡 Guest allergies/dietary restrictions provided to caterer
🟡 Guest experience issues provided to venue coordinator
Cost:
Licenses, Permits, & Insurance
Progress:
🟡 LPI Research completed
🟡 Marriage license obtained
🟡 Liquor permit obtained
🟡 Insurance obtained
🟡 All other licenses & permits obtained
Cost:
Documents:
Insurance Policy
Marriage License Application
Liquor Permit
Bride & Groom To-Do’s
Bride Progress:
🟡 Dress has been purchased
🟡 Dress alterations completed & dress received/picked up
🟡 Bridesmaids dresses purchased
🟡 Grooms band purchased & received
Groom Progress:
🟡 Suit/Tux has been purchased/rented
🟡 Suit/Tux alterations completed and received/picked up
🟡 Groomsmen suits/tux’s purchased/rented
🟡 Brides band purchased & received
Transportation
Progress:
🟡 Pricing/Availability received from vendors
🟡 Initial meeting with vendor completed
🟡 Contract reviewed and signed
🟡 Deposit paid
🟡 Balance paid
🟡 Final meeting with vendor completed
Vendor Information:
Vendor information
Cost:
Documents:
Vendor Contract
