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:
🟡 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
🟡 Guest allergies/dietary restrictions provided to caterer
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
