Client Planning Session Note Template

Client Planning Session Note Template

5.00

We use this planning session note as a way to stay organized with our client’s progress throughout their planning. Track to-do items, vendors, packing list, set-up and breakdown notes either as a hard copy written document in their binder or upload to Adobe to create your own fillable pdf for the paper-free route!

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Are you a paper and pen kinda gal - me too! I like a good ol’ binder or clip board for my clients so that I can keep their planning sessions organized until I complete their final packet. We’ve created the planning session note template in navy, grey and blush (you can also change printer to black and white if you prefer)