Wedding Planner Resources & Tools

Little Black Book

SARAH's complete WEDDING PLANNER
RESOURCE list


Helping women like you build wedding businesses that bring them freedom is my absolute passion. I want you to have access to everything you need to start a planning business without feeling overwhelmed, in-the-dark, or totally stressed!⁠

So, I’m giving you my “Little Black Book” (for free!)—with no strings attached.⁠

I’ve collected all of the resources that I’ve vetted and personally turned to over the past 10 years in one helpful-as-ever Little Black Book. Each of them played a pivotal role in my success as I took Chancey Charm from a one-woman show to a nationally recognized brand with over 35 planners—and I want them to do the same for you! They’re here—all in one simple place—to help you start, run, and scale your wedding business like the BOSS you were born to be.⁠

I’m right here rooting for you.⁠

I truly believe there’s enough success in this industry to go around—and I want to share everything I can to help you start your business with confidence, clarity, and a community on your side.⁠

I know you can do this, because I did it!⁠

Sarah Chancey

DISCLAIMER: Occasionally I do share an affiliate link in my content, via social media posts, the blog, my e-courses, digital downloads, and this resource page. This means that if you click a link and purchase a product, I receive a little bit in return. This allows me to keep creating quality, free content. But, please know that I only share things I absolutely believe in and have used.

gear

A solid pair of walkie talkie headsets for day of, my favorite books, it’s all here on Amazon!  I also highly recommend you check out my emergency kit checklist when placing your order. (found inside the launch resource bundle)

After years of trying to find the perfect fit, I found Engaged Legal, while looking for a solid wedding planner independent contractor contract via Pinterest and never looked back. Snag 20% off with code SARAHCHANCEY.

CLIENT PROCESS +
DESIGN HUB

Aisle Planner makes staying on track with clients easy with real-time budgets, design boards, guest lists and more.  The custom branding also gives it a super professional vibe. 

PROPOSALS, PAYMENTS + CONTRACTS

It allows me to quickly and easy send proposals, contracts, and track upcoming payments. It also automatically sends payment reminders, taking the stress of managing those completely off my to-do list. Snag 50% off with the code ChanceyCharm

EMAIL TEMPLATES


I’ve been watching Skylar craft the perfect canned email responses for all your client needs, over the past 2+ years. Our entire team is thankful for the difference they’ve made in our work + life balance!

email campaigns

 

After using two other popular email management systems, Flodesk has been email heaven! I love their easy to use templates, automations and stunning layouts. It’s a perfect fit for our brand, and their emails are incredibly mobile friendly

WEDDING PLANNER PR

Kristen Green, the creator of the Published & Pretty Wedding Submission Guide, helped build the online + print presence you see today for Chancey Charm.  Her guide is absolute GOLD for a planner looking for someone online momentum!

STOCK IMAGES FOR YOUR SITE + SOCIALS

Don’t have the time or budget to plan a styled shoot? Sourced Co. stock photos are the go-to for planners in times just like that! – follow this link to download 3 of my favorites for use on your site + socials

branding, website templates & design

So much love for Davey and Krista, who helped us completely redesign the Chancey Charm site.  I can’t recommend them enough! They also have stunning, easy to use site and branding templates.

social media management

Later has grately simplified my social media scheduling, posting automatically to Facebook and Instagram for me. It also allowing me to see the grid before it goes live.

BOOKKEEPING

Moo is my GO TO for business cards that look and feel amazing (I’m talking thick card stock and letterpress y’all), but won’t break the bank!  Use my link for $25 off your first order!

graphics design

I use Canva for EVERYTHING. Even this guide! It’s easy to use and free!

 I also recommend Canva 101 (linked below) below to get my Canva templates rolling in your own business!

PINTEREST MANAGEMENT + VIRTUAL ASSISTANCE

I also work with CC Virtual Assistance for editing, formatting and scheduling all of our blog posts.  Claire also does all of my graphics for social media & manages our Pinterest account. She can gets yours rolling ASAP too!

AUTOMATED PINNING

Vanessa Kynes is the sweetest soul and her teaching method for Pinterest is absolute gold! You definitely want to snag a spot on her email list.

ROADMAP TO IPAD SKETCHING

The Sketchbook Series is the best next step to reaching the hihg-end, design clients you’re dying to work with.  *** Use the code SARAHSPECIAL to snag a free bonus moodboard when you purchase the Roadmap To Ipad Sketching. ***

service pricing guide

If you’re struggling to come up with set pricing for your planning services, Terrica’s pricing method is rock solid. She also offers a myriad of courses that are rocking the industry.  I can’t recommend her course for planners enough!

MOBILE PHOTO BOOTH
FOR CLIENT EVENTS

Our friends at Pixilated are changing the industry — with a mailed to you photo booth that makes set up and sharing easy! Skip the stress of hiring coordinating with another vendor day of.  Get 10% off here with the code SARAHCHANCEY545.

DIGITAL MARKETING LAB

I joined Meghan Digital Lab a few months ago, and can’t way enough about the collaborative community.  If you’re looking to launch your own digital products, she’s your gal!

BRAND & LIFESTYLE PHOTOS

Katie Cathell is our go-to brand photographer.  She attends all of our team retreats & captured many of the action shots you see on our site.  We can’t recommend Katie enough to anyone looking for images that capture their joy and talent!

room blocks for your clients

If you’re looking for solid help you can count on to establish a room block for your client (even in a remote location), The Room Block Source is THE solution.  I can’t say enough about the team at TRBS.  Saving planner’s sanity everything. Please tell them Sarah Chancey sent you.

MARKETING + COPY

The dynamic duo behind TAYLRD media is the brains behind the Academy site structure and copy you see today.  We adore this dynamic duo and could not imagine this business without these rock star business partners.