Send a proposal with tasks, milestones, client responsibilities, vendor assumptions, payment dates, and cancellation terms. State when the date is confirmed—such as after a signed agreement and deposit, if that is your policy.
After confirming date, venue, scope, decision-maker, and budget assumptions, send a proposal with deliverables, timeline, suppliers, exclusions, payment milestones, cancellation terms, and an acceptance method. State how long supplier availability can be held and what changes require approval. Do not begin commitments on the client's behalf before written acceptance and any agreed deposit are received.
Identify which suppliers are provisional and get client approval before confirming any non-refundable commitment.
State when a date is considered held and what confirmation is required before supplier commitments are made.
Send a booking summary with dates, deliverables, key suppliers, payment milestones, and cancellation terms. Mark options as provisional until written acceptance and agreed payment are received. Keep records of customer-approved changes so the event team follows the latest plan.
Keep changes documented and approved. KobStore can show your event-planning packages; create a page and explain how clients move from enquiry to booking.
