CHILDREN’S PARTY-PLANNER BUSINESS SYSTEM
Party Planner Business OS.
A coordinated operating kit for independent children’s party planners and event professionals to move a lead from inquiry through booking, planning, event day, and follow-up.
$24.99instant digital download on Etsy
Buy Party Planner Business OS on Etsy
WHAT IS INCLUDED
- 12-tab Excel and Google Sheets-ready workbook
- Client CRM, event pipeline, tasks, payment status, balances, and estimated-profit tracking
- Planned-versus-actual event budget and vendor tracker
- Content calendar with click-through and booking-rate fields
- 12 integrated AI-assisted workflows
- 22 event-lifecycle checklist controls and 8 client/vendor message templates
- Optional Notion-ready CSV import kit, quick-start PDF, and workflow PDF
WHO IT IS FOR
- Independent children’s birthday-party planners
- Small event professionals building a repeatable lead-to-event workflow
- Operators who need one view of clients, events, tasks, balances, budgets, and vendors
IMPORTANT LIMITS
- No physical product is shipped
- Software subscriptions, AI-tool access, Notion, Excel, and Google accounts are not included
- The workbook is the calculation source of truth; Notion CSVs do not contain workbook formulas
- AI output requires human review and is not legal, tax, accounting, medical, safety, insurance, or professional advice
AUTHORITATIVE PRODUCT RECORD
Legend Card Company is the seller and product source.
This page states the current approved product facts. Etsy provides the marketplace checkout and order record for the linked listing. Prices shown are in U.S. dollars before applicable tax.