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Full Planning and Design Collection


monthly installments via affirm available at checkout for purchases over $70

Are you worried that you’re not giving your full planning and design clients the experience they deserve?

As wedding planners we love what we do, and want to give our clients an incredible experience–especially when they’re paying top dollar.

For most planners, full planning and design clients are paying the highest price point for our services. This puts a lot of pressure on us to over deliver and give our clients an out of this world experience AND an impeccably designed event.

Chances are, if you’ve booked your first full-planning and design clients that you’re feeling a little unsure of how to serve them at this level–which is totally crushing your confidence.

Here’s the thing, you don’t need to reinvent the wheel. Or even learn the hard way  through trial and error. You can utilize the lessons I’ve learned after being in this industry for over 7 years, and creating a nationally recognized wedding planning firm in order to give your clients an extraordinary experience.

When you utilize this proven client process as you work with couples in a full-planning and design capacity:

  • You’ll feel confident you’re serving your clients at a high level.
  • Your event designs will feel effortless (and look gorgeous)!
  • And you’ll be able to stay on top of your client work with ease.

If you want to stop worrying about forgotten details, playing catch up with your inbox, and feeling like you’re not showing up for your clients in a way you can be proud of, then these resources are for you.

These downloads are full of proven advice and practical tips. Plus, they are so easy to use! Simply:
1. Download the PDF guides
2. Implement the tips, checklists, and other resources
3. Give your clients an incredible experience, and a beautiful event!

So if you’re ready up your game and wow your clients, simply add the Full Planning and Design Collection to your cart and enjoy!

monthly installments via affirm available at checkout for purchases over $70


- Carol Lathrop ( Event Planner, IMESevents)
- Carol Lathrop ( Event Planner, IMESevents)
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No matter how good your are, establishing a successful event planning business is hard to do when you don't have a plan to follow. Thanks to the Chancey Charm Resource Center, I now have a solid plan.
- Camille Ervin, Founder + Lead Planner at 𝐃yan 𝐄vents
- Camille Ervin, Founder + Lead Planner at 𝐃yan 𝐄vents
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Sarah is amazing! I seriously have no words for how she guided me on the launch of my new planning business. So happy to have her as a mentor!
- Cammie Mitchell Scirica (Wedding Planner, Cambria Events)
- Cammie Mitchell Scirica (Wedding Planner, Cambria Events)
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Chancy Charm has been a welcome place for straightforward and helpful advice. They have built a community with a really nice feeling of support that, in the events industry, is not always present.
- Sarah-Daye ( Destination Wedding Planner, Night and Dayeevents )
- Sarah-Daye ( Destination Wedding Planner, Night and Dayeevents )
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I love the community Sarah has created with Chancey Charm! Her knowledge is what I have been looking for and she is a great "virtual" mentor! I highly recommend her resources, and joining her Facebook community you won't regret it.



SARAH’S MONDAY – FRIDAY EMAIL PROCESS FOR STAYING ON TOP OF FULL PLANNING CLIENTS: so that you can stay organized and on top of your emails, instead of feeling like you have to be chained to your inbox at all times.

THE IMPORTANCE OF REGULAR, CLEAR COMMUNICATION WITH CLIENTS: so that you can educate them about the best way to communicate with you, which will build trust and ensure a smooth planning process.

– 12 MONTH CHECKLIST ( MONTH BY MONTH): so that you have a solid, basic framework that you can customize for each of your clients.

– HOW TO BUILD A WEDDING BUDGET: so that you can properly educate your clients, manage expectations, and ensure that they stay within budget–no matter how much they have to spend.

– HOW AND WHERE TO GATHER INSPIRATION FOR CLIENTS: so that you know where to look in order to create an event design that is unique to each of your clients.

– FULL PLANNING & DESIGN CLIENT QUESTIONNAIRE: you’ll learn the “why” behind this key step of the design process, as well as the important questions to ask.

– DESIGN TIMELINE (MONTH BY MONTH): so that you know when to have your clients complete each step of the design process in order to stay organized and on track.

– HOW TO CREATE A MOOD BOARD + COLOR PALETTE: so that you can make sure your clients and their vendor team are on the same page about the different design details for their event.


– HOW TO CREATE AND WHAT TO INCLUDE IN AN IN-DEPTH DESIGN BOARD: so that you can create beautiful, in-depth online design boards that will wow your clients and outline each detail of your overall design plan, keeping everyone on the same page.

– WHAT TO INCLUDE IN A SHOT LIST FOR THE PHOTOGRAPHER: this is one of the key pieces of the design puzzle. It ensures that each of the details you so carefully curated are captured by your photographer. This is especially important if you’re going to try to get your wedding published.

– WEDDING VENDOR INTERVIEW QUESTIONS: so that you know exactly what to ask potential vendors and venues in order to find the best match for your clients.



This collection is perfect for anyone who is new to wedding planning and coordination and is looking for a comprehensive guide that lays out each step of the planning process for full-planning and design clients.

These guides can also be added to your current repertoire of tools to ensure that you have a robust, yet efficient process for your full-planning and design clients.



Full Planning and Design Collection

how to become a wedding planner, how to be a wedding planner, Chancey charm



Everything you need in one place to launch a wedding planning  business that pays without the stress!



Chancey Charm continues to book over 400k in sales for wedding planning and design year over year in multiple markets. We’ve been published over 200 times, served over 650 happy couples, and have an ever growing staff of amazing planners that Sarah Chancey personally mentors. These are numbers that speak for themselves. Need social proof? Find us here.

I created the Chancey Charm Wedding Planner Academy as a place to share what I’ve learned during my time in the wedding industry, with brides, planners, and creative business owners.  These are the resources I wish I had at my fingertips as I started planning my own wedding and later started planning for others while building a business that allows me the opportunity to do what I love and raise a family.  Each category of resources is tailored to the audience it serves, and my hope is that what I’m sharing will make your journey a bit easier and more enjoyable!

Yes, our team is comprised of professionals who have made wedding planning their full-time focus. We consider ourselves creatives, but we function as a professional business responding to emails in a timely manner during business hours.

Return Policy

Within thirty (30) calendar days of the Program Start Date, you may request a refund of the amount you paid for the Program(s) or digital downloads. The Program Start Date is defined as the first day the Company provided you access to the Program(s) or digital downloads. To be eligible for a refund, you must the requirements listed on our privacy policy + terms of service page.