Product overview

Event Planner Business Spreadsheet is a digital Events & Creative resource from Ready Forms Studio, created for small-business owners who want a clearer way to manage event planner, client crm, and google sheets. It brings related workflow tasks into one organized resource so routine admin work is easier to review, update and keep consistent.

Use it as a practical reference for event planner, client crm, google sheets, and event business. The page below summarizes the main use cases and package details, while checkout and digital delivery are completed securely through Etsy.

What this tool helps you manage

• event planner
• client crm
• google sheets
• event business
• event spreadsheet

Key product details

• 15 connected event-planning sections
• Colorful dashboard with revenue, profit, active events and outstanding balances
• Lead pipeline and client CRM
• Event portfolio and booking tracker
• Formula-powered quote calculator
• Vendor CRM and comparison tracking
• Event budget with variance monitoring
• Timeline, task and run-of-show management

Compatibility & file information

Formats mentioned in the Etsy listing include Excel, Google Sheets, and PDF. Review the product details and Etsy listing before purchase to confirm the format fits your workflow.