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Service Offerings Checklist

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SERVICES & PACKAGES • CHECKLIST

Service Offerings Checklist

Shape a clear, profitable service menu that clients can understand before the first consultation—and that your studio can deliver consistently.

6 sections
30 items
instant access
 
CLEAR OFFERS • STRONGER MARGINS

A practical PDF checklist for wedding planners who want to simplify their service menu, define who each offer is for, set clearer boundaries, and present package differences in language clients can understand.

Use it to evaluate workload, communication limits, pricing guidance, delivery costs, inquiry patterns, and the services that deserve a place in your business.

🔓 Get Instant Access

✓ Instant PDF download

✓ Practical items you can tick off

✓ Read on any device, lifetime access

 
SOUND FAMILIAR?

The services sound polished, but the differences are still hard to explain

Your packages grew from habit

Services may include tasks because they have always been there, not because they belong together or support the current direction of the business.

Prospects cannot see which offer fits

When package descriptions rely on long task lists, couples may still need a consultation before understanding the problem each service is designed to solve.

Boundaries appear only after booking

Unclear meeting limits, revision rules, communication windows, and vendor responsibilities can create mismatched expectations and repeated extra requests.

Busy offers are not always profitable offers

Admin, follow-up, emotional labor, assistant time, and extra communication can quietly erase the margin from a package that looks profitable on paper.

 
WHAT'S INSIDE

Inside the checklist, 6 sections and 30 action items

Define the Service Menu

List the work you currently perform, organize it by planning stage, separate full-service support from advisory help, and remove tasks that cannot be delivered consistently.

Clarify the Buyer

Define the couple behind each offer, including their confidence, available time, budget context, biggest concerns, and the specific problem they want help solving.

Set the Boundaries

Write inclusions and exclusions in plain language, set limits for meetings and revisions, define communication windows, and create a process for additional requests.

Build the Presentation

Choose clear package names, write short benefit-led descriptions, make differences easy to compare, add useful pricing guidance, and show the next booking step.

Check Profitability

Estimate delivery hours, include administrative and emotional labor, account for contractor costs, compare workload with the fee, and simplify offers that cannot hold margin.

Review After Inquiries

Track prospect questions, identify confusing language, compare conversion patterns, retire poor-fit services, and update the menu with real seasonal evidence.

 

Create services clients can understand and choose

Get instant access to a structured checklist for simplifying your menu, strengthening boundaries, presenting packages clearly, and reviewing whether each offer supports the business.

🔓 Get Instant Access
 

Educational content only. Pricing, profitability, and business results depend on individual costs, markets, operations, and other factors and are not guaranteed.

 

At a glance

Format Printable checklist (PDF) Access Instant download after checkout
Compatibility Phone, tablet, laptop — any device Ownership Yours to keep, lifetime access
Refunds Refunds are handled under the store's Refund Policy (30 days); digital-product eligibility may depend on whether the file has been accessed or downloaded. Price Shown at checkout
 
HERE'S EVERYTHING YOU GET

Everything inside — yours

Service Offerings Checklist

The complete six-section checklist with thirty practical service-menu items.

Included

Service-menu audit

Review every task, organize delivery by planning stage, and remove low-value work that does not belong in the offer.

Included

Buyer and problem matching

Connect each service to a specific couple, planning challenge, confidence level, time limit, and reason for seeking support.

Included

Scope and boundary review

Clarify inclusions, exclusions, meetings, revisions, communication windows, vendor contact, and extra-request handling.

Included

Package presentation framework

Create practical names, benefit-led descriptions, visible package differences, useful pricing guidance, and a clear next step.

Included

Profitability and inquiry review

Compare total workload with fees, account for hidden delivery costs, track prospect questions, and refine the menu after each season.

Included

Instant digital access

Download the PDF after checkout and revisit it whenever services, pricing, staffing, or inquiry patterns change.

Included
Simplify the menu with purpose Instant digital delivery Lifetime access
 
Download now
 
BEFORE YOU BUY

Questions, answered

How do I receive the Service Offerings Checklist? +

After checkout, you receive instant access to the downloadable PDF. Save it to your device or print a copy and work through the items at your own pace.

Can I use the checklist on my phone or tablet? +

Yes. The PDF can be opened on a phone, tablet, laptop, or desktop using a standard PDF reader.

What is the refund policy for this digital checklist? +

Refunds are handled under the store's Refund Policy (30 days); digital-product eligibility may depend on whether the file has been accessed or downloaded.

Is this checklist useful if I already have wedding-planning packages? +

Yes. You can use it to audit existing offers, remove low-value tasks, clarify package differences, strengthen boundaries, review profitability, and identify services that create poor-fit bookings.

Will the checklist help me decide what to include in each service? +

Yes. It helps you list the work you perform, organize tasks by planning stage, separate different levels of support, write inclusions and exclusions, and match each offer to a specific client problem.

Does this replace professional financial or pricing advice? +

No. The checklist provides an educational framework for reviewing workload, costs, fees, margins, and presentation. It does not replace individualized accounting, tax, legal, or financial advice.

Marketing

Use our battle tested marketing materials for Service Offerings Checklist
in your marketing campaigns and start selling right away!

Shipping & Payment

Shipping

We are proud to offer international shipping services that currently operate in over 200 countries and islands world wide. Nothing means more to us than bringing our customers great value and service. We will continue to grow to meet the needs of all our customers, delivering a service beyond all expectation anywhere in the world.

Do you ship worldwide?

Yes. We provide free shipping to over 200 countries around the world. However, there are some locations we are unable to ship to. If you happen to be located in one of those countries we will contact you.

What about customs?

We are not responsible for any custom fees once the items have shipped. By purchasing our products, you consent that one or more packages may be shipped to you and may get custom fees when they arrive to your country.

How long does shipping take?

Shipping time varies by location. These are our estimates:

Location *Estimated Shipping Time
United States 5-20 Business days
Canada, Europe 5-20 Business days
Australia, New Zealand 5-20 Business days
Central & South America 5-20 Business days
Asia 5-20 Business days
Africa 5-20 Business days
*This doesn’t include our 1-3 day processing time.

Do you provide tracking information?

Yes, you will receive an email once your order ships that contains your tracking information. If you haven’t received tracking info within 5 days, please contact us.

My tracking says “no information available at the moment”.

For some shipping companies, it takes 2-5 business days for the tracking information to update on the system. If your order was placed more than 5 business days ago and there is still no information on your tracking number, please contact us.

Will my items be sent in one package?

For logistical reasons, items in the same purchase will sometimes be sent in separate packages, even if you've specified combined shipping.

If you have any other questions, please contact us and we will do our best to help you out.

Returns

Order cancellation

All orders can be cancelled until they are shipped. If your order has been paid and you need to make a change or cancel an order, you must contact us within 12 hours. Once the packaging and shipping process has started, it can no longer be cancelled.

Refunds

Your satisfaction is our #1 priority. Therefore, you can request a refund or reshipment for ordered products if:

  • If you did not receive the product within the guaranteed time (45 days not including 1-3 day processing) you can request a refund or a reshipment.
  • If you received the wrong item you can request a refund or a reshipment.
  • If you do not want the product you’ve received you may request a refund but you must return the item at your expense and the item must be unused.

We do not issue the refund if:

  • Your order did not arrive due to factors within your control (i.e. providing the wrong shipping address)
  • Your order did not arrive due to exceptional circumstances outside of our control (i.e. not cleared by customs, delayed by a natural disaster).
  • Other exceptional circumstances outside of our control.

*You can submit refund requests within 15 days after the guaranteed period for delivery (45 days) has expired. You can do it by sending a message at support@sellvia.com

Exchanges

If for any reason you would like to exchange your product, perhaps for a different size in clothing, you must contact us first and we will guide you through the steps.

Please do not send your purchase back to us unless we authorise you to do so.

Refunds & Returns

Refunds, returns, and exchanges

In the event that your order arrives damaged in any way, please email us as soon as possible at support@sellvia.com with your order number and a photo of the item’s condition. We address these on a case-by-case basis but will try our best to work towards a satisfactory solution.

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