SoloRateHQ

Getting started in wedding & event planning assistant

Steps to go from zero to your first paid day-of or month-of coordination client.

  1. 1

    Pick your service tier

    Decide whether you're offering day-of coordination, month-of coordination, partial planning, or some combination — don't default to 'full planning' since that's a different pricing model (a % of total budget) and a much bigger time commitment per client.

  2. 2

    Get liability insurance

    General and professional liability, often bundled as a BOP, is typically required before a venue will let you coordinate on-site — get a policy that can produce a same-week Certificate of Insurance (COI), since venues often ask for one close to the event date.

  3. 3

    Set up your contract and payment templates

    Draft a standard coordination agreement (see the contract template above) and a retainer/final-payment schedule in a CRM like HoneyBook before taking your first client, not after.

  4. 4

    Build a portfolio

    If you don't yet have paid weddings to show, offer a discounted or free day-of coordination to a friend's or family member's wedding specifically to get photos, a testimonial, and a real walkthrough of your process.

  5. 5

    List yourself on the major directories

    The Knot and WeddingWire are where most couples search for a coordinator — a complete profile with real photos and reviews matters more than which directory you pick first.

  6. 6

    Build your day-of kit

    Emergency kit (sewing supplies, stain remover, pain relievers, tape), a portable printer or laminated timelines for vendors, a walkie-talkie or group-chat system for the wedding party, and signage/design templates in Canva.

  7. 7

    Set your rates using the calculator above

    Start from your target hourly rate, then price your day-of package against your actual coverage hours — check it against what similar-experience coordinators charge in your specific market before finalizing.

  8. 8

    Consider certification once you have a few weddings under your belt

    Programs like the Wedding Planning Institute of Certified Consultants (WPICC) or membership in NACE/ILEA aren't required to work, but can help justify a rate increase once you're past your first few clients.