Checklist · version 1
Monthly wedding-business review
Monthly wedding-business review with relative deadlines, concrete handoffs and a note explaining what done means for every task.
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Your current copy
Reconcile incoming payments
0 days relative to event. Match provider records to invoices.
Review overdue balances
0 days relative to event. Assign a follow-up before sending reminders.
Review pipeline next actions
0 days relative to event. Stop sequences that no longer fit the conversation.
Check next month's workload
0 days relative to event. Compare team capacity with confirmed work.
Update templates from actual lessons
0 days relative to event. Keep live client documents independent of template edits.
Keep working on this decision
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Exact email reviews and private history
Prepare formatted client emails, freeze the reviewed recipient and files, and recover private attachment saves.
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Give each reviewer their own schedule copy
Prepare independent partner review links, approve exact emails and retain separate delivery and decision history.
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Preview exactly what your couple can see
Review the real couple portal with current wedding data and navigation, read-only controls, protected links and the published schedule.
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Receive inquiry emails for review
Manage private receiving addresses, inspect retained provider originals, and recover intake deliveries before an explicit review decision.