client party checklist · mail or email your invitations purchase party favors and raffle items ......

© 2019 Buffini & Company. All Rights Reserved. Client Party checklist THE COMPLETE Event ideas FUN & EASY 2 Months Set your budget Set a date Reserve services: venue, caterer, photographer, DJ or live musicians Send Save the Date cards Choose a theme Create your guest list, including top clients as well as the vendors you work with the most, such as lenders, attorneys, home inspectors, etc. Call to invite your guests Mail or email your invitations Purchase party favors and raffle items 1 Month Check in with the invited guests who haven’t yet responded Call to confirm attendance 2 Weeks Have a gathering at a local dog park for your clients and their fur babies. Don't forget treats for both "two-legged" and "four-legged" friends! Dog Days of Summer Invite your top clients who have school-age kids to a morning at the nail salon for post-summer mani/pedis! It's toe-tally awesome! Nailed It! Host a pizza party at a local joint the first Friday night after school starts. Getting back into the swing of things can be difficult... help your clients make the transition as easy as pie (pizza pie, that is!). Back to School is Cool! End of the summer is a great time to get all of your clients together and have an outdoor party/bbq. Try and have it at a lake/ beach/park that allows fires and top the evening off with s'mores! Bon[ding] Fire Send out email reminders Touch base with the photographer Create a music list Confirm the menu with the caterer Purchase decorations Assemble favors and raffle items 1 Week Stock up on drinks, snacks and food that’s not being catered 1-2 Days Get to the venue early to set up Meet the vendors and get them situated Greet each guest as they arrive Thank your guests for coming to the party, as well as for their business and referrals Day of the Party Client parties are fun and festive ways to connect with your clients. With a little bit of preparation, you can plan a memorable event that’s sure to get your clients talking. Planning your next get together is a breeze with this handy checklist. PRO TIP! AFTER THE PARTY Send a personal note to all attendees Update your database Send a personal note to your guests who didn’t attend the party

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Page 1: Client Party checklist · Mail or email your invitations Purchase party favors and raffle items ... awesome! Nailed It! Host a pizza party at a local joint the first Friday night

Client Party checklistTHE COMPLETE

Event ideas

FUN & EASY

2 MonthsSet your budget

Set a date

Reserve services: venue, caterer, photographer, DJ or live musicians

Send Save the Date cards

Choose a theme

Create your guest list, including top clients as well as the vendors you work with the most, such as lenders, attorneys, home inspectors, etc.

Call to invite your guests

Mail or email your invitations

Purchase party favors and raffle items

1 Month

Check in with the invited guests who haven’t yet responded

Call to confirm attendance

2 Weeks

Have a gathering at a local dog park for your clients and their fur babies. Don't forget treats for both "two-legged" and "four-legged" friends!

Dog Days of Summer

Invite your top clients who have school-age kids to a morning at the nail salon for post-summer mani/pedis! It's toe-tally awesome!

Nailed It!

Host a pizza party at a local joint the first Friday night after school starts. Getting back into the swing of things can be difficult...help your clients make the transition as easy as pie (pizza pie, that is!).

Back to School is Cool! End of the summer

is a great time to get all of your clients together and have an outdoor party/bbq. Try and have it at a lake/beach/park that allows fires and top the evening off with s'mores!

Bon[ding] Fire

Send out email reminders

Touch base with the photographer

Create a music list

Confirm the menu with the caterer

Purchase decorations

Assemble favors and raffle items

1 Week

Stock up on drinks, snacks and food that’s not being catered

1-2 Days

Get to the venue early to set up

Meet the vendors and get them situated

Greet each guest as they arrive

Thank your guests for coming to the party, as well as for their business and referrals

Day of the Party

Client parties are fun and festive ways to connect with your clients. With a little bit of preparation, you can plan a memorable event that’s sure to get your clients talking. Planning your next get together is a breeze with this handy checklist.

PRO TIP!

AFTER THE

PARTY

Send a personal note to all attendees

Update your database

Send a personal note to your guests who didn’t attend the party

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