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The video tutorial outlines the steps to create a Wedding Planner Agreement using a template. To begin, users should access the document form via the provided link. Key steps include filling in the agreement's effective date, client details (name and address for John Doe at 123 Example Street, Miami, FL), planner information (name and address for Planner Example LLC at 321 Sample Street, Miami, FL), wedding date (June 1, 2021), ceremony location (123 Ceremony Street, Miami, FL), and reception address (321 Reception Street, Miami, FL). Additionally, users need to input contact information for both the client (phone and email) and the planner (phone and email), as well as specify the number of miles covering planner travel expenses.