This site uses cookies to improve your experience. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country, we will assume you are from the United States. Select your Cookie Settings or view our Privacy Policy and Terms of Use.
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Used for the proper function of the website
Used for monitoring website traffic and interactions
Cookie Settings
Cookies and similar technologies are used on this website for proper function of the website, for tracking performance analytics and for marketing purposes. We and some of our third-party providers may use cookie data for various purposes. Please review the cookie settings below and choose your preference.
Strictly Necessary: Used for the proper function of the website
Performance/Analytics: Used for monitoring website traffic and interactions
Communicate about your ongoing health issues/recovery with your clients. Documents were shared electronically and I followed up with my couple once I was back to work. Timeline Genius for your event timelines which allows you to collaborate with your vendors and clients at the same time. Work has to come second.
A recent case study shows that 78% of customers buy from the first responder — so, exactly how much money are you leaving on the table by not having CRM software with robust management tools that support timely communication? Here’s everything you need to know about the recent changes to Planning Pod’s Communications tool!
When we built Planning Pod, we set out to solve a big problem that many event venues, restaurants and hotels face … juggling too many applications, emails, documents, spreadsheets and even notes, folders and whiteboards to manage their event bookings. Promote collaboration. Primary Focus. Let’s unpack those benefits one at a time….
Staying on top of communicating with clients and prospects without letting anything slip through the cracks. Further, many of the programs they were using to document and track important information weren’t designed for those purposes, leaving significant functionality gaps and creating unnecessary workarounds that opened the door for errors.
No matter if you’re managing multiple tasks related to an event, keeping your team in order, or communicating with clients, you’ll likely use a digital project management tool. Trello is an effective way to connect with others, share documents, give assignments, and create checklists. Forget the pen and paper. Image via Slack.
Gather information and set clear expectations Personalized communication and education Collaboration and streamlined processes Building trust and exceeding expectations Planning Pod’s centralized customer relationship management (CRM) system ensures streamlined event management and centralized communication/collaboration with your clients.
A BEO is a single-page document developed by an event venue or caterer that offers a detailed yet precise guideline of the key logistical, timing, catering, staffing and setup details involved in the production of an event. The layout of a banquet event order template or document should be simple to follow and easy to read.
Check if the communication between all the team members works efficiently. Collaborate with your team and establish the core priorities for your event. Keep in communication with the venue, ensuring theyre aware of any changes to your plans. Make sure you have a communication system in place to update guests and stakeholders.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. No more details scattered across event spreadsheets/templates , documents and post-its. Improved collaboration with teams and vendors.
Planning Pod’s comprehensive event and venue management solution gives you the ability to create seamless touchpoints with clients and centralize communication so nothing slips through the cracks. Communication and updates: Maintaining consistent communication with your clients throughout the planning stage of their event is crucial.
It could be located in the mobile app, in a physical file, on your coworker’s hard drive, in a document or spreadsheet or on a sticky note that fell into last week’s trash. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
Clear Communication Budgets are not just internal tools; they are communication devices. This ensures everyone has aligned expectations and understands the financial constraints and objectives, leading to more harmonious collaborations and fewer misunderstandings. It’s imperative to read through these documents carefully.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
Now, instead of sifting through file cabinets of documents, Norton can quickly log onto Planning Pod and see everything he needs to do his job. Challenge: Chaotic communication and missing information. When it comes to catering companies, one of the most important ingredients of a well-run kitchen is communication.
Clearly communicate the scope of your services, pricing, and any additional fees or options. Take the time to build a network of reliable caterers, venues, florists, photographers, and other wedding professionals with whom you can collaborate. Create a culture of open communication, mutual respect, and shared goals.
Back then, we probably had 8 to 9 systems, and they didn’t communicate with each other, and only certain staff knew how to use certain systems,” said Dianne. “We And, if a client has not yet signed a document, the system will remind you. When it comes to managing an event venue properly, communication is key.
Whether they lack the communications tools, or the ability to have all the team members looped in, a lot of the event management platforms out there aren’t geared specifically for venues,” said Andrea. Andrea and her staff know the importance of centralized communications and a one-stop CRM system. “My
By collecting data on attendees, you can create targeted marketing campaigns and personalized communications. For simplified organization, you can create profiles for each contact, including phone numbers, documents, and tags, for easy searching. You can even attach invoices and email exchanges to track your communications.
It was built in collaboration with large global organizations that run hundreds or even thousands of events yearly, including consumer events and experiences, conferences, congresses, and more. the type of content you’ll produce (videos, articles, graphics), and any partnerships or collaborations. Document everything.
Planning Pod puts the focus on team and client collaboration. To do this requires constant interaction and clear communication with your clients, team members and vendors so that everyone is always on the same page and no detail is overlooked or lost. Integrates with our CRM tool. Upload, categorize and share comments on images.
Whatever the size of your event, for it to be a success, you need to identify your goals and communicate strategy with your event team. Build Communication into Hybrid Event Plans. Note that visual communication has become more important in an increasingly remote world. Crisis communication plan. Agile Hybrid Event Plans.
Streamlines workflows and saves 62+ hours/month of busywork Simplifies serving customers and landing more leads Is easy to use and get up and running fast Simplifies collaboration among team members and vendors. Planning Pod simplifies collaboration among team members and vendors. Let’s unpack those one at a time. Key Advantages.
An event proposal is, simply put, a comprehensive document that details every element of an event. In this case, the event proposal’s main function is to communicate the event’s concept, Unique Value Proposition (UVP), and especially how the event would benefit the client in achieving its goals. Marketing and communication departments.
However, there are clear differences between regular SaaS vendors and platforms offering both digital solutions and collaborative partnerships. This decision-making process revolves around the collaborative and partnership aspects, emphasizing the profound impact it can have on the overall success of your events.
You may want to understand the level of expertise your attendees already have on the subject and what they hope to learn from the event to help tailor your presentation or curriculum, as well as contact information to send them event updates, training documents, webinar links or event location, and optional marketing follow-ups.
Improve Internal Communication. One of the major challenges that remote working companies had to face is poor communication among employees. Let’s say your company has recently shifted to remote work, and as all your work requires working on Google Workspace, you never thought of having a proper channel for communication.
A BEO is a single-page document developed by an event venue or caterer that offers a detailed yet precise guideline of the key logistical, timing, catering, staffing and setup details involved in the production of an event. The layout of a banquet event order template or document should be simple to follow and easy to read.
Translators and closed-caption tools No matter what kind of event you’re planning, AI-powered translators and closed-caption tools help enable communication and accessibility for all attendees regardless of their language or hearing abilities.
Files and notes management – Compile additional files and documents in one place and keep them organized with internal folders that can be accessed by other staff members if needed. Solution: Communication tools and client-facing tools that enable smooth collaboration. Each one is that important to us.”.
Solution: Streamlining client communication and feedback with the Forms Builder The forms builder enables Shaun to create and schedule as many forms and questionnaires as he needs to send his clients. If he wanted to, Shaun could even invite vendors, like the caterer, to collaborate directly on the food category of the vision board.
With that said, we have print-ready versions of any report available for your most important documents. Flexible Access Collaborating with your team doesn’t have to cost your peace of mind. Communication Reports You can pull Communication reports for insight into any day-to-day communication between staff, clients, and vendors.
With that said, we have print-ready versions of any report available for your most important documents. Flexible Access Collaborating with your team doesn’t have to cost your peace of mind. Communication Reports You can pull Communication reports for insight into any day-to-day communication between staff, clients, and vendors.
Bid farewell to the chaos of scattered documents, having to send manual reminders for payments and say hello to a more efficient workflow. Their collaboration tools, and personalized workflows allow you to translate your clients vision into reality. More time and more money? Yes please.
These resources should enable your team to adapt to the software quickly, reducing the learning curve and ensuring smooth collaboration among team members. These tools help you organize and communicate event schedules, enabling attendees to plan their itineraries effectively. Post-event satisfaction surveys captured valuable feedback.
It will streamline the process and help you document your goals, needs and essential details for your marketing strategy. You’ll know which channels consumers prefer to communicate and view your campaigns, their current needs and challenges with your products or services, etc. Conduct consumer research.
Communications – For event collaboration and communication via email and text messaging among team members, contractors, vendors and speakers as well as with attendees. No more details scattered across event spreadsheets/templates , documents and post-its. Improved collaboration with teams and vendors.
Invite your clients into their own client portal, where they can view and sign documents, make payments, manage to-do’s and more. Email Communications. Our Communications tool provides a central inbox for all emails regarding your wedding leads, clients and events. Invoices and Payments. Dashboards and Reporting.
Message Gaining clarity regarding your communication and messaging strategy is crucial. By collaborating with companies that share your target audience but offer non-competitive products or services, you can leverage their existing customer base to attract new attendees to your event.
As a wedding planner, you will be working with numerous clients, vendors, and team members, so being able to communicate effectively is essential for a successful event. Take some public speaking classes, practice active listening, and work on your written communication skills through courses or workshops. How can you excel at it?
Juggling two different tracks of events – in-house events that support their mission/audience base and private group events and rentals that help boost their revenue – can quickly become a cumbersome task that creates process gaps, continuity killers, collaboration conflict and more.
These resources should enable your team to adapt to the software quickly, reducing the learning curve and ensuring smooth collaboration among team members. These tools help you organize and communicate event schedules, enabling attendees to plan their itineraries effectively. Post-event satisfaction surveys captured valuable feedback.
Stay organized and communicate effectively Effective organization and clear communication are essential when juggling both a move and wedding planning. Create separate folders or digital files for each aspect of your wedding and move, including contracts, receipts, and important documents. Relax, you can handle it!
It will streamline the process and help you document your goals, needs and essential details for your marketing strategy. You’ll know which channels consumers prefer to communicate and view your campaigns, their current needs and challenges with your products or services, etc. Conduct consumer research.
Message Gaining clarity regarding your communication and messaging strategy is crucial. By collaborating with companies that share your target audience but offer non-competitive products or services, you can leverage their existing customer base to attract new attendees to your event.
We organize all of the trending information in your field so you don't have to. Join 5,000+ users and stay up to date on the latest articles your peers are reading.
You know about us, now we want to get to know you!
Let's personalize your content
Let's get even more personalized
We recognize your account from another site in our network, please click 'Send Email' below to continue with verifying your account and setting a password.
Let's personalize your content