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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. You can also listen to the February 2024 episode of ,, “The Wedding Planner Podcast: Wedding Industry News”. 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!
Too much clutter or too little detail can muddy the waters when it comes to clear, concise representation on business documents. And finally…ease of communication when it comes to customer choice is key. Business documents should be customizable to reflect packages accurately without adding clutter.
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. Getting customers to sign off on these documents promptly without being reminded.
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.
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.
However, with the right online management tools for boosting event productivity , you can easily assign tasks to staff and vendors, establish deadlines, get status updates and communicate with team members to quickly answer questions or make notes. So don’t let spilled milk spoil your business (literally).
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. Oh, and no more lost files or emails. Automation of processes.
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.
The fits-and-starts of communicating via email takes way too long to have a true conversation. Needless to say, this adds a social and interactive element back to your communications that emails, content marketing and social media posting simply can’t replicate. Document and Spreadsheet Software Tools. And speaking of….
FYI – Planning Pod can help you operate with fewer staff and service workers by automating processes, creating timesaving workflows and streamlining communications. That way, you can serve customers better and more efficiently with a smaller team. Learn more about our software. It’s Time to Press the Reset Button (Not the Panic Button).
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.
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.
One central source for business communication and contact information goes a long way in organizing conversations with clients, vendors, and staff – a key component both before and after events are complete. Event management systems make manually recreating the same type of document for different clientele a thing of the past.
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.
This document outlines your strategies, projects financial forecasts, and analyzes the market for the next three to five years. After all, if you’re writing this plan intending to attract investors, it’ll probably be different from a document just for internal purposes. Find event venues What is a business plan?
Making sure that everything is setup Check-in Guest communication Managing unexpected problems and emergencies Speaker and guest support Social media and audience interaction Stage 5: Post-event duties Your event has finished, but it doesn’t stop here.
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.
Documenting the right data for your event business Before you can effectively report on data to uncover business trends and opportunities, it is imperative to make sure you’re collecting the right information. Tools like customer surveys can really come in handy for documenting demographics as you qualify your leads.
Clear Communication Budgets are not just internal tools; they are communication devices. It’s imperative to read through these documents carefully. Document Everything Maintaining a thorough record of every financial transaction, contract, and communication helps ensure transparency.
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.
This includes scope of services, pricing details, payment terms, cancellation policies, communication and harassment, and liability. Client Images: make sure in your contract or a separate document to obtain written permission from clients before using their images for marketing or promotional purposes.
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.
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.
Planning Pod will automatically sort and filter your communications, so you don’t have to. On top of day-to-day communication, you can brand and customize the design of your outgoing notifications. The options are limited, so you will likely be making manual adjustments to most of your emails and legal documents.
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.
And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications. Should you communicate with leads via email, text or phone? And if they refuse to communicate via text, ask them what other method would they prefer. Ask leads if you can correspond with them via text messaging.
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.
The adjuster will review your documentation, interview witnesses if necessary, and assess the extent of the damages or injuries that occurred. Keep records: Be sure to maintain copies of all communication and documents related to your claim for your reference.
It can lead you to have better communication about your goals for the wedding and ultimately force you to come to a place where you compromise on what you are looking for. Keep in mind that different states and countries may require certain documentation, like a government ID or birth certificate.
It doesn’t have to be an overwhelming or daunting document; instead, consider it a guide to help business owners stay on track as they navigate the world of entrepreneurship. Manage event details: Keep track of event dates, deadlines, client preferences, communication, contracts, payments, and more all in one place. Here’s how.
This amount is the number you will communicate to all vendors. Tried to get this official document 3 months before your wedding date. Finalize guest count Double check all RSVP's and communicate the final number of guests to all your vendors. Decide which guests you will invite and make a first draft of the list.
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.
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. Simplifies client management and ensures you team never misses critical communications. Integrates with our CRM tool. And many more.
Making It Work: Tips for a Successful Display Wedding Shower If the pros have tickled your fancy and you're considering a display shower, here are a few tips to ensure it's a hit: Communicate Clearly: Make sure your invitations clearly explain the concept. Capture the Memories: Don't forget to document! BYOB: Bring your own bag!
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 Communications.
Whether you run a small shop or large-scale operation, keeping your team in-the-know at all times regarding your catering orders and lead/customer communications is vital to the success of your business. Planning Pod simplifies collaboration among team members and vendors. Lead and Customer Relationship Management (CRM). Key Advantages.
Sales Documents & Tools (Proposals, Contracts, etc.). This includes the ability to schedule followup reminders and send/receive email communications with prospects so you can quickly increase your event / group sales and private dining bookings. Planning Pod offers a centralized inbox for all your event email communications.
Clearly communicate the scope of your services, pricing, and any additional fees or options. In your approach, be sure to prioritize building trust and open communication with your vendors to ensure smooth collaboration. These documents outline every aspect of the event, from initial consultations to the final cleanup.
Just communicate openly with her about it and make sure to include her in another special way both before and at the wedding! Use these tools to keep everything running smoothly: Guest list templates Keep track of RSVPs, travel plans, and dietary restrictions in a shared document or planning app.
They were communicative and extremely detailed. Both times she was great to work with—very communicative and open to giving us great direction to get the best photos. Communication leading up to the big day was prompt and straightforward. They were easy to work with from start to finish!
Event management software often integrates with other tools, providing analytics, facilitating communication, and enabling more intricate event designs. For example, if you aim to educate employees about products and services, you’d prioritize internal communication tools and integration with corporate systems.
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.
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.
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