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OK, maybe that’s an exaggeration, but having a tightly kept schedule is still extremely important for event professionals. Back up your documents either with a cloud service or by choosing an event management software that lets you work and store data online. Email and socialmedia management software.
And make sure youve got all stages covered: Venue Equipment Setup Seating Registration Scheduling Etc. Youll stay up to date as people register online – but if youre also expecting last-minute registrations on the day, keep an eye out on socialmedia to see how much buzz is circulating about your event.
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.
Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting. Marketing and promotion – For creating and deploying event websites, email marketing, event mobile apps, surveys/forms, video marketing and socialmedia promotions.
And once the client is on board, there are additional documents like banquet event orders (BEOs) and/or hotel resumes that must be completed and provided to the client for sign-off. Once they review and sign the document online, they receive a PDF copy and you receive a notification that the signature has been collected.
Whether they’re responding to new prospects, following up with them for contract signatures or chasing down clients for payments or vital input for their event, there is rarely any free time in their schedule. I wanted to get more organized with all my documents as I always have 20 tabs open on my screen,” Olivia mentioned.
Review customer feedback: Analyze feedback forms, online reviews, and socialmedia mentions to understand what resonates with your audience and identify areas for improvement. Get familiar with socialmedia dashboards and reporting. Like your ideal customer profile, content pillars are a living document.
Agree upon the KPIs to track the event’s performance, including customer footfall, socialmedia mentions, number of sales, and more. In retail, you can plan teaser ads, socialmedia campaigns, or influencer partnerships. Event Social Profiles: Set up or adapt socialmedia profiles for your event.
If, for example, this event is planned to support the launch of a new product, then the objectives can be: 1,000 socialmedia follows the new product’s socialmedia page 1,000 socialmedia interactions and engagements 1,000 preorders for the launched product And so on.
Don’t battle busy schedules just to grab a signature. Digital files also make it easy to send the same document to multiple people like hosts, their event planners and your venue staff. And if you’re working off of a physical calendar for which there is only one copy, you’re more likely to make false promises or scheduling errors.
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. Manage event and lead tasks by assigning them to staff and clients and setting text and email reminders.
I had a past client say that they had luck finding vendors also on socialmedia group forums so definitely check into that! Don’t just believe a vendor because they have a nice website and they seem cool on socialmedia. What is the payment schedule? Do the research. Read the reviews, follow this ebook.
Needless to say, this adds a social and interactive element back to your communications that emails, content marketing and socialmedia posting simply can’t replicate. Runners Up – Google Drive and Microsoft OneDrive are also solid options, especially if you use their document and spreadsheet tools.
You can use your event management CRM to create a schedule for the event, including session times and speaker information, which can be easily shared with others to keep everyone informed and on schedule. You can also assign tasks to team members and set deadlines to ensure everything is completed on time.
Many businesses have already bumped salaries far beyond pre-pandemic levels (and way past the minimum wage) and are offering incentives like health insurance and flexible hours and schedules (especially important for parents with young children). Proposal, contract and invoice templates let you create documents in minutes.
NOTE: Planning Pod’s customizable online contact forms can be embedded directly on your business’s website and shared on socialmedia profiles, allowing you to collect comprehensive details from your client without having to double-enter their information into an event management system.
This document can be quite lengthy and in-depth because it fleshes out every detail regarding your venue business – from facility and organizational structure to finances, budgets and marketing. Before scheduling your first customer walkthrough or booking your first party, make sure your pricing is dialed in properly.
Note that we will mainly discuss event sales tips here and leave topics like event marketing strategies, socialmedia tactics and target audience outreach for other articles. Then you can back out from there when you would want to provide a proposal, schedule a site visit and set a decision date with them.
Set up multiple payment reminders or schedule auto-payments for set-it-and-forget-it payment installment automations. Effortlessly collect credit card and bank transfer payments from customers by setting up automated email payment reminders or by scheduling auto-payments for each invoice that charge your clients on agreed-upon dates.
Socialmedia moderator. Socialmedia. Create socialmedia handles and build your audience. This is about finalizing the details of your event, especially on components that impact attendees the most: Agenda/schedule. Create and/or acquire required documents for your whole team (including volunteers).
Event project management – For managing budgets, calendars, tasks/to-do’s, schedules/timelines, checklists, files, dashboards and reporting. Marketing and promotion – For creating and deploying event websites, email marketing, event mobile apps, surveys/forms, video marketing and socialmedia promotions.
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. Start by describing your website and socialmedia strategy to build an online presence. word-of-mouth marketing, referrals, digital marketing).
But, without events, we do have a little bit more flexibility in our schedules. You also might want to consider tools to automate your socialmedia posts, meeting scheduling, task management, and client reminders. We know you’re still busy now. Here’s what what we recommend to make the best of this time before it’s gone.
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.
And once the client is on board, there are additional documents like banquet event orders (BEOs) and/or hotel resumes that must be completed and provided to the client for sign-off. Once they review and sign the document online, they receive a PDF copy and you receive a notification that the signature has been collected.
We had an in-house system for managing staffing and company documents. The best part was that it could all be done from a single user-friendly application that is completely integrated, making it easy to automate processes and documents and eliminating the need for re-entering information elsewhere.
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. Additional Fee ($24/month). Customizable Lead Intake Webform (for Your Website).
With our itinerary/schedule tool , you can create a highly detailed timeline for every wedding that lets you fine tune your time management for each event. Invite your clients into their own client portal, where they can view and sign documents, make payments, manage to-do’s and more. Timelines / Itineraries. Forms Builder.
Build and share BEOs and other documents – like kitchen production sheets, proposals, contracts and invoices – in minutes with pre-built templates and custom formats. Caterease offers both wizard-driven data entry functionality and custom document builders to simplify how you get information into and out of your account.
AI technology can help with a wide range of event planning tasks, such as event schedule optimization and attendee follow-up, to simplify the process for event planners and organizers. From sales and marketing to event scheduling, here’s how AI technology can help with event management.
Initial research Browse online for theme ideas and DIY tips, event planning blogs for expert advice, and socialmedia for real party setups and trends that fit your budget. Consider your guests availability and potential scheduling conflicts. Critical questions to answer Indoor or outdoor?
By the end of this guide, you’d have learned about the following: How to identify the ideal audience for your event Crafting compelling event content that attracts potential attendees How to leverage various marketing channels to increase event attendance: socialmedia marketing, email marketing, content marketing, etc.
Notifications and alerts for when there are scheduling conflicts. Because nobody is perfect and bad/inaccurate information can be introduced into even the best closed systems, the system you use should have a real-time notification trigger if the information being entered conflicts with a currently scheduled event or booking.
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 calendar can be accessed and updated in real-time from any device – computers, tablets, or mobile apps – preventing schedule conflicts or double bookings. It even automates new online booking and socialmedia leads through a customizable webform you can embed directly into your venue’s event website.
Meanwhile, their deposits and scheduled payments helped bring in some much-needed revenue that Andrea used to purchase appliances, venue furniture, and other materials that her construction loan didn’t cover. “It Leverage socialmedia. Andrea, who relies almost completely on socialmedia for her marketing, agrees with Monique.
Schedule builder – Easily create detailed event timelines for each event that include dates and times, assignments for vendors and venues, and file attachments for each item. You can even schedule installment plans for clients with automated payment reminders or scheduled charges directly to a credit card.
Once we could connect partners and get people together in documents or meeting virtually, you could see the wheels turning, and people were creating this content.” We had an AirTable where we’d manage the schedule on. The first thing he says they did right was to have an underlying plan driving the event’s schedule. “It
Whether you’re planning just a handful of weddings or have a booked calendar, it’s crucial to have a good process and tools to keep you on schedule. Solution: Staying organized with the event Timeline Builder The itinerary and event timeline builder feature in Planning Pod enables Shaun to create custom schedules for each of his events.
YucatánLove is an expert in the wedding planning business with multiple planners and socialmedia, finance, design, and travel concierge teams that make the destination wedding planning process seamless. All of our documents were efficiently organized via Google Drive, and the team was readily available and responsive on WhatsApp.
The time required to search through multiple documents, emails, and other channels of communication for details is far too consuming for any member of a team to manage regularly. While one person might handle the legal documentation and financials of an event, another finalizes the attendee list and itinerary. “It The kicker?
Event mobile apps offer many features, including event schedules, interactive maps, speaker information, and real-time updates. Event marketing and promotion tools help organizers promote their events through email campaigns, socialmedia integration, and analytics.
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