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Once a lead becomes a client, she can then quickly plug their information and event details into her customized proposal and contract templates that already have all of the core information and pricing for her commonly-sold packages. You can even set-up customized payment schedules with automated reminders and auto-payments.
Shown here is our BEO builder, which auto-updates information like event dates, headcounts, schedules and proposal/invoice details. Easy-to-build proposals, contracts and BEOs … with electronic signatures. Where Planning Pod really separates itself in its ability for you to collaborate with your team and clients.
Planning Pod’s task management, scheduling/timeline, budgeting, CRM and reporting/dashboard tools simplify event project management and provide detailed insights for improving event operations. Social Tables began as an event layout tool and has since expanded into event CRM and sales management. Social Tables.
Vendor and venue management – Track all vendors and venue rooms/spaces assigned to events, including vendor contact information, assignments, tasks, and invoicing and billings (via a handy budgeting tool) as well as profiles for all rooms and spaces in your venue (including capacities and associated floorplans and setups).
Even if you aren’t having any events right now or in the short-term, events will certainly come back, and there will probably be increased demand with everyone (and I mean EVERYONE) wanting to make up for all that lost interaction and face time (literal face time, that is). Our Recommendations – Jabra Evolve 75 or Apple AirPods.
Online Electronic Signatures. We built Planning Pod for busy event professionals and business owners who run event- and hospitality-related businesses of all sizes, including: Eventplanners Wedding plannersEvent management firms Event venues and spaces Small hotels, B&Bs and restaurants.
Brandee Gaar, who runs her own wedding planning firm called Blush by Brandee Gaar as well as her own business consultancy for wedding planners , understands the frustrations of working from multiple business and project management tools and free apps. “We Then send it to your clients to quickly collect their electronic signatures.
You can even collect electronic signatures from your BEOs from the Planning Pod app, making it easy for your kitchen staff to sign off on food deliveries and vendors or event managers to mark off payments. It also makes it easier to organize installment plans for clients. Payment notifications. Invoicing and pricing.
To that end, we have assembled a list of 25 (+2) proven event sales techniques and strategies from seasoned pros that you can implement quickly to boost your lead generation, qualifying and close rates. And, yes, these can definitely help in this post-pandemic sales world of Zoom meetings and electronic communications.
Online Electronic Signatures. Planning Pod is the perfect event management platform for wedding pros, whether you are an eventplanner or manage a wedding venue. In fact, the first version of our product created in 2007 was wedding planning software for couples and planners. Aisle Planner Pricing.
Items on an average BEO may include general event information like the name, date, on-site location, and headcount, as well as other specifics, such as floor plans, set-up and tear-down instructions, food & beverage packages, original invoices and proposals, and electronic signatures.
That’s not even including emails and all the electronic files and binders we used to try to keep tabs on everything,” says Laura. This disconnected system of stand-alone applications, tools, manual processes, personal notes and files created gaps in the event booking process. “I It just became way too much to handle.”.
Electronic Signature Capture. Event sales tools for proposals and contracts – In minutes, you can create professional, colorful, detailed proposals that impress leads and prospects (especially if you use our templates tools) as well as customized contracts (with data merge fields). Additional Fee. Additional Fee ($24/month).
According to Shaun, being able to manage all of the details and logistics of each of your client’s weddings is the differentiator between a good wedding planner and an unsuccessful one. Some eventplanners rely on tedious spreadsheets and financial ledgers to determine which clients have paid and which haven’t.
However, virtual events offer the ability for organizers to invite speakers, talents, and attendees from halfway across the world without having to worry about travel and accommodation costs. However, planning and hosting a hybrid event does pose its own unique challenges. Loading Access and Storage Space.
Planning Pod’s task management, scheduling/timeline, budgeting, CRM and reporting/dashboard tools simplify event project management and provide detailed insights for improving event operations. Social Tables began as an event layout tool and has since expanded into event CRM and sales management. Social Tables.
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