Industries / Professional Services / Event Planners
AI Automation for event planning companies.
For event planners, the inquiries come in at all hours and circle around one thing — a date. The systems are built to answer every one of them fast, qualify by date and budget, and book the consult before the lead messages three other planners. Then proposals, contracts, and onboarding run on rails, so an interested client never goes quiet for lack of a follow-up. Custom-built to how your studio already works, connected to the software you already use, and yours to keep.
The outcome
Every inquiry answered. Every consult booked.
Here’s what the systems are built to deliver — the fast first reply, the qualifying, and the follow-through that fill your calendar with real events and keep clients moving from inquiry to signed.
- Every inquiry gets answered fast and the consult gets booked, so the lead who reaches out at 11pm doesn’t book the planner who replied first thing in the morning instead.
- Leads get qualified by date and budget before they hit your calendar, so the consults you take are events worth planning, not dead-end calls.
- Proposals and contracts get followed up to signed, so an interested client who went quiet gets a timely nudge instead of drifting to another studio.
- Past clients get re-engaged for new events and referrals, so a wedding quietly becomes an anniversary party — or three warm introductions.
- Reviews and referrals get built in, so a five-star event lifts your rank and feeds the next round of inquiries.
Where we usually start
A starting point — not the limit.
These are the automations event planning companies start with most often. They’re a starting point, not the menu — if there’s a repetitive, time-sensitive part of running the studio pulling you off the events you’re producing, we can build for it. Every system is custom to your packages, your voice, and your pipeline, and it’s yours to keep.
Client Intake System
Puts the agreement, deposit, planning questionnaire, and welcome sequence on rails, so a signed client moves from “yes” to underway without you re-sending the same emails by hand. Every event starts the same deliberate way — nothing forgotten, nothing inconsistent — and the studio’s first impression holds up even in the weeks when you’re running back-to-back events.
Follow-Up Automation
The follow-up that turns a consult into a signed event — and a proposal into a contract. Prospects and past clients stay warm on a cadence no one has to track, so the proposal that went quiet gets a friendly nudge and the bride who toured last month doesn’t book the planner who simply followed up. The deals don’t quietly fall off the radar between the consult and the signature.
Outreach Campaigns
Targeted, personalized outreach that goes out in your voice — without you having to write it. The system handles the sequencing, the personalization, and the cadence, so the studio stays in front of past clients, venues, and referral partners consistently instead of only in the quiet weeks between events when someone finds an hour for it.
AI Receptionist
Answers inbound inquiries in your studio’s voice, checks the date, qualifies by budget and event type, and books fit consults straight onto your calendar — while capturing the context on bigger events and routing anything that needs a human straight to you. It covers the inquiries that arrive while you’re on-site running an event and can’t get to the phone or inbox.
That’s where most event planners start — we build well beyond it. See the full service breakdown, jump to pricing, or read how the build works.
01
Built for how event planners run
Custom to your studio. Connected to your tools. Owned by you.
This isn’t an app you log into and configure yourself. We design the systems around the way your studio already books and produces events, build them, and maintain them as the technology changes — so they keep working without becoming your problem on the morning of a wedding.
How it fits your business
- Works with your software — we build around HoneyBook, Dubsado, Aisle Planner, and the tools you already run, so inquiries and onboarding stay in one place.
- Built around your packages — your inquiry flow, your proposals, your voice, and your onboarding workflow, not a generic template.
- Live in one to three weeks — starting with a free audit that maps the highest-ROI automations first.
- Yours to keep — you own the workflow automation; ongoing care keeps it improving, but you’re never locked in.
See photographers, marketing agencies, the professional services overview, or all industries.
Event planning questions
Straight answers for event planners.
Can you answer event inquiries fast when they come in at all hours?
Yes, and that’s where most booked events are won or lost. When a couple or corporate planner reaches out about a date, the system replies in seconds with a warm, on-brand response, asks the few questions that matter, and offers a consult slot. The inquiries that arrive at 11pm or while you’re running an event no longer sit in the inbox until you surface days later. By then the lead has often already messaged three other planners, so answering first is frequently the whole game.
Can it qualify leads by date, budget, and event type before I get on a call?
Yes. Before anything lands on your calendar, the system checks the event date against your availability, captures the budget range, the guest count, and the type of event, so the consults you take are real opportunities and not tire-kickers. Leads that aren’t a fit for your date or your minimum get a gracious response instead of a slot, and the ones who book the consult show up already briefed. You stop spending evenings on calls that were never going to turn into a signed event.
Can you follow up on proposals and contracts until they’re signed?
Yes. After a consult, the proposal and contract get a follow-up cadence that runs on its own, so an interested client who went quiet gets a timely, friendly nudge instead of slipping away to a planner who simply followed up. The system tracks who has reviewed, who has signed, and who still needs a reminder, and it hands off to you the moment a conversation needs your judgment. The deals that used to stall between proposal and signature stop falling through the cracks.
Will it work with the software my event business already uses?
In most cases, yes. We build around the tools event planners already run — HoneyBook, Dubsado, and Aisle Planner — so inquiries, proposals, contracts, and onboarding stay in one place and nothing has to be re-entered. During the free audit we confirm exactly what connects and how, before you commit to anything.
Will the automation sound robotic to my clients?
No. We tune the writing and the cadence to sound like your studio, not a generic CRM blast, and it’s built to hand off to you the moment a conversation needs a human. For couples planning the biggest day of their lives, the first reply has to feel personal and reassuring, and that’s exactly what it’s built to do. You sign off on how every message reads before it ever goes out.
How long does it take to go live, and do I own the system?
Most event planning builds go live in one to three weeks depending on scope, starting with a free 30-minute audit that maps the automations with the fastest return. And yes — you own what we build. The workflow automation is yours to keep even if you ever stop working with us; ongoing care is a choice, not a lock-in.
See what should be automated in your event business.
The free 30-minute audit gives you a custom blueprint — the specific automations that would book the most events and buy back the most of your time, with ROI estimates and a clear cost to build. No pitch, no pressure, and you walk away with the plan whether you hire us or not.
No pitch. No pressure.