Events are won by the fastest, clearest reply and delivered by the best-coordinated team. Both are office problems before they are hospitality problems.
Enquiries answered first
A couple or a corporate planner emails five venues on a Sunday night. The first clear reply with availability usually wins.
Enquiries from the website, listing sites and email get an immediate, accurate reply with availability for their date, and a tour or tasting booked. Follow-ups continue until they book or say no, and every lead is in your CRM with its source.
Website forms, The Knot, WeddingWire and similar listings, your booking system, HubSpot or your CRM, calendarProposals, contracts and deposits
Every proposal is rebuilt from the last one. Contracts are sent, lost, re-sent; deposits are chased by hand.
Proposals assemble from your packages and the enquiry details for you to adjust; contracts go out for e-signature; deposits and balance payments are requested and matched on the schedule in the contract.
Your templates, e-signature, Stripe or Square, QuickBooks OnlineStaffing and vendor coordination
The run sheet is a shared doc, the staff schedule is a group text, and the florist's arrival time is in someone's head.
Each event has one timeline that staff and vendors see on their phones: arrival times, roles, contacts, changes. Confirmations are requested and tracked automatically; last-minute changes reach everyone at once.
SMS, email, your scheduling tool, shared calendarsAfter the event: feedback, reviews and the books
Thank-yous, review requests and final invoices happen when someone remembers, which is after the next event.
The day after, guests get a thank-you and a review request in your voice, the final invoice and gratuities post to QuickBooks, and the event's margin lands on your weekly report.
Google Business Profile, email, QuickBooks