Event Planning Automation: Lead Follow-Up, Client Communication, and Vendor Coordination

Event planning is a relationship business buried under paperwork. Contracts unsigned, deposits unpaid, vendor confirmations unacknowledged, timeline updates unsent — all of it falling to planners who are simultaneously managing active events. Automation doesn't replace the creative work. It handles the administrative layer so planners can spend their time on what clients are actually paying for.

1. Inquiry and Proposal Follow-Up

Every inquiry is a potential booking. Most planners respond when they come up for air from an active event — hours later, sometimes the next day. By then, the couple has already talked to someone else.

An automated inquiry sequence triggers the moment a form hits HoneyBook or Dubsado, sends a portfolio link and discovery call booking link within seconds, and follows up until a response or booking comes in.

2. Contract and Deposit Reminder Sequence

A signed proposal isn't a booking. A booking is a signed contract and a paid deposit. Most planners have proposals sitting unsigned for weeks because they didn't want to seem pushy. The automated sequence handles the follow-up — it's the system reaching out, not the planner chasing someone down.

Once a proposal is signed, the contract goes out via DocuSign and reminders start. If it sits unsigned for 48 hours, a gentle nudge fires. Once it's signed, the deposit invoice is issued, and payment reminders run at 7, 14, and 21 days if unpaid.

3. Vendor and Timeline Coordination

Vendor coordination is operationally fragile. A missed confirmation, a wrong call time, one overlooked venue restriction — any of them can unravel a day that took 12 months to build. Most planners handle vendors through a mix of email, texts, and memory.

Automated vendor coordination sends individualized messages at 30, 14, and 7 days before the event: "Confirming your services for [event] on [date] at [venue]. Call time: [time]. Contact: [planner number]." Each message includes a confirmation request, and the system tracks who's responded and who's gone silent — giving you time to fix gaps before day-of.

4. Post-Event Review and Referral Request

The window for a review request is 3–7 days after the event. The emotion is still there, the gratitude is real, and the client hasn't yet moved on. Most planners either never ask, or ask three weeks later when the feeling has faded.

Five days out, the automation sends a personal message: "We hope [event type] was everything you dreamed of. If you loved working with us, a review helps other couples and families find us: [Google link]. And if you know anyone planning an event, we'd be honored to help." It goes out automatically, for every event, without the planner having to remember.

Full Technology Stack

These are the tools we wire together in event planning builds. Every project starts with what you already have — we only add what fills a real gap.

Frequently Asked Questions