CX · Customer experience
The moments clients feel.
The moments a event planner client feels looked after. Keep these with people, and let an agent prepare, remind and follow up.
Business type · Events & Entertainment
AI agents for Event Planners
What should stay human at a event planner, what an agent can take on, and the roles that make it run.
How the work splits.
SX · Staff experience
People not buried in admin.
Less admin for the people who work at a event planner, so they can stay present in the work that needs them.
BX · Business experience
A healthier business.
Leads, bookings and the numbers behind a event planner. Agents can surface the gaps; the owner still decides.
Main roles
The people a event planner usually employs. Each card is written for this business, then links out to the full role page.
Role
Event Coordinator
Plans event timelines, manages vendors, confirms run sheets, and coordinates setup, service, and pack down on the day.
Role
Sales Representative
Responds to enquiries, prepares proposals, follows up leads, and closes bookings for corporate and private events.
Role
Administrative Assistant
Handles contracts, calendars, invoices, guest lists, and supplier paperwork for upcoming events and client meetings.
Role
Owner-Operator
Runs the Event Planner, handles customers, scheduling, staffing, and the day to day decisions that keep the business moving.
Freelancers & agencies you might hire
Specialists a event planner often brings in. These sit in the same roles database, with a short note written for this business.
Freelancer
Freelance Photographer
Captures styled event photos for client galleries, social media, and portfolio use after each job.
Freelancer
Freelance Graphic Designer
Designs proposals, signage, invitations, and branded materials tailored to each event or campaign.
Agency
PR Agency
Helps secure media coverage, partnerships, and publicity for major public events or brand activations.
Freelancer
Freelance Bookkeeper
Keeps accounts current, reconciles transactions, prepares BAS or tax information, and tidies invoicing for the owner.
Want this set up for you?
If you would like someone to build these flows for a event planner, tell us a little and we can match you with an agency. We don’t list agencies on this site.
Related
Other business types in Events & Entertainment.