Most B2B event companies have clients who come back every year for the same summer party, sales kickoff or conference. The hard part is knowing when to get in touch. If you follow up too late, the client has already booked someone else. And while you’re busy delivering this month’s events, new inquiries can sit in an inbox for days. This template gives you one place to plan for both, so repeat clients and new leads get followed up on time.
2 tabs: A rebooking calendar for repeat clients and a tracker for new inquiries
5 stages: From first inquiry to booked or lost, with an owner and a next step on each one
12 months: A month-by-month view of when each client’s event is due and when to follow up
Add each repeat client, their annual event, and how far ahead they usually plan. The calendar works out when you should get in touch and highlights anyone due in the next 30 days. It also asks whether last year’s contact is still in the role, so a change doesn’t catch you out.
The inquiry tracker keeps every new lead in one list, whether it came from your website, an email, a phone call or a planner intro. Each one gets an owner and a dated next step. Once a job is booked, the tracker sets a date to follow up for next year.