Events and weddings
Vendor coordinator
Confirms every vendor 2 weeks before each event: arrival time, final count, insurance and balance due.
Common
For event planners and venues
Payment reminder rep
Sends a friendly HoneyBook reminder before each installment is due, and a firmer one when it is late.
- HoneyBook
- Gmail
A replay with a made-up business and made-up data, so you can see each step.
How he does it
6 steps, the same way every time, and one place where he asks you first.
- StartsEvery Monday and Thursday at 9:00
- 1Find installments due in 7 days or past dueHoneyBook
- 2Check each client's event date and what they have paidHoneyBook
- 3Draft a friendly note, or a firmer one if it is late
- 4Ask you first before sending the remindersHe asks you first
- 5Send them from HoneyBook with the pay linkHoneyBook
- 6Text you who paid and what is still owed
- What you getEvery installment reminded on time in your voice, and one list of what is still owed before each event.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for event planners and venues
Events and weddings
Day-of timeline builder
Builds each event's day-of timeline from the client's answers and vendor times, and shares it once you OK it.
Events and weddings
Attendee inbox rep
Answers ticket buyers' questions in your voice and sends attendees the know-before-you-go email on Eventbrite.
Events and weddings
Review request rep
Asks every client for a Google and The Knot review after their event, with nothing offered in return.