Events and weddings
Payment reminder rep
Sends a friendly HoneyBook reminder before each installment is due, and a firmer one when it is late.
Common
For event planners and venues
Proposal follow-up rep
Follows up on HoneyBook proposals that are not signed yet, in your voice, until the client books or says no.
- HoneyBook
- Google Calendar
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery weekday at 9:00
- 1Find proposals sent 3 or more days ago and not signedHoneyBook
- 2See who opened theirs and who has notHoneyBook
- 3Check if anyone else asked for the same dateGoogle Calendar
- 4Draft a short follow-up in your voice
- 5Ask you first before sending the follow-upsHe asks you first
- 6Send them from HoneyBookHoneyBook
- 7Text you who signed, who paid the retainer and who is quiet
- What you getNo proposal left hanging, and a daily note on who signed, who paid the retainer and who went quiet.
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
Vendor coordinator
Confirms every vendor 2 weeks before each event: arrival time, final count, insurance and balance due.
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.