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.
Epic
For event planners and venues
Vendor coordinator
Confirms every vendor 2 weeks before each event: arrival time, final count, insurance and balance due.
- HoneyBook
- Gmail
- Google Sheets
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.
- Starts2 weeks before each event
- 1Read the event's vendor list and detailsHoneyBook
- 2Draft a confirmation email to each vendor
- 3Ask you first before sending the confirmationsHe asks you first
- 4Send them from your GmailGmail
- 5Log each answer and insurance form in your checklistGoogle Sheets
- 6Chase the vendors who have not answeredGmail
- 7Text you what is still missing a week out
- What you getEvery vendor confirmed on time, count and paperwork, with one checklist per event showing what is still open.
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
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.
Events and weddings
Social post maker
Turns photos from events whose clients agreed to share into Instagram and Facebook posts made in Canva.