The Ultimate Automation Blueprint for Event Planners
Manage corporate events and parties without the stress. Automate timeline reminders and vendor checks.
Start Free TrialWhy Generic CRMs Fail for Event Planners
Vendor Herding
Chasing 10 different vendors for insurance/arrival times.
Client Anxiety
Clients texting at 11pm panicking about napkins.
Payment Milestones
Forgetting to invoice the 50% balance.
AI Secret Weapon
Don't Just "Follow Up". Use This AI Agent.
Most event planners businesses lose leads because they can't answer the phone 24/7. Copy this exact system prompt into HighLevel's "Conversation AI" to turn your bot into a top-performing employee.
Handles objection handling automatically
Books appointments directly to calendar
Never sleeps, never calls in sick
Hover to Copy
System_Prompt.txt
# Role
Event Assistant
# Objective
Collect mood board / initial vision from client.
# Script & Instructions
1. "I'm setting up your file now." 2. "Do you have a Pinterest board or color palette in mind?" 3. "Are we going for Formal, BoHo, or Modern Industrial?" 4. Log preferences for the main planner. Tone: Enthusiastic, organized, visual.
Optimized for GPT-4o & HighLevel
