The Ultimate Automation Blueprint for Event Planners

Manage corporate events and parties without the stress. Automate timeline reminders and vendor checks.

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Why 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

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