{"id":82698,"date":"2023-02-20T08:00:00","date_gmt":"2023-02-20T16:00:00","guid":{"rendered":"https:\/\/honeybook.site.strattic.io\/?p=82698"},"modified":"2023-05-16T01:05:40","modified_gmt":"2023-05-16T08:05:40","slug":"event-planner-tools","status":"publish","type":"post","link":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/event-planner-tools","title":{"rendered":"7 types of event planner tools to run and grow a successful business"},"content":{"rendered":"\n<p class=\"has-text-align-center\"><em><em>Successful event planners have trusted tools that help them accomplish much more in less time. Here are seven essential event planner tools which event managers use to run and grow a successful event business, plus how you can use them.<\/em><\/em><\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"2000\" height=\"1548\" src=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools.jpg\" alt=\"digital event tools for independent business owners help business flow your way.\" class=\"wp-image-82708\" srcset=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools.jpg 2000w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-300x232.jpg 300w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-1024x793.jpg 1024w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-768x594.jpg 768w, https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-1536x1189.jpg 1536w\" sizes=\"(max-width: 2000px) 100vw, 2000px\" \/><\/figure>\n\n\n\n<p>Event planning is a rewarding business. When you\u2019re in event planning, you\u2019re in the business of making people happy on their special day. Seeing the joy on people\u2019s faces and experiencing the happiness of a well-done event is irreplaceable. If you\u2019ve been in event planning for any length of time, you know the downsides \u2014 long hours, sleepless nights, brain fog after a long day, and mountains of paperwork and follow-ups that never seem to let up.<\/p>\n\n\n\n<p>If you\u2019re wondering how other successful event planners manage it all without seemingly ever having a bad hair day, we\u2019re here to tell you their success doesn\u2019t have to be a secret. Successful event planners use tools. Their bullet-proof tech stack of tried-and-tested event management tools helps them get things done in minutes instead of days or weeks. &nbsp;<\/p>\n\n\n\n<p>Here are the tools you can use to build a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/build-event-planning-business\">successful event-planning business<\/a>.<\/p>\n\n\n\n<p><strong>Jump to:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#lead-management\">Lead management tools<\/a><\/li>\n\n\n\n<li><a href=\"#sales\">Sales tools&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#booking\">Booking software&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#communication\">Communication tools&nbsp;<\/a><\/li>\n\n\n\n<li><a href=\"#scheduling\">Client scheduling tools<\/a><\/li>\n\n\n\n<li><a href=\"#project\">Project management tools<\/a><\/li>\n\n\n\n<li><a href=\"#clientflow\">Clientflow management<\/a><\/li>\n<\/ul>\n\n\n\n<a id=\"lead-management\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">1. Lead management tools&nbsp;<\/h2>\n\n\n\n<p><a href=\"https:\/\/www.businessnewsdaily.com\/10648-lead-generation-small-business.html\">Lead management<\/a>&nbsp;tools help you manage your leads. On a basic level, they\u2019ll help you capture inquiries, record contact information, and respond to leads automatically. They combine the benefits of lead capture, <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/client-relationship-management\" target=\"_blank\" rel=\"noopener\" title=\"client relationship management\" data-wpil-keyword-link=\"linked\">client relationship management<\/a>, and email automation in one place.<\/p>\n\n\n\n<p>More sophisticated tools can help you expand what you can do with your leads, so you cover even more ground with automation.<\/p>\n\n\n\n<p>You don\u2019t ever want to lose out on a potential lead. Losing out is a definite possibility, though, when relying on manual methods like sticky notes or spreadsheets to track your leads. It\u2019s human nature to forget to call back or respond occasionally.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Are there tools that do more than capture leads?<\/h3>\n\n\n\n<p>HoneyBook is considered one of the <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/best-crm-for-event-planners\">best CRMs for event planners<\/a> because it actually goes above and beyond lead management.&nbsp;You can collect inquiries through your website contact form and then set up an automated email that sends to every new inquiry.<\/p>\n\n\n\n<p>You can tailor your automatic response to say that you\u2019re thankful for the inquiry and when they expect to hear back from you, and set up your lead management system for reminders so you never miss a lead again.&nbsp;<\/p>\n\n\n\n<p>Best of all, your system will save your lead\u2019s contact information. This email list can serve as a nurture list to send content to your prospects and promote any special offers or discounts you\u2019re offering throughout the year. You can also notify your contacts about major achievements and significant business updates, keeping your brand visible and top-of-mind.<\/p>\n\n\n\n<a id=\"sales\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">2. Sales tools<\/h2>\n\n\n\n<p>Successful independent event planners use robust <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/sales-tools\" target=\"_blank\" rel=\"noopener\" title=\"sales tools\" data-wpil-keyword-link=\"linked\">sales tools<\/a> to build marketing assets like pricing guides, brochures, and sales videos. Having software tools to create these assets can make it much easier to click-create-publish and then rinse-edit-repeat in your creative process.<\/p>\n\n\n\n<p>With a <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">clientflow management platform<\/a> like HoneyBook, you can build interactive client experiences with pricing guides. Your prospective client can browse your <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/pricing-guide-examples\" target=\"_blank\" rel=\"noopener\" title=\"pricing guide\" data-wpil-keyword-link=\"linked\">pricing guide<\/a>, select a service, and then pay online. Seamless experiences like this can make you an obvious choice.&nbsp;The easier it is to book, the easier it is to choose a service.<\/p>\n\n\n\n<p>Use video to showcase your events, client reviews, and testimonials, and share behind-the-scenes footage. Post your videos on social media channels like Facebook and Instagram or share via email with your contact list.&nbsp;<\/p>\n\n\n\n<a id=\"booking\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">3. Booking software&nbsp;<\/h2>\n\n\n\n<p>If you want to be taken seriously as an event manager, you must also have booking tools in place. Booking tools cover everything you need to book your clients, such as scheduling, an <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-contract\" target=\"_blank\" rel=\"noreferrer noopener\">online contract<\/a>, invoicing, and <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-payment-software\">online payment software<\/a>. Ideally, you want this stage of the clientflow process (much like other stages) to be as seamless as possible.\u00a0<\/p>\n\n\n\n<p>Software like HoneyBook takes care of all this and more. Use editable templates to create service selection brochures, invoices, and <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/event-planner-contract-template\">customized contracts<\/a>, then send these to your clients from your <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">clientflow management platform<\/a>. Manage versions, collect signatures and payments, and communicate all from one place. Use automation to guide your clients to the built-in <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/invoicing\" target=\"_blank\" rel=\"noopener\" title=\"invoicing\" data-wpil-keyword-link=\"linked\">invoicing<\/a> and scheduling options. They can pay their first installment, book a kick-off call, or schedule a check-in for later.<\/p>\n\n\n\n<p>The booking stage is one crucial aspect of your clientflow. Make booking easy for your client, and it will underline that they\u2019ve made the right choice in choosing you.&nbsp;<\/p>\n\n\n\n<a id=\"communication\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">4. Communication tools&nbsp;<\/h2>\n\n\n\n<p>You\u2019ll want reliable communication tools to communicate with your clients, not just with team members. The more collaborative you can be, the better.<\/p>\n\n\n\n<p>In addition to email, consider collaboration software to help you communicate effectively with stakeholders. Unlike email, which can be linear, collaboration software lets you organize conversations by topic, project, or client. You\u2019ll have better context when you can see the complete history of a thread in one place, and all key players can weigh in.&nbsp;<\/p>\n\n\n\n<p>You can share files, collaborate on the files, and communicate the latest version updates to team members.<\/p>\n\n\n\n<p>In addition to collaboration tools, you also want to look at video conferencing tools that help you set up video calls with team members and clients when you need to. They allow you to maintain continuity and the personal touch, which can make a huge difference in the way clients perceive and your team members see you.&nbsp;<\/p>\n\n\n\n<p>Clientflow management software like HoneyBook helps you get the best of both worlds. Collaborate with your clients and team members and take advantage of the integration with Zoom to schedule video calls when you need to.<\/p>\n\n\n\n<a id=\"scheduling\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">5. Client scheduling tools<\/h2>\n\n\n\n<p>Client scheduling tools are a must-have resource for event managers. That\u2019s because they\u2019re one of your biggest marketing assets. Think of client scheduling tools as a means to an end. According to a HoneyBook data report, meeting with your client increases your chances of securing their business by a whopping 40%.<\/p>\n\n\n\n<p>Client scheduling tools allow you to connect with prospective clients, sell your value, and leave a lasting impression. So, even if you\u2019ve not got them to book your service now, they may want to work with you in the future. They may even refer you to others in their circle.&nbsp;<\/p>\n\n\n\n<p>Most importantly, client scheduling tools help you and your client with mutual qualifications. Does your client think you\u2019re the best fit for them? Is your client a good fit for you?&nbsp;<\/p>\n\n\n\n<p>The best client scheduling tools help you:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set your availability, so there are no awkward surprises. Better still, your scheduling tool syncs with Google Calendar, so your availability is always 100% accurate.<\/li>\n\n\n\n<li>Customize your availability so you can block out complete blocks of time or days when you\u2019re not available.<\/li>\n\n\n\n<li>Share a link that a client simply has to click to book a time\/date. If your scheduling tool is app-friendly, it\u2019s easy for you to share links when you\u2019re on the go!<\/li>\n\n\n\n<li>Send automated reminders to clients so they never miss a session and can reschedule if needed.<\/li>\n\n\n\n<li>Sign in, set up, and get sorted straight away, because they\u2019re intuitive and easy to use.&nbsp;<\/li>\n<\/ul>\n\n\n\n<p>If you want to go down the route of truly impressing your clients, look for client relationship management software that provides a full suite of tools, including client scheduling, such as invoicing, lead management, and more. You\u2019ll be able to provide a more cohesive and seamless brand experience.&nbsp;<\/p>\n\n\n\n<a id=\"project\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">6. Project management tools<\/h2>\n\n\n\n<p>A project management tool can help you organize an event project&#8217;s individual elements from start to finish. There\u2019s nothing like having your run of show laid out in a crystal clear way. Break down your project into tasks, allocate them to team members, share files, communicate with your team or clients, get notifications on progress, generate reports, and so much more.&nbsp;<\/p>\n\n\n\n<p>Because most project management tools available on the market have been set up for ease of use, they can be helpful when you run multiple projects simultaneously. You can set deadlines and get notifications if you\u2019re behind on timelines. You can also set up reminders for one-time or recurring tasks to get to them before they severely impact your business.&nbsp;<\/p>\n\n\n\n<p>Event professionals can use a project and customer relationship management tool like HoneyBook to see how your business is doing at a glance, manage your time, and allocate resources as needed so you\u2019re always on top of all the tasks that need to get done. Asana and Trello are great options as well, but you can\u2019t submit an <a href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/online-invoices\">online invoice<\/a> and take payment in one fell swoop like you can in HoneyBook.<\/p>\n\n\n\n<a id=\"clientflow\"><\/a>\n\n\n\n<h2 class=\"wp-block-heading\">7. Clientflow management: Access multiple tools in one place<\/h2>\n\n\n\n<p>Why use multiple <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/event-planner-tools\" target=\"_blank\" rel=\"noopener\" title=\"event planner tools\" data-wpil-keyword-link=\"linked\">event planner tools<\/a> when you can use one? Having an arsenal of event management tools at your disposal is great, but having them all in one place is even better. You won\u2019t have to go back and forth between systems that aren\u2019t connected to one another. You\u2019ll also get the benefit of more <a class=\"wpil_keyword_link\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/competitive-pricing\" target=\"_blank\" rel=\"noopener\" title=\"competitive pricing\" data-wpil-keyword-link=\"linked\">competitive pricing<\/a>.&nbsp;<\/p>\n\n\n\n<p>HoneyBook is the leading clientflow platform for independent businesses like event planners. It lets you manage everything from capturing leads, selling your services, booking clients, and collecting feedback at the end of projects. As you&#8217;re managing your client&#8217;s events, you can also build timelines with HoneyBook and manage all your communication with them and their vendors in one place. <\/p>\n\n\n\n<div class=\"banner banner--dark banner--sparkles\">\n<div class=\"banner__text-container\">\n<h2 class=\"banner__title\">Use HoneyBook to grow your event planning business!<\/h2>\n<a class=\"banner__cta\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/software-for-event-planners\">Start free trial<\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Successful event planners have trusted tools that help them accomplish much more in less time. Here are seven essential event planner tools which event managers use to run and grow a successful event business, plus how you can use them. Event planning is a rewarding business. When you\u2019re in event planning, you\u2019re in the business [&hellip;]<\/p>\n","protected":false},"author":816,"featured_media":82708,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[20],"tags":[372,371,492],"class_list":["post-82698","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-business-best-practices","tag-booking-leads","tag-business-growth","tag-business-tools"],"acf":[],"featured_image_urls_v2":{"full":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools.jpg",2000,1548,false],"thumbnail":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-150x150.jpg",150,150,true],"medium":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-300x232.jpg",300,232,true],"medium_large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-768x594.jpg",768,594,true],"large":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-1024x793.jpg",1024,793,true],"1536x1536":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools-1536x1189.jpg",1536,1189,true],"2048x2048":["https:\/\/hbb.dev.reliablepenguin.com\/blog\/wp-content\/uploads\/2023\/02\/digitaleventtools.jpg",2000,1548,false]},"post_excerpt_stackable_v2":"<p>Successful event planners have trusted tools that help them accomplish much more in less time. Here are seven essential event planner tools which event managers use to run and grow a successful event business, plus how you can use them. Event planning is a rewarding business. When you\u2019re in event planning, you\u2019re in the business of making people happy on their special day. Seeing the joy on people\u2019s faces and experiencing the happiness of a well-done event is irreplaceable. If you\u2019ve been in event planning for any length of time, you know the downsides \u2014 long hours, sleepless nights, brain&hellip;<\/p>\n","category_list_v2":"<a href=\"https:\/\/hbb.dev.reliablepenguin.com\/blog\/category\/business-best-practices\" rel=\"category tag\">Business best practices<\/a>","author_info_v2":{"name":"Irene Lopez","url":"https:\/\/hbb.dev.reliablepenguin.com\/blog\/author\/irene-lopez"},"comments_num_v2":"0 comments","yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>7 types of event planner tools | HoneyBook<\/title>\n<meta name=\"description\" content=\"Digital tools are a necessity to run a successful event planning business. Here are 7 of the most essential event planner tools you need.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/hbbadmin.dev.reliablepenguin.com\/blog\/event-planner-tools\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"7 types of event planner tools | HoneyBook\" \/>\n<meta property=\"og:description\" content=\"Digital tools are a necessity to run a successful event planning business. 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