A proposal sent last week is still not a booked event
Puffly keeps your inquiries, proposals, and repeat corporate clients in one pipeline. Puff points out who to nudge next. Free to start.
Where event planning business leads come from
Venue and vendor referrals
Venue managers, caterers, and DJs send you clients who need someone to run the day. Those referrals are strong, but only if you answer quickly.
Pinterest and Instagram portfolio
Someone saves your birthday or shower setup and sends an inquiry with a vague date and a big idea. They need help narrowing it down.
Corporate office managers
An office manager who inherited the holiday party or the annual client dinner. They compare a few planners and want a clear proposal.
Repeat clients and their networks
The fundraiser committee chair or last year's quinceañera family. They often book you again, or pass your name to a friend planning something.
What slow follow up costs a event planning business
Clients planning an event often talk to a few planners and pick the one who feels most organized. A discovery call with no follow up leaves that impression in reverse. Popular venue dates fill up, so a hesitant client who waits may lose the date and the plan changes.
A pipeline that fits a event planning business
Puffly’s pipeline is yours to name. Here is one way a event planning business could lay it out.
- InquirySomeone asked about an event, a date, and a rough guest count.
- Discovery callYou talked through vision, budget range, and who else is deciding.
- Proposal sentThe client has your scope of services and pricing and is comparing.
- Deposit and planningThe agreement is signed and you are booking vendors and building the timeline.
- Event week and wrap-upFinal headcount, run-of-show, the day itself, and then the thank you and review ask.
Follow up moments worth a reminder
Office manager got your holiday party proposal eight days ago
"Hi Brenda, checking in on the holiday party proposal. Venue holds tend to go fast in December. Want me to pencil in a hold while you talk it over?"
Birthday client had a discovery call, then went silent for a week
"Hi Carla, I keep thinking about your garden party idea! Want me to send a rough budget breakdown so you can see how it might come together?"
Last year's fundraiser client, and the event is due again in a few months
"Hi Robert, it's been a year since the gala. Are you doing it again this spring? I'd love to start early on venues."
Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.
The shape of the year
Late summer and early fall bring corporate holiday party inquiries, and spring is big for showers, graduations, and fundraisers. January is a good month to reach out to past clients about annual events, since many plan a year ahead. In your slower weeks, follow up on quiet proposals and ask happy clients for referrals.
Questions from event planners
Many of my events have several decision-makers. How do I track them?
Use contacts for each person and a company for the group or business. You can keep the planning committee, the parents, and the assistant together on the same deal.
Can Puffly send proposals?
Puffly includes quotes, so you can put a price in front of a client and track where it stands. Keep your full proposal deck if you like, and use Puffly to know who needs a nudge.
Does it manage the day-of timeline?
No. Puffly is for inquiries, follow up, and tracking who is where in your pipeline. Keep using your own tools for run-of-show and vendor scheduling.
Puffly for related trades
Start with the free CRM.
Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.
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