About this template

Event Planning Customer Success CRM Template helps teams deliver consistent client experiences. Track renewals, manage follow-ups, and surface at-risk accounts early. Dashboards highlight satisfaction trends so managers can intervene before churn happens.

What’s included

Boards

Accounts Board - This board helps Customer Success Managers in the event planning industry to manage and organize client accounts efficiently. By tracking key details such as company name, domain, industry, number of employees, headquarters location, and company profile, the board provides a comprehensive overview of each account. The integration of contacts and deals ensures seamless coordination and follow-up with clients, facilitating better relationship management and business development.
Leads Board - Designed to streamline lead management, this board allows Customer Success Managers to track lead status and interactions. Columns like name, status, company, title, email, phone, and last interaction date enable quick access to essential lead information, fostering timely communication and follow-ups. The 'Create a contact' button simplifies the process of converting leads into contacts, ensuring no potential client is overlooked.
Contacts Board - This board is crucial for maintaining detailed records of all client contacts. With columns for name, email, phone, title, type, priority, company, and comments, Customer Success Managers can easily manage and prioritize client relationships. The integration with accounts and deals ensures that all contact interactions are logged and accessible, promoting effective communication and personalized service.
Deals Board - This board is indispensable for tracking and managing event bookings and sales deals. Columns for deal name, stage, owner, deal value, expected close date, close probability, and forecast value provide a clear picture of the sales pipeline. The integration with contacts and accounts ensures all deal-related activities are coordinated, helping Customer Success Managers close deals efficiently and forecast revenue accurately.
Events Board - This board helps organize and track event details, ensuring successful event planning and execution. Columns for event name, date, location, status, budget, assigned team, and description provide a comprehensive overview of each event, allowing Customer Success Managers to manage logistics, resources, and timelines effectively.
Bookings Board - This board simplifies the management of event bookings by tracking essential details like booking name, date, client, venue, status, cost, and notes. Customer Success Managers can use this board to ensure all bookings are confirmed, documented, and aligned with client expectations, facilitating smooth event planning and execution.

Dashboards & Reports

Annual Target - Helps Customer Success Managers in event planning track their yearly performance against set KPIs, including total revenue, number of events planned, and client retention rates.
Monthly Target - Allows tracking of monthly goals, ensuring short-term objectives are aligned with annual targets. Key for monitoring event bookings, client engagements, and monthly revenue.
Average Deal Value - Provides insights into the average revenue per event, helping managers identify high-value clients and opportunities for upselling additional services.
Active deals - Forecasted Revenue - Offers a projected revenue outlook based on active deals, essential for financial planning and resource allocation in upcoming events.
Deal status distribution - Visualizes the stages of current deals, assisting in pinpointing bottlenecks in the sales process and optimizing the client journey from initial contact to event completion.
Actual Revenue by Month (Deals won) - Tracks realized revenue on a monthly basis, aiding in financial performance analysis and helping to identify peak booking periods.
Pipeline conversion - Measures the effectiveness of the sales funnel, revealing conversion rates at different stages, crucial for refining sales strategies and improving client acquisition.
Activity tracker - Monitors all client interactions and activities, ensuring follow-ups are timely and enhancing overall client satisfaction and retention.
Forecasted Revenue by month - Provides a month-by-month revenue projection based on current deals, helping in budget planning and forecasting for upcoming events.
Forecasted Revenue by Stage - Breaks down projected revenue by deal stages, offering a clear picture of potential income at each step of the client journey.
Deals Stages by Rep - Tracks performance of individual sales reps, facilitating targeted coaching and recognizing top performers within the event planning team.
Deal Progress based on Month Added - Analyzes the progress of deals based on the month they were initiated, helping to identify trends and optimize sales cycles for event planning services.

Automations

When new email arrives → Notify item subscribers with a message - Ensures timely communication and follow-up with clients, enhancing responsiveness and customer satisfaction.
When an email is opened → Notify item subscribers with a message - Alerts the team when a client engages with outreach efforts, enabling prompt follow-up and engagement strategies.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlines the contact management process, ensuring all new client details are organized and easily accessible for future interactions.
When an lead is created → Set its status to "New Lead" - Automatically categorizes new leads, facilitating immediate attention and prioritization for potential event bookings.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeps track of the most recent client interactions, ensuring up-to-date records and aiding in maintaining strong client relationships.

Frequently asked questions

How can this CRM template help me manage client feedback for multiple events?

This CRM template allows you to track and organize client feedback efficiently across multiple events. You can categorize feedback, assign follow-up tasks to team members, and ensure all client concerns are addressed promptly.

Can I use this CRM to coordinate with vendors and suppliers for event planning?

Yes, the template includes features to manage vendor and supplier information, schedule deliveries, and track communications, ensuring all logistical aspects of your events are handled seamlessly.

How does this CRM assist in tracking event schedules and timelines?

The CRM template includes detailed scheduling tools that allow you to create and manage event timelines, assign tasks to team members, and set reminders for important deadlines, ensuring all events run smoothly.

Can this template help me in managing client contracts and agreements?

Absolutely. This CRM template has dedicated sections for storing and organizing client contracts, agreements, and other important documents, making it easy to access and manage all contractual obligations.

How can I track client engagement and satisfaction using this CRM?

The template includes features to monitor client interactions, record meeting notes, and track satisfaction levels through feedback forms and surveys, helping you maintain high levels of client engagement and satisfaction.

Is it possible to manage event budgets and expenses with this CRM template?

Yes, this CRM template allows you to track event budgets and expenses, helping you manage financials effectively and ensure that all events stay within budget.

How does this CRM help in enhancing overall client satisfaction in event planning?

By providing tools to manage client communications, track feedback, coordinate with vendors, and ensure timely execution of tasks, this CRM template helps you deliver exceptional service and enhance overall client satisfaction.

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