Solutions

Event Planning

Stay calm under pressure and deliver successful events to your clients. It’s all possible when your work is clearly organized and you can keep up with everything going on. Jump-start your setup with templates to keep your events on track and your clients happy!

Event Planning

templates

Contact Tracking

Track any and all information on your clients, leads, vendors, and venues.

Event

Any time you have a new event, import this template. You make sure all the bases get covered, and your clients have a transparent view into the planning process.

Company Resource Center

A central repository for employees to view company documentation, training, forms and compliance.

Workflow Checklists

Create standard operating procedures and checklists for processes you repeat often. Update them here and make a copy to use whenever it’s time to perform the actual work.

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