
Automate a process
Turn an inquiry into a qualified, date-checked lead without a week of back-and-forth email.
- Inquiry intake — capture the event type, date, guest count, and budget range
- Package matching — explain full planning, partial, and day-of coordination and what each covers
- Venue and vendor interest — note preferred venues, must-have vendors, and style
- Consultation booking — offer discovery-call times and confirm the details
- Deposit and contract — outline the retainer and payment schedule, then send the agreement
Every inquiry is qualified, scoped, and scheduled before a planner spends an hour on it.








