Event Agency Founders

Pull every lead inquiry from Gmail received in the last 7 days, log each into HubSpot with event date, budget, and venue preference, and draft a first-response email for each in my agency voice — including a date availability check from Google Calendar.

Find every open proposal in HubSpot that hasn't had client activity in more than 14 days, check the event date urgency, and draft a personalized follow-up for each — referencing the specific vision from the discovery call to restart the conversation.

Build this week's vendor coordination digest — scan Gmail for every outstanding quote request, COI needed, and contract not yet signed across all active events in Asana, group by event and urgency, and draft a follow-up email for each vendor who hasn't responded in 5 days.

Pull all Brex expenses for the top 3 active events, compare against the budget allocated in Asana, and flag any category that's more than 10% over budget — draft a client notification for any overage that requires approval before I proceed.

Create a day-of run sheet for the Harrison wedding on Saturday — pull vendor arrival times, venue contacts, and ceremony order from the Asana event record, format it as a clean timeline, and send the final version to the client and all confirmed vendors via Gmail.

Search my Gmail inbox and Slack for any attendee RSVPs, dietary restrictions, or accessibility requests that came in this week but haven't been logged in Asana — create a task for each and update the event headcount in HubSpot.

Build a post-event follow-up sequence in Mailchimp for the corporate clients I worked with this quarter — pull event details from HubSpot, draft a thank-you email with a testimonial request, and schedule a 30-day check-in for new event inquiries.

Pull my HubSpot pipeline and calculate projected revenue for the next 90 days by event type (corporate vs social vs wedding), compare against my monthly run-rate target, and flag if I need to increase lead volume from any specific category.