Stop running events on adrenaline.
Start running a real production business.
We work with event planners and production companies doing $500K-$5M in annual revenue. Our 12-month engagement gets you to disciplined deposit collection, vendor coordination systems, and 25%+ project margins - so peak season doesn't burn you out and slow months don't kill cash flow.
8 patterns we see in >70% of event planners & production companies
Feast-or-famine cash flow (Q4 weddings carry the year)
Root cause: Single-channel revenue. 60-70% of annual revenue from May-October. Slow months are net-loss months.
What we do: Diversify revenue streams: corporate events, non-profit galas, holiday parties, milestone celebrations. Target 35-40% non-wedding revenue within 18 months.
Inconsistent deposit collection (clients negotiating terms)
Root cause: No documented payment policy. Owner caves on deposit terms to win the booking. Cash flow suffers.
What we do: Standardized 50% deposit at signing / 25% at 90 days / 25% at 30 days policy in HoneyBook contracts. Non-negotiable. Lose the 5% who push back - you don't want them anyway.
Vendor coordination eats 40% of owner's time
Root cause: Every event coordinated via text/email chains with 8-15 vendors. Knowledge lives in owner's head.
What we do: Aisle Planner or HoneyBook vendor portals. Standardized vendor onboarding kit. Master vendor checklist per event type. Owner time drops to 15-20% on coordination.
Scope creep destroying project margins
Root cause: Clients adding requests week-of with no change order discipline. Owner-planner absorbs the cost.
What we do: Change order discipline: any addition after the 60-day mark is a paid change order. Documented in HoneyBook. Average margin recovery: 6-10 points.
No B2B corporate event pipeline
Root cause: 100% B2C wedding/social event focus. Misses the $25K-$100K corporate transactions.
What we do: Build B2B sales motion: LinkedIn outreach to local marketing directors, partnerships with corporate caterers, annual holiday party packages. Target 5-8 corporate accounts within 12 months.
Average event value plateaued at $15K-$25K
Root cause: Generalist positioning. Compete on price against 30 other planners in market.
What we do: Niche down (luxury weddings $75K+, corporate galas, destination weddings, multicultural celebrations). Build portfolio in chosen niche. Average event value 2-3x in 18 months.
Coordinator/assistant turnover at 70%+ annually
Root cause: Below-market pay, weekend-heavy schedule, no career path, burnout from peak season.
What we do: Tiered compensation: salary + per-event bonus + peak season hazard pay. Defined path: Coordinator → Lead Planner → Director. Comp/PTO scheduled to balance peak/off-season.
No CRM, deals tracked in Google Sheets
Root cause: HoneyBook used for contracts/payments only. Pipeline visibility is owner's memory.
What we do: Full HoneyBook or Dubsado deployment: lead capture, pipeline stages, automated follow-up, payment tracking. Conversion lifts from 20% to 35%+.
The numbers we hit
| KPI | Market avg | Plan B target | After 12 mo |
|---|---|---|---|
| Project margin (net of all costs) | 12-18% | 28-35% | 22-32% |
| Average event value | $15K-$25K | $40K-$80K | $28K-$65K |
| % revenue from corporate/B2B events | 5-15% | 30-40% | 20-35% |
| Deposit collected at signing | 20-30% | 50% | 45-55% |
| Lead-to-booking conversion | 15-25% | 35%+ | 28-38% |
| Owner weekly hours during peak season | 60-75 | <50 | 45-55 |
| Repeat/referral client rate (annual) | 20-30% | 50%+ | 38-52% |
What working with us looks like
- 01
Month 1: Event portfolio + financial audit
We pull 24 months of event P&Ls. Every event's quote-to-actual margin, vendor cost analysis, owner time allocation. We identify the 1-2 highest-leverage actions for your specific business.
- 02
Months 2-3: Deposit discipline + HoneyBook overhaul
We rebuild contracts with 50/25/25 deposit structure. HoneyBook fully deployed with pipeline stages, automated workflows, vendor portals. Change order policy enforced from day one.
- 03
Months 4-6: B2B pipeline + niche positioning
Corporate event sales motion launches. LinkedIn outreach cadence operational. Niche positioning defined (luxury, corporate, destination, or cultural). Portfolio rebuilt to match niche.
- 04
Months 7-12: Team systems + freedom
Coordinator tier structure deployed. Project margin dashboards visible weekly. Owner time during peak season drops 25%+. Recurring corporate accounts at 30%+ of revenue. We shift to quarterly cadence.
Common questions from event planners & production companies owners
What size event business is this for?−
Wedding planners, corporate event producers, or both?+
HoneyBook vs Aisle Planner vs Dubsado - which do you recommend?+
Our clients negotiate every deposit term. Can we really hold 50%?+
What about destination weddings and travel logistics?+
Will you help with hiring lead planners?+
What about non-profit galas - different economics?+
Who does the work?+
What's your fee structure?+
Stop running on adrenaline. Build a real production business.
30-minute strategy call. We'll diagnose your top 2 levers and tell you if we're a fit. No pitch. No pressure.