The AI Sales Assistant Built for Event Planners
Event planning is a high-consideration purchase. A client planning a corporate gala, a wedding, or a fundraiser is going to meet with multiple planners before committing. The one who responds first, seems most organized, and makes the best first impression in the inquiry call earns the right to present. Everything else is about closing.
Ozzie gives you the first-impression advantage. It responds to event inquiry forms within minutes — when the prospect's excitement is highest — qualifies the event type, size, and budget, and books your discovery consultation. It follows up on proposals you've submitted. And for past clients, it runs referral and repeat-event outreach. You focus on the planning; Ozzie builds the pipeline.
The sales challenges specific to Event Planners
Inquiry response lag when you're on-site at an event
You can't answer a new client inquiry while you're coordinating a 300-person gala. Ozzie responds immediately and books the consultation.
Proposals that go quiet before a decision is made
You spent hours on a proposal deck and the client stopped responding. Ozzie follows up tactfully and learns what's blocking the decision.
Peak season inquiry volume that overwhelms your process
Q4 and spring bring a flood of event inquiries. Ozzie handles them all at scale — same speed, same quality — while you focus on executing booked events.
Past client referral opportunities going unmined
Your best clients have networks of people who need event planners. Ozzie reaches out at the right time and asks for the referral in a way that's natural, not transactional.
How Ozzie is built for Event Planners
- Fast response to event inquiry leads
- Event type, date, size, and budget qualification
- Discovery consultation booking
- Proposal follow-up calls
- Past client referral and repeat event outreach
- Seasonal capacity and availability communication
- Venue and vendor partnership referral coordination
- Human takeover for creative vision and budget negotiation conversations
Danielle W. — Signature Events Co., Charlotte, NC
Challenge: Danielle was missing event inquiries during event execution days — sometimes not following up until 48+ hours after the initial form fill. She was losing bookings to other planners who responded same-day.
Approach: Ozzie was connected to her website contact form and called every new inquiry within 20 minutes. It qualified the event details, asked about vision and budget, and booked the discovery call on her calendar.
Questions from Event Planners
Can Ozzie explain our planning process and what sets us apart?
Yes. Upload your service overview, client testimonials, and what differentiates your planning approach. Ozzie communicates that in every conversation.
How does Ozzie handle a prospect whose budget is below your minimum?
You define your budget minimums. Ozzie qualifies politely, and for below-minimum inquiries, either suggests a scaled service offering or declines graciously — never wasting your consultation time.
Can it follow up on proposals submitted weeks ago?
Yes. Give Ozzie your proposal pipeline and it follows up on every open proposal — regularly and tactfully — until you get a yes, no, or a timeline to follow up again.
What about venue or vendor partnership referrals?
Ozzie can help you nurture venue and vendor relationships too — making check-in calls, providing referral reciprocity updates, and keeping those partnerships warm.
Is it appropriate for high-end clients who expect a premium experience?
Ozzie always discloses it's an AI. For ultra-high-end clients where personal touch is paramount, you can configure it for intake and qualification only, handing off to you at the first conversation.
Never lose a booking because you were on-site at another event
Ozzie responds to every inquiry, qualifies the event, and books the consultation — so your sales pipeline keeps moving even when you're in the middle of an event.
Start free → heyozzie.ai