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Event Planner Guide

How to Automate Client Follow-Up Emails as a Event Planner

You promised the Greenfield Corp team a summary by noon after their retreat kickoff. It's 11:45 AM now, and you're still digging through voice memos for the ropes course budget while trying to type an email on your phone between vendor calls.

The Current Reality

The Manual Way

Transcribing call notes by hand, jumping between Gmail and Google Sheets to find numbers, and typing emails on a tiny keyboard.

25 minutes per follow-up
  1. Re-listen to the 20-minute Zoom recording just to find specific dollar amounts.
  2. Copy-paste dietary restrictions and AV needs from handwritten notes into a draft.
  3. Switch tabs to Google Sheets to check the remaining budget balance.
  4. Type out the email on mobile, often making typos because you're rushing.
  5. Attach the wrong floor plan version because files are scattered everywhere.

With Christine AI

The Christine Way

Send a quick voice note with the raw details right after the call. Christine pulls out action items, checks your sheets, and drafts a polished email for you to approve.

You

Send voice note: 'Just finished Greenfield call. They need ropes course for 45, 8 vegetarian meals, 2 projectors. Budget cap is $18K. Draft a recap email.'

Christine

Transcribes the audio, pulls the $18K limit from your tracker, and drafts the email with bullet points for dietary and AV needs.

You

Reply 'Looks good, send it.'

Christine

Sends the email via Gmail and logs 'Follow-up sent' in your CRM sheet with a timestamp.

Time Saved Per Week

4 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just got off with Morrison Foundation. They loved the tent proposal but need the cancellation policy highlighted in the contract before signing. Also, move our site visit to Friday at 3pm.
9:41 AM
Got it. I've drafted an email to the tent vendor pointing out clause 4.2 (cancellation) and attached the contract. I also sent a reschedule request to the venue for Friday at 3pm. Want me to send the email now?
9:41 AM
Yes send it. And add a reminder to bring the insurance cert on Friday.
9:42 AM
Email sent to Morrison. Reminder set for Friday 2:30pm: 'Bring Insurance Cert for site visit.' Your calendar is updated.
9:42 AM
Get Started Today

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