Part of our Sales agents
AI agents for sales teams in event planning
Actionist is an AI automation tool whose agents operate the apps your event sales team already uses, from scoring RFPs by hand, to an agent triaging every enquiry and drafting the proposal before the client shops around.
Event sales teams get back the hours lost to RFP triage, hold chasing, and proposal drafting.
AI Employees for Event Planning Sales in 4 simple steps
Manual Time
We'll go over where you currently waste your time doing manual tasks.
Actionist Automations
We'll show you exactly how Actionist can automate these manual tasks.
Your Benefits
How much time and money you'll save by onboarding AI agents.
Easy to use
We'll show you how easy it is to enable AI across your business.
Where you spend your time
We know how your week actually goes
- Every RFP scored and answered fastNew enquiries are checked against your date, budget, and headcount rules and get a first reply within about a minute.
- Venue holds chased before they lapseEvery tentative hold's expiry is tracked, so the follow-up goes out before the venue releases the date.
- Proposals move without a backlogVenue options, budget, and run-of-show assemble into a proposal, and a signed one moves into a contract.
- Sponsorship deals stay off the spreadsheetSponsor prospects, pricing, and stage are tracked so a signed package hands off to marketing with no gap.
- Quiet leads get a nudge before it's too lateA proposal gone quiet for a few days gets a follow-up drafted for you, before the client books elsewhere.
- Built around your sales stackThese are examples of what an event sales agent can do. Build a custom agent for whatever your team repeats.
And hundreds of other tasks you do manually..
An agent can take a lot off your team's plate. Take a look below to see the time and cost you could save by adding AI agents to your Event Planning Sales team's day.
Where the hours go
RFPs pile up in the inbox between site visits and client calls, and the studio that replies first with a real proposal usually wins the brief, but scoring every enquiry against your date, budget, and headcount by hand is the first thing that slips.
An agent reads each new RFP within about a minute, checks it against your criteria, and drafts a first reply for approval, so speed to enquiry stops depending on who is free that afternoon.
A venue hold sits in someone's notebook with an expiry date nobody is watching, and the first anyone hears about it is the venue calling to say another client wants the date.
An agent tracks every hold's expiry and sends the extension or confirmation request before the date lapses, so a forgotten follow-up never costs a booking.
Building a proposal means pulling venue quotes, a rough budget, and a run-of-show outline from three different places and typing it into a document from scratch, every single time.
An agent assembles the venue options, a first-pass budget, and the run-of-show outline into a proposal document ready for review, so drafting starts from something, not a blank page.
A sponsorship prospect goes quiet after the first call and nobody circles back until the event is two months out, by which point the best packages are already gone.
An agent tracks every sponsorship prospect's stage and drafts the follow-up the moment a deal has gone quiet, so a warm sponsor lead never just goes cold.
Actionist Will Automate
What one automation looks like
A week with your Event Planning Sales agents
Some of the apps for your Event Planning Sales team
Some of the event sales apps your agent operates for you. Hundreds more are in the Actionist App Store.
Your Agent wakes up Automatically whenever something happens
Your agents watch the apps you already use and act the moment something happens, usually within about a minute, handle it based on your instructions, 24/7.
When a new RFP lands, the agent checks it against your qualification rules within about a minute, logs it to the pipeline with a score, and drafts a first reply with a venue shortlist, ready for you to approve and send.
Use cases for this team
Your benefits
Where the time goes back
What you do manually today
What your agent runs for you
- Sales180 min / weekScoring every RFP against date, budget, and headcount
Someone opens each enquiry, checks it against the venue calendar and minimum spend by hand, and decides whether it is worth a reply, often hours after it landed.
Sales Agent0 minAgent scores it and drafts a reply within about a minuteAn agent checks every new RFP against your criteria and drafts a first reply within about a minute, queued for your approval before you have even seen the enquiry.
- Sales90 min / weekChasing venue holds before they lapse
Someone keeps hold expiry dates in a notebook or their memory, and the first sign a date slipped is the venue calling to say another client wants it.
Sales Agent0 minAgent tracks every hold and drafts the chase in timeAn agent tracks every hold's expiry and drafts an extension or confirmation request before the deadline, so a date never quietly goes to someone else.
- Sales150 min / weekAssembling a proposal from scratch for every RFP
Someone pulls venue quotes, builds a budget, and drafts a run-of-show outline into a document by hand, starting from a blank page every single time.
Sales Agent0 minAgent assembles the draft from confirmed dataAn agent pulls the venue options, a first-pass budget, and the run-of-show outline into the branded proposal template, ready for your review instead of a blank page.
- Sales70 min / weekTracking sponsorship prospects by stage
Someone updates a spreadsheet after a call if they remember to, so it is never clear which sponsor prospects are actually close to signing without checking three separate email threads.
Sales Agent0 minAgent keeps every sponsor prospect's stage currentAn agent updates the sponsor pipeline stage after every call and email, so the sponsorship forecast reflects where deals really stand, not the last update someone remembered to make.
- Sales60 min / weekFollowing up a proposal that has gone quiet
Someone has to remember which proposals went unanswered and manually draft a check-in, which usually happens well after the client has already booked somewhere else.
Sales Agent0 minAgent flags it and drafts the follow-up for youAn agent watches every sent proposal and drafts a check-in referencing the exact date and details the moment it has gone quiet for a few days, before the date is lost.
What that's worth
Calculate what your team saves
Based on typical team usage: the visible tasks plus a few other automations the agent runs: ~7 hrs / person / week of admin work automated.
How easy it is to use
We'll do all the heavy lifting for you.
From entering your website address to having a working AI team, no effort from you.
- Step 1
Enter your website
- We'll research your business
- Automatically configure everything for you
- Step 2
Actionist Auto
Optional- Watches you work
- Creates your agents, workflows and schedules
- Step 3
Marketplace
- Hundreds of apps, plus agents and workflows
- Pre-configured by other users
- Step 4
Invite your team
- We'll automatically onboard them too
- Focus on the things that matter
Enter your website URL for a personalised demo
See exactly what Actionist would automate for your business.
You stay in control
An agent touching RFPs, venue relationships, and signed contracts only earns its place if you stay in control of what goes out. Actionist is built so every client and venue message waits for you, and every deal record stays exactly as accurate as what you approved.
A proposal reply, a hold extension request, or a follow-up to a quiet lead is drafted and queued for your sign-off. Nothing reaches a client or a venue on its own unless you widen that autonomy yourself.
Every converted contract and sponsorship agreement is drafted for your review before it goes out for signature, so the first thing a client or sponsor sees from Actionist has already been checked by you.
Every stage update, hold chased, and forecast figure is logged with a timestamp, so you can see exactly what changed, when, and why the pipeline looks the way it does.
RFP details, deal terms, and signed contracts are encrypted and never used to train any model. Self-host on a VPS if your studio needs everything on its own infrastructure.
More Event Planning teams
More use cases for Event Planning Sales teams
Frequently asked questions
Does my event sales team need to be technical to use this?
How do I get started with a sales agent for my event studio?
How do I make a customised AI agent for the way our studio actually sells?
How quickly can I set an event sales agent up?
Where does our RFP, client, and contract data live, and is it used to train AI models?
We run our booking through a venue portal and a CRM with no public API. Will it still work?
Will it email a client, a venue, or a sponsor without me seeing it first?
Is this replacing event sales reps or planners?
RFPs land on weekends and evenings when nobody is checking the inbox, what happens then?
See an agent score an RFP and draft the proposal
Book a free demo and watch an Actionist agent read a new RFP, check it against your date and budget rules, chase a venue hold, and draft the proposal, end to end.
24/7 operation requires a hosted cloud runtime or your own server, included with eligible plans.