Operational Excellence
Streamline your workflow from booking to follow-up
Systems Create Success
Having reliable processes means less stress, fewer mistakes, and happier clients. Build systems that let you focus on what you do best.
1. When You Get a Booking
Start every event on the right foot with a clear confirmation process.
Booking Confirmation Checklist
- Send confirmation message with all details
- Block the date on all your calendars
- Add to your planning/prep schedule
- Note any special requests or requirements
- Schedule staff if needed
2. Pre-Event Preparation
The week before your event is critical. Use this timeline to stay on track.
1 Week Before
- • Review event details and special requests
- • Confirm with host – any changes?
- • Order supplies and inventory
- • Confirm staff availability
2-3 Days Before
- • Final supply check
- • Prep what you can ahead of time
- • Confirm venue address and access
- • Check weather forecast
Day Before
- • Load equipment and supplies
- • Review timeline and logistics
- • Charge devices, check equipment
- • Get a good night's sleep!
3. Day of Event
Event Day Workflow
- Arrive early – At least 30-60 minutes before setup time
- Introduce yourself – Connect with the host and venue contact
- Document your setup – Take photos for your portfolio
- Check in with host – Confirm everything looks good
- Clean up thoroughly – Leave the space better than you found it
Pro tip: Create a packing checklist specific to your service. Check it every time – even experienced providers forget things!
4. Post-Event Follow-Up
After Every Event
- Send thank-you message within 24 hours
- Submit final charges if applicable
- Request a review (1-2 days after)
- Add photos to your portfolio
- Note any lessons learned for next time
Download Your Category Manual
Get detailed operational guidance specific to your provider type.
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