About this template

Event Planning CRM Template for Account Executives helps teams stay organized and efficient. Track tasks, manage communications, and surface key insights to keep projects and clients on track.

What’s included

Boards

Accounts Board - The Accounts board is designed to help account executives manage all their client details in one place. It includes columns for essential information such as company name, domain, industry, and headquarters location, allowing for easy access and organization. Additionally, it tracks contacts and deals associated with each account, streamlining the workflow and ensuring that all relevant data is linked together. This helps in understanding client profiles and managing relationships effectively.
Leads Board - The Leads board focuses on tracking potential clients and their status in the sales funnel. With columns for contact information, company details, and last interaction date, account executives can monitor the progress of each lead, initiate contact, and follow up appropriately. The 'Create a contact' button simplifies adding new contacts, ensuring that no lead is overlooked, and helps in maintaining a consistent outreach strategy.
Contacts Board - The Contacts board is central to managing individual relationships within accounts. It includes columns for contact details, company affiliation, deal value, priority status, and comments, enabling account executives to keep detailed records of interactions and prioritize efforts based on the importance and value of each contact. This board ensures that all communication history and notes are easily accessible, enhancing customer relationship management.
Deals Board - The Deals board is crucial for tracking sales opportunities and their progression through different stages. It includes columns for deal value, stage, owner, expected close date, and close probability, helping account executives forecast revenue and prioritize high-value deals. The board's integration with accounts and contacts ensures that all stakeholders are informed and involved, fostering a collaborative approach to closing deals.
Client Projects Board - The Client Projects board helps account executives manage ongoing projects for their clients. It includes columns for project name, owner, priority, status, and associated deals, contacts, and accounts. This board ensures that all project-related information is organized and accessible, allowing for efficient tracking of progress and coordination among team members. It helps in delivering projects on time and within budget, meeting client expectations.
Activities Board - The Activities board is designed to schedule and track various tasks and activities related to client management. It includes columns for activity type, owner, start and end time, and related items, ensuring that all activities are planned and monitored effectively. This board helps account executives stay on top of their responsibilities, ensuring timely follow-ups and completion of tasks.
Events Board - The Events board is essential for managing event planning details, including event name, date, location, client, budget, and status. It helps account executives coordinate all aspects of event planning, from logistics to client communication, ensuring that events are executed flawlessly. The notes column allows for detailed planning and tracking, making sure that all critical details are documented and accessible.

Dashboards & Reports

Annual Target - This dashboard helps event planning account executives track their progress towards yearly revenue goals. It provides insights into long-term performance, helping to identify trends and areas for improvement.
Monthly Target - By showing monthly revenue targets, this dashboard allows account executives to measure short-term performance, ensuring they stay on track to meet their annual goals.
Average Deal Value - Understanding the average value of deals helps account executives focus on high-value clients and events, optimizing their efforts and maximizing revenue.
Active deals - Forecasted Revenue - This dashboard forecasts revenue from active deals, enabling account executives to plan resources and manage client expectations effectively.
Deal status distribution - Visualizing the status of all deals helps account executives identify bottlenecks in the sales process and develop strategies to move deals forward.
Actual Revenue by Month (Deals won) - Tracking monthly revenue from won deals provides a clear picture of success and helps in forecasting future performance.
Pipeline conversion - This dashboard shows conversion rates at different stages of the pipeline, highlighting areas where improvements can be made to increase overall deal closure rates.
Activity tracker - Monitoring activities such as calls and emails ensures account executives are engaging consistently with clients, which is crucial for nurturing relationships and closing deals.
Forecasted Revenue by month - Forecasting monthly revenue helps account executives plan for upcoming events and manage financial expectations.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stage, providing insights into which stages are most promising and where additional focus is needed.
Deals Stages by Rep - Tracking deals by individual reps helps account executives understand team performance and allocate resources effectively.
Deal Progress based on Month Added - Understanding how deals progress based on the month they were added helps account executives identify seasonal trends and plan accordingly.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures account executives are instantly aware of new client inquiries, allowing for timely follow-up and improved client satisfaction.
When an email is opened → Notify item subscribers with a message - By notifying when an email is opened, this automation helps account executives gauge client interest and schedule follow-ups appropriately.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlining contact management, this automation ensures new contacts are organized systematically, reducing administrative tasks and improving efficiency.
When a lead is created → Set its status to 'New Lead' - Automatically setting the status of new leads helps account executives prioritize and manage their pipeline effectively.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeping the 'Last interaction' date updated ensures account executives have a clear view of client engagement, helping to maintain strong relationships and timely follow-ups.

Frequently asked questions

How can this template help me manage event logistics and vendor coordination?

This CRM template provides tools to manage all aspects of event logistics, including vendor coordination, task assignments, and timeline tracking, ensuring seamless execution of events.

Can this CRM help me keep track of client preferences and event requirements?

Yes, the CRM includes fields to track client preferences, event requirements, and detailed notes, allowing you to personalize every event and exceed client expectations.

How does this template assist in budgeting and expense tracking for events?

Our template features budgeting and expense tracking columns, helping you manage event finances, monitor spending, and ensure profitability.

Can this CRM solution help me with post-event follow-ups and client feedback collection?

Absolutely, the template includes workflows for scheduling post-event follow-ups and collecting client feedback, enabling you to improve future events and build stronger client relationships.

How can I track event milestones and deadlines using this CRM template?

The CRM template offers tools to set and track event milestones and deadlines, ensuring you stay on top of every critical task and deliver your events on time.

Does this template allow me to manage multiple events simultaneously?

Yes, the CRM is designed to help account executives manage multiple events concurrently, providing an organized overview of all ongoing projects and their respective statuses.

How can this CRM template improve communication with clients and team members?

This template facilitates efficient communication with clients and team members through integrated messaging features and shared updates, ensuring everyone is on the same page.