Use case: Event pros

Capture every event lead, promise, and detail.

For event planners, caterers, photographers, decorators, and venue teams, one quick voice recap can save prospect details, event preferences, follow-ups, documents, and vendor introductions.

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1 recapevent details, to-dos, and reminders together
3 daysa follow-up reminder is set for you after a booth capture
12 leadsreview captures after the event ends
✓Prospect captured

Nina Patel

One recap saved July wedding, 150 guests, vegetarian menu, outdoor venue, package request, and vendor intro.

Follow-up in 3 days Menu docs ready Vendor intro Review later
Booth capture

Let prospects enter details while the event is busy.

At a booth, tasting, expo, or venue tour, the prospect can enter basic contact details or scan a QR card. The event pro adds one voice note about what they asked for.

At the booth

  • Prospect enters name, phone, email, and event date.
  • Event pro speaks the recap: “July wedding, 150 guests, vegetarian menu, wants floral partner.”
  • quickCLIENT can add a follow-up for 3 days later.

After the event

  • Review captured prospects that need cleanup.
  • Send packages, menus, brochures, or sample galleries.
  • Convert the right captures into clients without losing context.
One voice recap

Capture menus, timelines, photos, and promises in one shot.

Event work has lots of tiny details. quickCLIENT keeps them tied to the client instead of scattered across texts, forms, notes, and memory.

1. Speak once“Nina wants vegetarian appetizers, no peanuts, send menu options tomorrow.”
2. Note savedThe recap goes into Nina’s timeline with any photos or PDFs.
3. Work createdTo-dos and reminders stay tied to the client.
4. Follow-up readySend menu, package, quote, gallery, or vendor intro.
Book snapshot

See active prospects, paused leads, booked events, and promises due.

Event pros need to know which conversations are moving, which ones are waiting, which events are booked, and what follow-up is still owed.

22active prospects
5snoozed leads
9booked events
7promises due soon

Promises quickCLIENT keeps visible

Send vegetarian menu optionsNina Patel · expo capture
Due today
Share July availabilitySarah Lee · venue walkthrough
Tomorrow
Introduce photographerKelly Chen · wedding inquiry
2 days

Booked does not mean done

Even after the event is booked, the team still needs to remember deposits, menu changes, venue restrictions, timelines, and vendor promises.

Active Snoozed Booked Promises due
What stays remembered

The important event details stay close.

Capture

  • Guest count and event date
  • Menu, allergy, venue, and timeline notes
  • Photos, PDFs, proposals, or sample galleries

Follow up

  • Send package options
  • Collect deposit
  • Confirm tasting or venue walkthrough

Ask later

  • Who needs menu options tomorrow?
  • Which leads asked for July dates?
  • Who requested a photographer intro?
Documents and follow-up

Send the right package before the lead goes cold.

After a booth conversation or consultation, the event pro can send a relevant package, menu, gallery, quote, or vendor card and keep that activity in the prospect history.

Good follow-ups to send

  • Wedding package PDF or catering menu.
  • Sample photo gallery, floral deck, or venue brochure.
  • Deposit link and next-step email.
  • Trusted vendor card for planner, photographer, decorator, or DJ.

Useful questions later

  • “Who asked for vegetarian menu options?”
  • “Which expo leads need package emails today?”
  • “Did I send Nina the deposit link?”
  • “Who requested a photographer introduction?”
Trusted referral network

Refer trusted vendors and track who sends business back.

Event pros grow through a trusted circle: photographers, decorators, caterers, venues, DJs, planners, florists, and rental teams.

10

vendor intros sent

Share trusted partner cards without digging through contacts.

7

referrals received

Track who referred the event prospect.

4

follow-ups open

Remember who still needs packages, deposits, or vendor intros.

Referral tracking example

PH
Nina PatelReferred by Priya, photographer
Received
FL
Sarah LeeIntroduced to florist after menu consultation
Sent
VN
Kelly ChenVenue partner requested package follow-up
Follow up
In the room

Work the booth. Capture and follow up on the spot.

At an expo, venue walkthrough, or tasting — grab the lead and send details before the next handshake.

quickCLIENT.ai MC Maya Chen New prospect · just added Saved · WhatsApp Scan to connect Contact + WhatsApp Brochure.pdf Sent · just now

Add a prospect in seconds

Hand them the phone or let them scan your card — a new prospect saved with contact and WhatsApp, no typing.

Send a doc on the spot

Text a brochure, one-pager, or fact sheet straight from your phone before you move on.

Follow up while it's fresh

A quick voice recap becomes a ready-to-send follow-up email, tied to the new prospect.

Event pros win trust by remembering the tiny details.

quickCLIENT keeps event notes, follow-ups, documents, and referrals close without making the professional manage a heavy system.

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