Project margin
The income from tickets or clients compared to the venue, production and staff costs for every event.
Agency playbook
An acceleration playbook for your events business, not generic business advice.
Your goal, roadmap and coaching adapt to the high stakes of live delivery: supplier timing, cash flow peaks, ticket demand and the risk of one-off events.
How your AI coach reads the business
Your events model, built for delivery and margin.
When you tell your AI coach you run an event planning or production business, it analyzes your numbers through a project and risk lens, not a retail one.
Cash timing
Managing the gap between deposits, ticket sales and supplier payments to avoid cash squeezes.
Capacity and utilization
Tracking team hours and equipment use across the event calendar to maximize efficiency.
Repeat and referral
Measuring how many clients or attendees return, which reduces the cost of filling the next date.
YOUR ACCELERATION PLAYBOOK, BY GOAL
Pick the goal you are working on.
See how it plays out here.
Goals you choose, not steps in order. Your AI coach tailors the roadmap to your own numbers. Figures below are rules of thumb, not targets you must hit.
Win your first paid event or planning contract.
What counts as proof
A defined event concept with a budget that shows profit, and a client or audience committed with a deposit or ticket purchase.
What your AI coach flags
- Working for free to build a portfolio
- Over-committing to venue costs before any sales are made
- Failing to account for small costs like insurance and permits
Example roadmap moves
- Define a niche event type, such as corporate workshops or boutique celebrations
- Draft a break even budget including all direct costs and your time
- Secure your first client contract with a non refundable deposit
- Sign a venue agreement that is contingent on a certain level of sales
How an operator helps
Where practices get stuck.
Operators who have run service businesses spot these early, and work through them with you.
The deposit trap
Using deposits from future events to pay for current ones, creating a dangerous cash cycle.
Scope creep
Adding extra production value or hours to a client event without increasing the fee.
Supplier failure
Relying on a key supplier who lets you down at the last minute, risking the whole event.
The vanity event
Running events that look great for the brand but leave no profit after all costs are paid.
What your operator works through with you
Margin and cost review
What they look at
Every cost line for your last three events versus the original budget.
What they push back on
Hidden costs like travel, overtime and small supplies eating the profit.
You leave with
An updated pricing template and a budget tracker.
Cash and timing plan
What they look at
Your payment dates for clients versus your payment dates for suppliers.
What they push back on
Funding the event yourself because clients pay too late.
You leave with
A new deposit and payment schedule for all contracts.
Capacity and delivery check
What they look at
How many events you can run at once without quality dropping.
What they push back on
Saying yes to every enquiry and burning out the team.
You leave with
A hiring plan or a 'no' list for low margin jobs.
Risk and contingency audit
What they look at
Insurance, safety plans and backup supplier lists.
What they push back on
Operating without a plan for when things go wrong on site.
You leave with
A standard risk assessment and contingency protocol.
1:1 expert helpGet matched.
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Summary & takeaways
Call summarySession · 30 minutes
Idea validation & customer discovery
Key takeaways
Buyers solve this today with spreadsheets and extra hours.
Three of four would pay to cut onboarding to one day.
The pilot offer needs a defined start date, not a demo.
Action points
Draft the paid pilot offer
Interview two more buyers
Saved to your company brain and Roadmap.
Calls happen live in the platform
Meet live. Leave with the decision.
No links out. The recording and summary save themselves.
Live, one to one 00:00
Greg · Product
You speaking
“Is this segment worth building for?”
30 minutes Summary saved to your AI coach
When to call an operator
Three moments a call
pays for itself.
01
A client wants a major change a week before the event
Agree on the extra fee and updated scope before any work is done.
02
A venue cancels or changes terms
Assess the impact on your margin and activate your backup venue list.
03
You are considering buying your own equipment
Compare the cost of purchase and storage with the cost of regular rentals.
Questions, answered
Before you
take the next step.
Event Planning & Production
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Even when the goal changes.
Your AI coach, goal-led playbooks and unlimited 1:1 operator advice in one membership.
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