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Get more clients · 7 min read

How to Get Clients as an Event Planner

Many clients never search for an event planner. They ask a venue, a friend or a coworker. Here’s how to be the name they hear — step by step, with the messages to send.

In short: Pick who you plan for, get on venue referral lists, pitch holiday parties to companies in time, and turn every event into the next — with emails to copy.

AI Hustle Team · Updated November 9, 2026

Here’s the thing about event planning clients.

Plenty of them don’t think about a planner until they’re already overwhelmed.

Then they ask someone: the venue, a friend who just got married, the coworker who ran last year’s party.

Your job isn’t to be found. It’s to be the name that someone says.

That means two things. Being great at events — you already are. And being known by the people who get asked.

step 1Pick who you plan for

“I plan all kinds of events” is hard to refer.

“Elena does corporate holiday parties” is easy.

Each kind of client has its own buyer, its own calendar and its own place to look:

Kind of eventWho hires youWhen they decideWhere they look
WeddingsThe couple (and parents)Often a year or more outVenues, The Knot, Instagram, friends
Corporate eventsHR, office managers, executive assistantsHoliday parties by early fallCoworkers, venues, a direct email
Nonprofit galasDevelopment director, boardThe same time every yearBoard members, other nonprofits
Milestone partiesThe familyA few months outFriends, venues, Google

You can take all of them.

But lead with one. Your website, your posts and your outreach should make one kind of client think “that’s exactly what we need.”

NextStep 2 · Look ready when they look you up

step 2Look ready when they look you up

Every referral ends the same way: they look you up.

Make what they find do the closing:

  • One portfolio page per kind of event — not one gallery of everything
  • A short “how it works” with your process, from first call to day-of
  • Reviews on Google — ask every client, the same way, with nothing in return
  • A Google Business Profile with real event photos and the areas you serve
  • A clear way to inquire, with a reply promised within a day

If you plan weddings, a listing on wedding sites like The Knot can bring inquiries. It costs money — try it for one season and count the bookings before you renew.

NextStep 3 · Get on the venues’ lists

step 3Get on the venues’ lists

Venues get asked “do you know a good planner?” — often by clients who just booked the space.

Some keep a list of recommended planners. Getting on it is worth a lot of effort.

Here’s what that looks like with an AI team:

Venue outreachWorking
Find event venues within 30 minutes of Charlotte — wedding venues, hotels with ballrooms, rooftops, private dining rooms — and introduce Tidewell Events to each one.
Find venues and check their vendor pages36/36
Found 36 venues. 14 have a recommended planner list on their site; 5 of those list only one planner, or none.
I drafted a short note to each event manager: a link to your corporate portfolio and an offer to bring a client to tour the space. Want to see the first 5? Nothing goes out without your OK.
Charlotte venues — 36 contacts.csvSpreadsheet
Tell your agent what to do…

The best offer to a venue isn’t a pitch. It’s a booking. “I have a client looking for a space like yours” is an email a venue actually wants to answer.

NextStep 4 · Pitch holiday parties before the companies decide

step 4Pitch holiday parties before the companies decide

Corporate holiday parties are booked early — many companies lock in a date and venue by early fall.

If your first email arrives in November, you’re often too late for this year.

So in August and September, write to the people who plan them. Start with the list:

Charlotte holiday party prospects44 companies · built by your AI team
CompanyTypeWhy they might need youContact
1Sablewood ArchitectsArchitecture firm60 people, new office this yearContact form
2Hornbeam AnalyticsSoftware companyDoubled its team since last yearpeople@hornbeam.example
3Larchmont Credit UnionCredit union5 branches, one partyContact form
4Northcourt InsuranceInsurance agencyLast year’s party was at the officeoffice@northcourt.example
5Catawba Freight GroupLogistics company120 staff, two shiftshr@catawbafreight.example

Then a short email to each — to HR, the office manager or the executive assistant:

EP
Elena Park<elena@tidewellevents.example>
to People team · Hornbeam Analytics
Draft · waits for your OK
your holiday party, with twice the team

Hi Priya,

I saw Hornbeam has doubled since last year — congrats. That usually means last year’s holiday party plan doesn’t fit anymore.

I plan company parties in Charlotte from 40 to 300 people: venue, food, music, the whole night. You pick the vibe, I handle the rest.

Would it help if I sent three venue ideas that fit your size and still have December dates?

— Elena, Tidewell Events

One real detail. One clear offer. One easy yes.

NextStep 5 · Follow up — politely, then stop

step 5Follow up — politely, then stop

HR people are busy. Plenty won’t answer the first email.

That isn’t a no. It’s a full inbox.

  1. Day 0First email

    The real detail, the offer, one easy question.

  2. Day 4Quick bump

    “Floating this up — want the three venue ideas?”

  3. Day 10Something useful

    “Two of those venues just released Friday dates in early December.”

  4. Day 18Last one

    “I’ll stop here. If the party plan falls through, I’m one email away.”

Four touches. Then stop.

Only say a venue has dates if it really does — never invent urgency.

NextStep 6 · Trade referrals with your favorite vendors

step 6Trade referrals with your favorite vendors

Photographers, florists, caterers, DJs and rental companies meet your future clients every week.

They also get asked: “do you know a good planner?”

Make it easy for them to say your name:

Marcus · photographer
Hey Marcus! It’s Elena from Tidewell. Your photos from the Ashford wedding came out beautiful — the couple sent me the gallery.
I’ve got two couples who still need a photographer for spring. OK if I send them your way? And if anyone asks you for a planner, I’d love to be the name you give.
Absolutely, send them over. Let’s do coffee next week.

Send them work first. People remember who sent them a client.

Another good move: a styled shoot with a photographer, a florist and a venue. Everyone gets new photos, and everyone has a reason to share each other’s names.

NextStep 7 · Turn every event into the next one

step 7Turn every event into the next one

The best time to get your next client is the week after your last event.

  • Ask for a Google review while the night is still fresh
  • Ask for a short quote you can put on your portfolio page
  • Ask “who else do you know who’s planning something?” — directly
  • For corporate clients and galas: “Want me to hold the same date next year?”
  • Send a short note on the anniversary of their event

Holiday parties and galas come around every year. A great event this year is next year’s easiest booking — if you ask before someone else does.

NextWhat to do this week

What to do this week

  1. 01
    Pick the one kind of event you lead with

    And make your portfolio say it.

  2. 02
    Write to 10 venues

    A portfolio link and an offer to bring a client.

  3. 03
    Make your holiday party list

    40 companies, the person who plans the party.

  4. 04
    Send 10 emails a day

    One real detail, one easy question.

  5. 05
    Text 3 vendors you love

    Send them work first.

Or hand the venue list, the company list and the follow-ups to your AI team — and spend the week planning events.

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Questions

How do event planners get their first clients?

Start with one kind of event and the people who get asked for planners: venues, photographers, florists and caterers. Introduce yourself to venues, send vendors work first, and email local companies about their holiday party in late summer.

How do I get corporate event planning clients?

Make a list of nearby companies with 40 to 300 people, find who plans their events — HR, office managers, executive assistants — and email them in late summer with one real detail and a simple offer. Follow up on day 4 and day 10.

Is The Knot worth it for event planners?

It can bring wedding inquiries, but it costs money and works best if weddings are your main focus. Try it for a season, count the bookings it actually brings, and decide from that.

How do event planners get referrals?

Ask every happy client directly, and build real relationships with venues and vendors — send them work first. Being easy to recommend, with a clear specialty and a portfolio that shows it, matters as much as being good.

Can I email companies I don’t know about events?

In the US, yes — the CAN-SPAM Act allows commercial email if your subject line is honest, you say who you are, include your business address and stop when someone asks. Other countries have stricter rules, so check yours.

Sources

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