Hospitality · Events

Event Deposit & Contract Follow-up

Keep signed contracts and deposits moving so a verbally-agreed event doesn't quietly fall through.

Apps this needs

Inbound Email Let the agent read and answer email enquiries. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Payments / Checkout Send secure pay links and reconcile paid / overdue balances. Connect during setup

How it works

  1. Agent tracks contract-sent and deposit-due milestones for every event.
  2. Sends reminders as deadlines approach, with a direct e-sign and payment link.
  3. Escalates to the sales manager if a deposit is overdue past the grace period.
  4. Confirms the event as definite in the CRM once both are received.

Data sources

Event CRM contract/payment status Deposit policy

What it targets

  • Contracts signed within the standard window Target 85%
  • Tentative-to-definite conversion Target 70%