Hospitality · Events

Corporate Meeting Planner Account Nurture

Build a recurring relationship with corporate meeting planners so the property is their default choice.

Apps this needs

Inbound Email Let the agent read and answer email enquiries. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

How it works

  1. Agent maintains a structured contact cadence with known meeting planners.
  2. Surfaces relevant availability proactively around their known recurring event dates.
  3. Sends a personalized proposal ahead of their typical planning cycle.
  4. Tracks relationship health to prioritize account manager attention.

Data sources

Event CRM planner account history Recurring event calendar

What it targets

  • Known planners contacted proactively before their RFP cycle Target 75%
  • Repeat bookings from nurtured accounts Target +20%