Every Client Is Now a Project: Managing the Process Has Never Been This Easy
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2 min read
Your impressive presentations shared via Ivently did their job—your client is now waiting for a proposal. Whether you're working with a couple planning their wedding, a corporate executive, or an event planner, this relationship is no longer just a lead. And whether you’re a venue sales manager or running a coworking space, this is now a project. It’s time to move beyond scattered communication and start managing everything in one place—with more clarity, control, and professionalism.
Getting started with this new workflow in Ivently is incredibly easy. Just head to the “Projects” section and create a new one. From there, a flexible and fully customizable editor allows you to build a workspace tailored to your needs. Add or remove cards to organize every detail of your project, including:
• Client and event information
• A synced calendar with all meetings and event dates
• Budget calculator with profit & loss tracking
• Vendor communication and notes
• Personal notes
• A shareable timeline for coordination meetings
• And the Design Studio: a dedicated space where you can store all client-approved visuals and create curated image collections for presentations.
You can even keep your vendor updates organized and share an event-day timeline with all parties involved, ensuring everyone stays in sync. Calculate your budget, see your profit clearly, and create more accurate proposals—because now, every project is fully under your control.
Not using Ivently yet? Now’s the perfect time to start. With project management features built for event professionals and space managers, you can go far beyond just sending a proposal—start managing the entire experience. Sign up now and see the difference.