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Event planner leads for bookkeepers

Build your own list of event planners, fill in missing emails and offer your bookkeeping, payroll and accounting services to them in small, personal batches.

  • Public sources for event planners
  • Fields that fit the industry
  • No credits, no rented data
Contacts list in Riftjaw with company, phone, email, segment, campaigns and tags

Selling bookkeeping, payroll and accounting services to event planners

Event planners range from freelance wedding planners to agencies running conferences and corporate events. They book venues, suppliers and technology on behalf of clients, so they are both buyers and gatekeepers for many other businesses.

Bookkeepers and accountants mostly win clients through referrals and local reputation. A small lead database of businesses in your area and niche lets you reach out before the busy season instead of hoping someone calls.

The event planners that need bookkeeping, payroll and accounting services are listed publicly. What most bookkeepers lack is a list they own, with the right fields, that shows who was already contacted.

What bookkeepers run into with event planners

You want new clients but have no list beyond your personal network.

Import a directory list or paste a page into the scrape tool to build your first lead file.

Outreach has to wait until the busy season is over.

Prepare a campaign once and send it in small batches at a quieter moment.

Planners are on site at events and slow to reply.

Open tracking shows who read your mail, so a short follow-up goes only to the interested ones.

Wedding planners and corporate planners are mixed in one list.

Tag event types and save a filter per type.

A week of prospecting in Riftjaw

Monday: collect

Export a batch of event planners from public listings and import it. Duplicates are skipped.

Paste and collect in Riftjaw: a pasted web page turned into a table of companies
A pasted web page split into name, website, phone, address and city columns.

Tuesday: fill in

Derive missing emails with hello@, info@, events@ and enquiries@ and tag the records that look like a fit.

Database in Riftjaw with active contacts, segment, lead file and source
Everything you imported in one database, with the lead file, source and date on every contact.

Wednesday: reach

Send one mail about your bookkeeping, payroll and accounting services to the new segment, in small batches.

Segments in Riftjaw, each with its own name and number of contacts
Segments in Riftjaw, each with its own name and number of contacts.

Friday: follow up

Opens and clicks show up on each record. Set the ones who answered to Replied or Customer, so the follow-ups of the campaign skip them.

Campaign results in Riftjaw with sent, opened and clicked per contact
After a campaign, every contact shows whether the mail was delivered, opened and clicked.

How to open a mail to event planners

Write one mail with placeholders and let the details change per record. These openings tend to work with event planners.

  • Show how you make their events run smoother and make them look good to their clients.
  • Share examples from similar events, with details on logistics and timing.
  • Offer to be their reliable backup for last minute needs, which planners value highly.
Campaign editor in Riftjaw: pick a segment, write the mail and set the button
The campaign editor in Riftjaw: pick a segment, write the mail and check the preview.

Fields worth recording for event planners

Any column in your import can become a field. These are the ones worth keeping for event planners.

FieldWhy it helps
Company nameThe key field. Duplicates are checked on it or on the website.
WebsiteNeeded to derive an email when the export has none.
Event typesWeddings, corporate events and festivals need different suppliers.
Event sizeTypical guest numbers shape what they book.
Area coveredPlanners work locally, nationally or abroad.
Preferred suppliersWhether they keep a supplier list you could join.
Lead plannerThe person who chooses suppliers.

Questions people ask

Reach out outside their peak season with examples of relevant work, then follow up. In Riftjaw you track each step with statuses, tags and notes.

Yes. Add tags or a field for event types and save a filter for each group.

If your file has an email column, that wins. If it only has websites, tick the prefixes you want, such as hello@, info@, events@ and enquiries@, and Riftjaw derives addresses from each domain. Derived addresses are good guesses, not verified, so start with small batches.

Yes. The Free plan runs the whole pipeline on one list with small campaigns, and you do not need a credit card. Move to Pro when you want more lists, segments and bigger campaigns.

Build a database you own

Create your account, import your first list and see it turn into records you can work.

No credit card · cancel any time · your data stays yours