Client lists mixed together when you sell to event planners
Is one client's prospect list mixed up with another's? Here is how people who sell to event planners fix it.
Is one client's prospect list mixed up with another's?
Agencies that prospect for several clients often keep everything in one place. Lists, statuses and campaigns for different clients get tangled.
It hits harder when you sell 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.
The wrong message can reach the wrong prospect under the wrong name. Reporting per client becomes guesswork.
A separate workspace per client.
Riftjaw lets you keep lead files and segments apart per client. On the Agency plan every client gets a separate workspace. Each workspace has its own lists, campaigns and results.
- Fields that fit event planners, such as event types
- Email prefixes that fit, like hello@, info@, events@ and enquiries@
- Status, tags and a segment on every record
The fix, step by step
- Create a workspace. Set up one workspace per client on the Agency plan.
- Import their lists. Bring each client's prospects into their own workspace.
- Report per client. Use campaign results within each workspace for clear reporting.
Other walls when prospecting event planners
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.
Relationships grow over several seasons.
Notes and history on each contact keep the context when you reach out again next year.
Fields worth recording for event planners
Record these and you can split the list later, write sharper mails and see who fits your offer.
| Field | Why it helps |
|---|---|
| Company name | The key field. Duplicates are checked on it or on the website. |
| Website | Needed to derive an email when the export has none. |
| Event types | Weddings, corporate events and festivals need different suppliers. |
| Event size | Typical guest numbers shape what they book. |
| Area covered | Planners work locally, nationally or abroad. |
| Preferred suppliers | Whether they keep a supplier list you could join. |
| Lead planner | The 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.
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