01Overview
A command center
See every active event, what needs attention and what is at risk, across the whole studio.
For agencies at scale
Dozens of Events, One Clear View.
At volume, the risk is not any single event, it is the thing nobody noticed. Vision gives an agency a command center across every planner, client and vendor.
The volume problem
Dozens of events, and no one can see all of them at once.
The overdue contract, the unanswered vendor and the unpaid invoice are all somewhere. A single view finds them before the client does.
What you get
Built Around the Way You Work.
02Pipeline
Leads and clients together
Track new inquiries and active clients in one pipeline, with stage emails sent for you.
03Vendors
A network you can search
Find vendors by service and city in the directory, and keep your own trusted book.
04RFPs
Sourcing at scale
Send one brief to many vendors, compare quotes and keep every response on the record.
05Roles
Permissions per person
Give planners, coordinators and finance the access each role needs and nothing more.
06Money
Billing across events
Track what is invoiced, collected and overdue across every client from one page.
Operations, not just planning
Spot the Problem Before the Client Does.
Overdue tasks, unsigned contracts and late invoices surface on the dashboard with a note on why each matters today, so a producer can steer the whole studio in a morning.
- One dashboard across every event and planner
- A ranked daily list with a reason for each item
- Clear permissions as the team grows
Growth should add events, not chaos.
Run more with the same calm.
Getting started
Up and Running in Four Steps.
- 1
Map your studio
Add planners, set roles and decide who owns which clients.
- 2
Bring the events
Create or import the events you are running and attach their vendors.
- 3
Standardise
Reuse your forms, timelines and RFP briefs so every event starts the same way.
- 4
Steer from the top
Use the command center to see what needs attention each morning.
Questions
Questions We Hear.
Can we see every event in one place?
Yes. The command center lists your active events, what needs attention and what is at risk.
Can planners only see their own clients?
Yes. Roles and permissions control who can open which parts of the workspace.
How do we reuse our best processes?
Keep forms, timelines and briefs as templates and start every new event from them.
Can vendors work across several of our events?
Yes. A vendor kept in your book can be invited to any number of events and RFPs.
Make Space for the CreativityThat Makes Your Work Exceptional.
The Founding Planner Beta is open. Early access, direct input on what gets built, and pricing locked in before public launch.
Empowering the people behind extraordinary events