← All categories

Event Planner: Best Referral Sources

Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.

Get your list

The rooms for event planners, the next meeting dates, and who to ask for when you walk in.

Your top referral sources
  1. Digital Marketing Agency
  2. Public Relations
  3. Photographer
  4. Attorney Intellectual Property
  5. Financial Advisor
See the full answer ↓
Start here

Your one-page action plan

Five partners, what starts the work for each one, and the three rooms to be in. Print it and keep it in the car.

Networking plan: Event Planner

The five people who should be sending you clients

  1. Digital Marketing Agency (They send you work)
    Shared trigger: a business launches or rebrands
  2. Public Relations (They send you work)
    Shared trigger: a business launches or rebrands
  3. Photographer (Two-way)
    Shared trigger: a family plans a wedding or milestone event
  4. Attorney Intellectual Property (They send you work)
    Shared trigger: a business launches or rebrands
  5. Financial Advisor (They send you work)
    Shared trigger: somebody retires

The three rooms to be in

  1. EO (Entrepreneurs' Organization): Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys.
  2. Your city or county chamber of commerce: Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys.
  3. LinkedIn groups & local B2B communities: Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys.
Or have it emailed to you ↑
The people

Who should be sending you clients

Ranked by what starts the job, not by who sounds close to your trade. When something happens that makes people need event planners, who else gets a call that same week?

Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.

  1. 1 Digital Marketing Agency They send you work Trigger: a business launches or rebrands 69 match strength out of 100
  2. 2 Public Relations They send you work Trigger: a business launches or rebrands 66 match strength out of 100
  3. 3 Photographer Two-way Trigger: a family plans a wedding or milestone event 62 match strength out of 100
  4. 4 Attorney Intellectual Property They send you work Trigger: a business launches or rebrands 62 match strength out of 100
  5. 5 Financial Advisor They send you work Trigger: somebody retires 61 match strength out of 100
  6. 6 Web Developer They send you work Trigger: a business launches or rebrands 61 match strength out of 100
  7. 7 IT Services / Managed IT They send you work Trigger: somebody starts a company 61 match strength out of 100
  8. 8 Insurance Health & Benefits They send you work Trigger: somebody retires 59 match strength out of 100
  9. 9 Florist You send them work Trigger: a family plans a wedding or milestone event 59 match strength out of 100
  10. 10 CPA / Accountant They send you work Trigger: somebody starts a company 59 match strength out of 100

Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑

The rooms

Where those people actually are

Ranked by how many of your best partners are in the room, and how much work each one can send you. Give someone nine choices and they pick none, so we have marked the one to start with.

  1. 1 EO (Entrepreneurs' Organization) Your pick Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  2. 2 Your city or county chamber of commerce Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys. Chamber of commerce · Monthly · Under $500/yr · ~4 hrs/month Chapter finder →
  3. 3 LinkedIn groups & local B2B communities Your partners are in this room: digital marketing agencies, PR firms, and IP attorneys. Online community · Always on · Free · ~3 hrs/month Chapter finder →
  4. 4 Industry Slack & Discord communities Your partners are in this room: digital marketing agencies, IP attorneys, and web developers. Online community · Always on · Free · ~2 hrs/month
  5. 5 Vistage Your partners are in this room: digital marketing agencies, PR firms, and financial advisors. Paid peer group · Monthly · $2,000+/yr · ~8 hrs/month Chapter finder →
  6. 6 State CPA society Your partners are in this room: financial advisors and CPAs. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  7. 7 Your local estate planning council Your partners are in this room: financial advisors and CPAs. Your partners' association · Monthly · Under $500/yr · ~3 hrs/month Chapter finder →
  8. 8 BNI One seat per category, so your competitors are excluded by rule and the seats around you are the partners above. Structured referral group · Weekly · $500–$2,000/yr · ~8 hrs/month · One seat per category Chapter finder →

Let us be straight with you. For event planners, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.

These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑

Your seat

Is your seat open?

Prime Time takes one Event Planner per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.

Add your ZIP code in the form above to see which seats are open. Go to the form ↑

Want this as a list you can act on?

Send it to yourself: the partners above, the rooms ranked for event planners, and the next meeting dates for your area.

Send me my list