FOR MEETING PLANNERS & EVENT PROFESSIONALS
Less Admin Work.
More Time for the Work That Actually Matters.
You got into meeting planning to create great experiences, not to spend your evenings reconciling invoices and updating spreadsheets. We handle the administrative work that's eating your time, so you can get back to doing what you do best.
Flexible: automation, a dedicated remote assistant, or both.
SOUND FAMILIAR?
The Admin Work That's Stealing Your Best Hours
Most planners aren't losing time to big problems. They're losing it to a hundred small ones, every week, on repeat. Email follow-ups that need to go out. Invoices that need matching. A database that's never quite current. It adds up to 10–15 hours a week of work that isn't event planning.
AR/AP reconciliation never feels done
Matching invoices to payments, tracking what's outstanding, chasing vendors for documentation. It's not complex work, but it takes real time and has real consequences when something slips.
Your client and vendor database is always slightly behind
New contacts from the last event still aren't in the CRM. Old entries haven't been updated. You know it needs attention. It just never rises to the top of the list.
Follow-up emails are eating your mornings
Client check-ins, vendor confirmations, prospect outreach. All important, all time-consuming, all pulling you away from actual event work.
Documentation happens at the end, when you're exhausted
BEOs, rooming lists, post-event reports. The documentation piles up and gets done under pressure, when it should be happening as you go.
"This is exactly the kind of work we take off your plate."
WHAT WE DO
Expert Remote Support + Automation for Meeting Planners
We handle the administrative and back-office work that keeps you away from clients and events. Whether that means a dedicated remote assistant, automated workflows, or both, you define what you need. We build around how you actually work.
- Accounting, bookkeeping and AR/AP reconciliation
- Client and prospect outreach and follow-up
- Pipeline and CRM management
- Vendor communication and coordination
- Event documentation (BEOs, rooming lists, reports)
- Email management and inbox organization
- Post-event reconciliation and reporting
- Calendar management and scheduling support
IN PRACTICE
What Monday Morning Looks Like After Forma
"Post-event reconciliation, client follow-ups, and pipeline updates happen automatically, so Monday morning starts with a clean slate, not a backlog of administrative tasks waiting for your attention."
BEFORE FORMA
- Sunday night reconciling the last event's invoices
- Monday morning catching up on client emails
- Midweek updating the CRM from two events ago
- Friday scrambling to finish a post-event report
AFTER FORMA
- Reconciliation done automatically as invoices come in
- Follow-ups sent on schedule without you writing them
- CRM updated in real time
- Reports compiled and ready before you ask
15+ hours
saved per week
2–4 weeks
to full deployment
Zero
missed follow-ups or deadlines
THE PROCESS
Up and Running in 2–4 Weeks, Built Around How You Work
We Learn Your Workflows
We start by understanding your specific processes: the tools you use, the tasks that take the most time, and where the biggest gaps are. No assumptions, no generic templates.
We Build Your Solution
A dedicated remote assistant trained on your processes, automated workflows for the most repetitive tasks, or both, built around your existing tools. You approve everything before we go live.
You Get Your Time Back
Your first weeks with full support, with daily check-ins and ongoing adjustments until everything is running exactly as it should.
YOUR OPTIONS
Choose What Works for Your Practice
Automate Your Admin Workflows
We build custom automation for your most repetitive tasks: follow-ups, reconciliation, database updates, reporting, so they happen on schedule without you touching them.
Best for: Planners who want to eliminate specific time-consuming tasks
Complete Admin Support
Automated workflows for the repetitive work, a dedicated remote assistant for everything that needs human judgment. The complete back-office solution for serious planners.
Best for: Planners ready to fully hand off the administrative layer of their practice
A Dedicated Remote Assistant
An expert remote team member trained on your specific processes, tools, and preferences. Handles the admin work so you can focus on clients and events.
Best for: Planners who want dedicated support without the cost of a full-time hire
WHY FORMA
Built for People Who Know Their Business, Not Just Their Tools
We work with meeting planners because we understand what you actually need. Not a generic virtual assistant, not an automation tool you have to figure out yourself. A solution built around how your specific practice works, managed by people who treat your business like their own.
GET STARTED
Ready to Get Your Time Back?
Book a free 15-minute call. Tell us about your practice, your biggest time drains, and what you wish you could hand off. We'll tell you exactly what we'd build, and what it would cost.
Book a Free Consultation →Or email us directly: hello@formaconsultants.com