Automation Use Case
Event Wrap-Up & Feedback Request
Actions: Email client, staff, self + SMS client, staff
Post-Event Follow-Up & Engagement
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
🎥 Watch These First
Step-by-step video guidance to help you learn how this automation works and how to set it up in your PPM account.
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(Part 2 of 2)
⚠️ IMPORTANT: New Autopilot Automations will not be automatically activated for existing events already in your PPM schedule (even if you set it to ‘auto-activate’). You need to manually activate automations for existing events.
🎯 Goal
Stay top-of-mind after the party — and turn happy clients into reviews, referrals, and rebookings.
👤 Who This Is For
- Businesses that want to grow through word of mouth
- Anyone looking to automate thank-yous, and review requests
- Teams that care about client relationships beyond the event day
✅ Why It Helps
- For You: More reviews, referrals, and repeat bookings — with zero manual effort
- For Clients: Thoughtful follow-up that feels personal and professional
- For Team: Clear post-event tasks that close the loop on every gig
✅ What it includes
This sequence includes 3 automations triggered after the Event Date. It ensures you stay connected with clients even after the party is over — and turn that connection into value.
Automation Flow
Follow a manual added link
Get the Full Plan + Templates
Ready to set it up? Grab the complete automation walkthrough and copy/paste messaging templates in one doc.
