Sales & lead generation support for events & hospitality professionals

Filling your event calendar and keeping your venue pipeline healthy requires consistent outreach — but between site visits, vendor coordination, and active events, that prospecting work rarely gets done. Whether you're a corporate event planner chasing RFPs, a venue sales manager following up on inquiry forms, or a hospitality group building a group sales pipeline, a Trusty Oak EA can own the front-end of your sales process. That means leads get worked, follow-ups don't fall through the cracks, and your calendar stays full without you living in your inbox.

100+ tasks completed in this service category across our client base.

Fractional sales & lead generation support for event and hospitality businesses

How Trusty Oak handles sales & lead generation for event and hospitality businesses

A Trusty Oak EA working in events and hospitality sales typically starts by auditing your existing lead sources — inquiry forms, Cvent or Tripleseat submissions, social DMs, referral lists — and building or cleaning a CRM like HubSpot, Salesforce, or even a well-structured Airtable base to track every opportunity. From there, they handle daily outreach tasks: researching and qualifying corporate accounts or social event prospects, sending personalized first-touch emails, following up on stale inquiries, and logging all activity so nothing slips. If you're targeting group business or corporate clients, your EA can research companies within your target radius or vertical, identify the right decision-makers on LinkedIn, and draft outreach sequences for your review. Your role is to approve messaging, take the warm handoff on qualified leads, and handle site visits or discovery calls — the EA manages everything upstream of that conversation.

What your EA takes off your plate

Before handing this off, document your ideal client profile in writing — event type, group size, budget range, geography, and any accounts you've already worked with or want to avoid. The most common mistake is handing an EA a vague directive like 'find more leads' without giving them a clear picture of who you're actually trying to book; that leads to wasted outreach and a pipeline full of the wrong prospects. Even a one-page brief on your best past clients gives your EA a concrete target to replicate.

1

Inquiry Triage and CRM Entry

Monitor inbound leads from your website, Tripleseat, Cvent, or email and log each inquiry into your CRM with complete contact details, event type, and estimated value before they go cold.

2

Corporate Account Prospecting

Research companies within your target market using LinkedIn Sales Navigator or ZoomInfo to identify event planners, executive assistants, or HR managers likely to book off-sites, holiday parties, or team events.

3

Follow-Up Sequence Execution

Send scheduled follow-up emails to prospects who haven't responded to initial outreach or who requested a proposal but went quiet, using pre-approved templates personalized with event-specific details.

4

RFP Monitoring and Response Preparation

Track RFP boards and platforms like Cvent Supplier Network or HotelPlanner, flag relevant opportunities, and draft initial proposal responses or capacity summaries for your review and submission.

5

Lead Source Reporting

Pull weekly or monthly pipeline reports from your CRM showing lead volume by source, inquiry-to-proposal conversion rates, and follow-up activity so you can see exactly where deals are stalling.

Tools our team works with

We adapt to your existing stack — no forced migrations.

Salesforce
ZoomInfo
Apollo.io
HubSpot
LinkedIn Sales Navigator
Outreach

...and many more!

Trusted by event and hospitality businesses

Trusty Oak supports event and hospitality businesses including Chava Group, Couret Leadership Lab, Generations Now, and 2 others — handling everything from sales & lead generation to broader operational support.

What sales & lead generation support costs for event and hospitality businesses

Drag the sliders to build a monthly plan that fits your workload.

Executive Assistants
~$35/hour
15 hours $525
Specialists
~$50/hour
10 hours $500
Fractional Executives
~$95/hour
5 hours $475
Your monthly budget
$1,500

Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.

Book a Discovery Call

Frequently Asked Questions

Yes — your onboarding includes a Strategic Delegation Plan where your Client Success Manager documents your services, differentiators, and target client profile before your EA sends a single email. Most event and hospitality EAs at Trusty Oak have worked with similar businesses and understand the language of group sales, F&B minimums, and buyout pricing without needing a crash course.
Both, depending on what you need. An EA can research and build targeted prospect lists, but they can also execute outreach directly from a delegated email alias or your existing inbox using tools like Outlook, Gmail, or Mailshake. You define how hands-on you want them to be, and your Client Success Manager helps structure that boundary during onboarding.
Trusty Oak's model is built for exactly this kind of variability — unused hours roll over each month, so if January is slow and March is your peak booking season, your budget flexes accordingly. You can also adjust your monthly talent budget after the initial three-month commitment if your volume shifts significantly.

Start building a pipeline that doesn't depend on you

For $1,000/month plus a one-time $300 onboarding fee, a Trusty Oak EA can take over the front end of your sales process — from prospecting to follow-up — so you show up for the conversations that actually close. Let's build your Strategic Delegation Plan.