$ independent --one-planner --several-clients
An independent planner, on a Pholeo demo
You are the agency, the account team and the onsite lead, for three or four clients at once. Pholeo gives a one-person practice the structure a firm has: one standard across clients, a portal each client approves from, and a planner from our side when a season outgrows one pair of hands.
Case study · URMIA
“For 25 years I was stuck translating spreadsheets and mail merges into something venues could understand. Pholeo changed that.”
One lead planner, an eight-person staff and a hybrid conference: specs, orders and budget on one record, and a venue that now works from the same one.
Jack Voorhees
Senior Director of Events, URMIA
A firm’s structure, one planner’s overhead
One standard, many clients
Duplicate a program, keep the structure and the catalog, swap the specifics. The method you refined on one client is the starting point for the next, not a memory.
The client approves from a link
Publish the functions the client needs to see and send one link. They approve on the page; the comments are a thread on the same page. Your pricing and your margin stay inside.
Delegate without handing over the grid
Invite someone to one event with a role. They see the standard you set rather than inventing one, and the event does not leave with them when the contract ends.
When the season outgrows you
Every package starts with a Spec Sync. The higher tiers add a monthly cadence and embedded hours on your workstreams, so a two-conference month does not need a hire.
A Spec Sync builds your first board from one real BEO or function sheet.
“Working with the Pholeo team to execute an event is like having a co-planner at your side. The additional services ensure that my event is show-ready ahead of schedule.”
Lee Avery, CMP
Independent event planner
Case study · URMIA
“For 25 years I was stuck translating spreadsheets and mail merges into something venues could understand. Pholeo changed that.”
One lead planner, an eight-person staff and a hybrid conference: specs, orders and budget on one record, and a venue that now works from the same one.
Jack Voorhees
Senior Director of Events, URMIA
FAQ
Straight answers. If yours is not here, ask it on the Spec Sync.
It was built by two. One record per function, a board you can read on a phone, and a Spec Sync that builds the first event with you. The overhead is the spreadsheet you no longer maintain.
Each client is a project with its own events, members, budgets and portals. You move between them; they never see each other.
Yes. A portal shows what you publish, with a feedback thread. Vendor pricing and the budget stay inside the team’s modules.
Packages are priced per conference, three users each, and most independents start on Paperless Production. Several conferences a year is a calendar conversation on the Spec Sync.
Yes. Add a user for the cycle or by the month, or add planning hours from our side for a heavy season, without changing package.
Export the event as a workbook and a zip of attachments and hand it over, or keep it as the archive. It is yours either way.
Keep exploring
Share one spec and we will build your first board with you.
