If you run a photo booth or mobile DJ business, you already know that following up with leads manually is a losing game. You get an inquiry while you're setting up at an event, you tell yourself you'll reply on Monday, and by the time you do, they've already booked someone else.
That's why so many event professionals turn to DJ Event Planner (DJEP). It is arguably the most powerful CRM in the industry for automating quotes, contracts, and planning forms. But there's a catch: when you first log in, you're staring at a blank dashboard. The learning curve is steep, and setting it up correctly takes time.
In this guide, I'm going to walk you through the exact framework I use to set up DJEP accounts so they run on autopilot.
Before you touch any automation rules, you need to tell DJEP what you're selling. If your packages aren't configured correctly, your instant quotes won't work.
This is the core of your automation. You need to build a sequence that handles leads from the moment they inquire until the day after their event.
When a new inquiry comes in, they should receive an instant quote immediately. If they don't book, your system should follow up automatically on Day 2, Day 4, and Day 7. These emails should answer common FAQs, show off your reviews, and create urgency.
If a lead hasn't booked after 30 days, move them to a "Ghost Lead" status. DJEP can automatically drop them into a long-term nurture sequence that checks in every few months. You'd be surprised how many people book 6 months later just because you stayed in their inbox.
Stop sending PDFs. DJEP allows you to build dynamic contract templates that automatically pull in the client's name, event date, venue, and package details.
Connect your payment processor (like Stripe or Square) directly to DJEP. When a client says "yes," they should be able to review the contract, sign it digitally, and pay the retainer all in one seamless flow.
This is where DJEP shines compared to generic CRMs. Once a client books, you need to gather their event details (timeline, venue contacts, template design choices).
Set up automated reminders that trigger based on the event date. For example:
Knowing how to set up DJEP is one thing; actually finding the 40+ hours to build the packages, write the 22-step email sequences, and configure the booking helpers is another.
At DJEPSetup.com, I build your entire DJEP account from scratch in 1-2 business days. You just fill out an intake form, and I hand you the keys to a fully automated business.
View Setup PackagesSetting up DJ Event Planner is a heavy lift upfront, but once it's done, it pays for itself a hundred times over. You stop losing leads to slow follow-ups, you stop chasing clients for planning details, and you finally get your time back.