How to use the Event plan template

Start a board from it
Use this template opens a new Freero board with the Event plan template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Event plan”.
Follow the instruction on the board
“Most event work happens before the event. Put an owner initial on every sticky.”
Fill in each part
- Six weeks out Plan
- Four weeks out Promote
- Event week Prepare
- On the day Run
- Follow-up Within 48 hours
Bring your team and your agents
Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

You ask: “Fill in the Event plan board from these notes.”
What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.
You ask: “Group what we wrote into themes and list the actions.”
What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Webinar plan
Plan a webinar from idea to follow-up: topic and promise, promotion, the run of show, the live session and what happens after.
Customer success plan
Agree with a customer what success looks like for them, how you will both measure it and what each side does this quarter.
Launch announcement plan
Plan how a launch reaches people: the tease, the announcement day, the follow-up demos and the long tail.
Marketing budget split
Split a marketing budget across channels with the goal for each, the expected return and what you’ll cut first if you need to.
Fundraising campaign plan
Plan an appeal from quiet early asks to the final push and the thank-yous, with targets for every phase.
Grant pipeline
Track every funding opportunity from prospect to decision, with amounts and deadlines, so no bid is missed or started too late.