AIQ Group
Prepared for Avery Brooks · July 21, 2026
AIQ Opportunity Report

Turn scattered event requests into one reliable operating path.

Starlight Event Services does not need to replace every tool first. The immediate opportunity is to create a controlled inquiry-to-event workflow that reduces delayed follow-up, repeated intake, and manual event-packet rework.

OrganizationStarlight Event Services
Studied areasInquiry follow-up; event intake and scheduling
Current stackGmail, Google Forms, Sheets, Drive, Calendar, DocuSign
Decision posturePilot first
01 · Situation Summary

Situation Summary

Starlight Event Services studied two operating areas: inbound inquiry follow-up and event intake, documents, and scheduling. The current stack is practical and familiar: Gmail, a website contact form, phone notes, social messages, Google Forms, Google Sheets, Google Drive, Google Calendar, DocuSign, PDF proposals, and client/vendor email threads. The team prefers to keep the Google Workspace foundation where practical and avoid a large platform replacement as the first move.

The two pain points are connected. New event requests arrive through several channels, then staff manually add details to a lead tracker and coordinate the first response. Once a prospect becomes an active event, coordinators rebuild the event packet from forms, email, contracts, calendar notes, Drive folders, and planning sheets. Starlight estimates this creates 8-12 hours per week of avoidable work at a blended $150/hour, which creates a gross monthly value signal of $5,220-$7,830 before tool costs or implementation time.

02 · Operational Diagnosis

Operational Diagnosis

The core issue is not that Starlight lacks software. The root problem is that there is no single controlled path from inquiry to event packet. Gmail, forms, Sheets, Calendar, Drive, and DocuSign each hold part of the truth, but none of them currently acts as the operational record for the full handoff. That is why the same details get collected more than once, why a promising inquiry can wait in the wrong channel, and why coordinators have to search before they can answer confidently.

Pain point 1: delayed inquiry response

The report evidence points to fragmented intake and variable ownership: requests arrive through the website, direct email, referrals, phone notes, and social messages, then someone manually updates the lead tracker. The first 24 hours after a quote request carry the highest sales risk.

Pain point 2: event-detail rework

The latest guest count, room setup, AV needs, floor plan, contract status, and timing changes may be spread across forms, PDFs, calendar notes, email threads, and planning sheets. That forces coordinators to rebuild the event story before they can execute confidently.

The evidence is strong enough to move into a focused pilot because multiple interview answers point to the same operating pattern. The solution can be sharpened further after Starlight traces one live inquiry-to-event path and confirms exactly where details are duplicated, missed, or updated late.

03 · Recommended Moves

Recommended Moves

Starlight should start with an off-the-shelf workflow pilot rather than a platform replacement. The first move is to define one intake-to-event operating path: every new inquiry should become one tracked record, every required event detail should have a defined field, and the first-response owner should be clear before the request waits on availability, pricing, or operations input. This is mainly a workflow and configuration effort using the current Google stack, supported by a structured intake tool and a lightweight automation layer.

Off-the-shelf intake and event record

Use Tally to collect structured event details before staff begin manual follow-up, then use Airtable as the operational record for leads, event packets, status, ownership, and handoff notes.

Off-the-shelf workflow automation

Use Zapier to connect form submissions, Gmail notifications, Airtable records, Google Calendar holds, and task reminders once the required fields and permissions are confirmed.

Customized operating portal

A custom Starlight event operations portal would combine inquiry intake, event packet status, scheduling checkpoints, contract status, and change tracking into one tailored workspace while keeping Google Drive, Calendar, Gmail, and DocuSign in place.

Decision rule

Starlight should pilot using off-the-shelf solutions first. If the pilot shows that Starlight's needs are more specific than a practical combination of standard tools can support, the next step is to scope a bespoke automation system that ties the process together.

04 · First Month Action Sequence

First Month Action Sequence

Early in month 1

Assign one owner for the inquiry-to-event pilot and pick one event type to test. Working closely with Starlight, determine which details are required before an estimate, who takes ownership of the first response, and when operations takes over for staffing availability. This can start immediately.

After pilot scope is set

Build the minimum structured intake path. Use Tally as the front-door event intake form and Airtable as the operational record for status, owner, dates, packet fields, and handoff notes. The dependency is agreement on required fields.

Once the intake record exists

Connect the highest-friction handoff. A Zapier or Make workflow can send a Gmail alert, create or update the tracker record, add a Google Calendar hold or review task, and notify the responsible coordinator. This depends on confirming systems and permissions.

By the end of month 1

Review the pilot against the 8-12 hour weekly burden. If the off-the-shelf path reduces searching, copying, and repeated questions enough, expand it. If staff still need a more unified event command view, use the pilot evidence to scope the custom Starlight operations portal with less guesswork.

05 · 2 to 3 Month Roadmap

2 to 3 Month Roadmap

The first phase-two move is to expand the validated intake path across the highest-volume event types. This belongs after month one because the team needs proof that the required fields, owner rules, and handoff notifications work on one real path before standardizing more events. The expected business effect is faster first response and less coordinator rework across a larger share of the pipeline.

The second move is to add operating governance. Starlight should define who owns lead status, who approves event-packet changes, where final guest count lives, how contract status is checked, and how late changes are flagged. This is not a new-tool move. It depends on the pilot showing which fields and status rules actually prevent repeated questions and stale versions.

The third move is a conditional custom-build assessment. The off-the-shelf pilot should show whether Airtable plus automation can provide the event-level visibility the team needs. If it cannot, Starlight should scope a bespoke event operations system that preserves the tools that already work while centralizing event status, handoff history, and change control. This is a second-phase opportunity supported by the studied pattern, but it still requires technical scoping, cost review, security review, and a clear owner for long-term support.

The selected but not deeply studied area is broader cross-tool handoff. It should remain in the roadmap as a follow-up assessment rather than a near-term recommendation. The same pattern may affect vendor coordination, post-event billing, or staffing workflows, but this report only studied enough evidence to recommend action on inquiry routing and event intake first.

06 · Business Case / Decision Frame

Business Case / Decision Frame

Weekly time signal8-12 hours/week
Hourly value signal$150/hour
Gross monthly value$5,220-$7,830

The evidence supports a pilot-first decision. The time signal is meaningful: 8-12 hours per week at $150/hour creates a weekly gross value signal of $1,200-$1,800 and a monthly gross value signal of $5,220-$7,830. That is large enough to justify action, but not enough to skip the proof step. The report can see the burden and the tool stack; it cannot yet see exact form volume, event-type variation, vendor costs, user permissions, or how much rework will remain after the first workflow is standardized.

The tool-cost posture is likely modest for a first pilot using Tally, Airtable, and Zapier, but exact pricing and plan limits still need review. ROI is plausibly favorable if the pilot removes repeated intake, manual copying, and delayed first-response work. A bespoke operations system could still be commercially justified, but only if the off-the-shelf path cannot create the control Starlight needs without excessive workaround complexity.

The value estimate is directionally useful for deciding whether to pilot, not yet a final net ROI calculation. The financial model should be tightened after Starlight measures one pilot month, records time spent before and after, confirms tool pricing, and decides whether the remaining exceptions are better handled through workflow rules or a bespoke build.

07 · Next Decisions

Next Decisions

Confirm the pilot path.

Use Tally for structured event intake and Airtable as the event operating record from the start.

Assign one owner for inquiry-to-event routing.

One person needs authority to define required fields, first-response ownership, handoff timing, and the event packet rule.

Set the bespoke-build trigger.

Decide what result would justify scoping a bespoke Starlight operations system, so custom work enters the conversation only after the off-the-shelf path has been tested.