Planning Assistant — from a vague idea to a real plan, fast.
Tell it your goal, team size and date, and it helps shape the right experience — a quick, guided way to get from “we should do something” to a plan we can build.
Answer a few questions, get a direction.
The assistant walks you through what you’re trying to achieve, how many people, when and where — then suggests the formats and approach that fit, and pulls it into a brief. It’s the fastest way to scope something without a long back-and-forth.
From there, a real person takes over to design and run it.
A few ways to run it.
Guided Planner
A few simple questions that turn a fuzzy need into a clear starting point.
Recommendations
Suggested formats and approaches matched to your goal and group.
Quick Brief
Your answers, pulled into a brief our team can build from.
Goal Matcher
Start from the outcome you want and work back to the right experience.
The easy way to get started.
- Removes the blank page. A few questions beat staring at ‘what should we even do?’
- Fast scoping. From idea to a real direction in minutes, not meetings.
- Matched to your goal. Recommendations based on what you’re actually trying to achieve.
- Hands off to humans. It scopes; our team designs and runs the real thing.
From first call to final report.
A clear path, every time — no scramble on the day.
We measure before
BeamDiagnostic™ sets the starting point across eight dimensions.
The app powers the day
Everyone on one screen — scores, schedule, missions, live.
We re-check the team
Pulse™ and Trace™ at Day 14, 30 and 60.
You see the trend
BeamScore™ movement in an Impact Report™, on your dashboard.
Especially good when…
Busy organisers
People who want to start without a long process.
First-timers
Anyone unsure which experience fits.
Quick turnarounds
When you need a direction fast.
Goal-led planners
Starting from an outcome, not a format.
This is the proof engine itself. The Platform is how a fun day becomes evidence — baseline, follow-up at Day 14/30/60, and a BeamScore™ you can show leadership. See the method →
About Planning Assistant
Is this just a chatbot?
It’s a guided way to scope your need quickly — but a real person always takes over to design and run the experience.
Does it give a price?
It helps shape the brief; pricing comes from our team once we understand the plan. We keep that conversation direct and honest.
Can I skip it and just talk to someone?
Of course — the Plan an experience button goes straight to us. The assistant is just a faster on-ramp for those who want it.
How accurate are the recommendations?
They’re a strong starting point; our team refines them with you into the right final plan.
Want a quick way to scope your next experience?
Tell us what you’re trying to fix or celebrate, and we’ll design the experience around it. No hard sell — just a real conversation about your team.