Live in San Francisco: Clerk Chat's product unveiling

To celebrate a major product milestone, Clerk Chat brought together 90 customers, partners, and members of their product team for a one-day launch event at The Pearl, a modern venue nestled in San Francisco’s Dogpatch district. The goal? Unveil the latest product update, get first impressions in-person, and build momentum with their community.

Quality over quantity, by design

From the industrial-chic backdrop to the no-frills schedule, the event echoed Clerk Chat’s core product values of efficiency and innovation with a human touch. Guests arrived to welcome snacks, followed by a live product demo, founder Q&A, and a casual networking reception.

High impact, low effort—thanks to Planned

Planned’s event sourcing support helped Clerk Chat turn ideas into execution with significant savings in time and cost:

• $6,200 saved through strategic venue negotiations, AV inclusions, and furniture rentals
• 26 hours saved by offloading sourcing, contracting, attendee management, and survey collection
• 4 key suppliers booked through one streamlined platform: venue, catering, AV, and gifting

The tools that made it happen

• Proposal comparison table
• Payment facilitation
• Contracting support
• Attendee management
• Event portal
• Post-event survey

The outcome

With an attendee rating of 9.3/10, the launch delivered on its promise. The event didn’t just generate buzz—it laid the groundwork for the next one, which Clerk Chat went on to book through Planned.

Planning your next event?

Let Planned take care of the sourcing, contracting, and payments—so you and your team can focus on what matters most. Talk to our team →