Plan-it Satisfaction

What Plan-it Satisfaction does

Plan-it Satisfaction is a privately-held, founder-led event planning and meeting management services firm headquartered in San Antonio, Texas, founded in 2006 (with firmographic data also indicating 1997 as an alternate founding reference). The company delivers end-to-end professional event services — including full project management, registration and housing, food and beverage coordination, event technology (virtual/hybrid events, video, mobile apps, AV), talent and entertainment, budget and financial management, marketing services, and association management — to corporate clients and professional/medical associations across the United States, with particular depth in medical societies, CME-accredited conferences, and product theater presentations. Service delivery is customized per engagement, itemized or bundled to client requirements, with quote-based pricing and multi-year contract billing cadence.

The business operates with a small core team (1-10 per firmographics, with five named management roles including President/Owner Monique Ochoa, VP Sales & Marketing Dane Pratt, VP Operations Stephen Quick, Meeting Manager Karen Lee, and external Marketing Consultant Lydia McAfee of Seven Impressions). GTM is sales-led via a website Request-for-Proposal form, direct phone outreach (210.764.5272), and Schedule Now online booking, with a stated reliance on returning customers and referrals rather than outbound demand generation. There is no proprietary technology platform, mobile app, API, or disclosed AI capability; the underlying 'tech stack' is effectively standard small-business web infrastructure (GoDaddy/WSImg) plus third-party event production tools delivered as part of services. Revenue is professional-services-fee-based with no disclosed figures, no external investors, no funding rounds, no M&A history, and no patents, awards, or strategic partnerships on record.

Name

Plan-it Satisfaction

Legal name

Plan-it Satisfaction

Website

https://planitsatisfaction.com

Company type

Private

Founded year

2006

Operating status

Operating

Headcount range

1–10 employees

Short description

Plan-it Satisfaction is a San Antonio-based, founder-led event planning and meeting management firm delivering end-to-end conference, association management, and event technology services to corporate clients and medical societies across the United States.

Ownership category

akta.pro rank

Product category

Event Management Services

NAICS

Convention and Trade Show Organizers (56192), Convention and Trade Show Organizers (561920), Business Associations (813910)

SIC

Services-Membership Organizations (8600), Services-Amusement & Recreation Services (7900)

akta.pro industry

PRIMARYHSACAAAA

Full-Service Event Planning & Production

Home & Personal Services/Event & Personal Concierge Services/Event Planning & Coordination

Keywords

• Event planning services
• Conference management
• Association management
• Meeting planning
• Corporate event services

Headquarters

HQ city

San Antonio

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Event Planning Services: Full-service event planning and meeting management fees. Services are customizable and can be itemized or bundled comprehensively. Revenue derived from project-based professional services for corporate meetings, conferences, and association management.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Plan-it Satisfaction plans and manages corporate meetings, conferences, product theaters, and fundraising events, and provides full association management for professional and non-profit organizations. Services span end-to-end event delivery including project management, venue sourcing, registration and housing, food and beverage, event technology, talent and entertainment, budget and financial management, and marketing.

Product overview

Plan-it Satisfaction is an event planning and meeting management services company offering comprehensive conference organization services for corporate and medical society clients. Their portfolio includes Event Planning Services (Full Project Management, Event Project Management, Registration & Housing, Food & Beverage, Event Technology, Talent and Entertainment, Budget & Financial Management, and Marketing) and Association Management Services. These services work together to provide end-to-end conference planning, from strategic planning and venue selection through execution, registration, audiovisual support, and post-event management.

Differentiator

Problem solved

Functional benefit

Products and services

• Full Project Management Comprehensive management of all aspects of meetings and events from inception to conclusion, including planning, coordination, and execution, delivered for corporate and association clients.
• Event Project Management Project management encompassing association management, event schedule and agenda design, venue sourcing, site inspection, contract negotiations, contingency planning, graphic design, and event concept theming for meetings and conferences.
• Registration & Housing Services Online event registration, attendee data management, travel management, ground transportation, hotel accommodations, rooming list management, and function space management for conferences and meetings.
• Food & Beverage Services Menu planning and catering coordination for events and conferences, delivered as part of full-service event execution.
• Event Technology Virtual and hybrid event production, video production, motion graphics, photography, mobile event and conference apps, and audiovisual management and production.
• Talent and Entertainment Offsite events, tours, activities, excursions, team building, speaker management, honorarium payments, and expense reimbursements as part of event programming.
• Budget & Financial Management Budget preparation, itemized reconciliation, dine-arounds, onsite staffing, event surveys, custom awards, recognition events, corporate gifting, promotional products, and branded apparel.
• Marketing Services Teaser campaign coordination, marketing strategies, social media graphic creation, website design, and promotional materials supporting client events and association programs.
• Association Management Services Comprehensive oversight of professional or non-profit organization operations including strategic planning, financial management, membership engagement, governance, program management, communications, advocacy, education, technology management, and partnerships.

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• SmithBucklin: Large association management and event planning firm serving professional and trade associations across the U.S. Highly comparable to Plan-it's association management and conference services for medical and professional society clients.
• Association Management Center: Association management company providing full-service management for medical and professional societies. Direct competitor in the association management space, particularly for medical society clients.
• ConferenceDirect: Meeting planning and hotel sourcing company providing venue sourcing, registration, and full meeting management services. Comparable peer in scope of meeting management services for corporate and association clients.
• HelmsBriscoe: Hotel sourcing and meeting planning services company specializing in venue sourcing, contract negotiation, and meeting management for corporate and association clients. Directly comparable service offering to Plan-it's venue sourcing and hotel contract negotiation.
• Meeting Expectations: Full-service event management and association management firm serving associations and corporations. Directly comparable to Plan-it Satisfaction in service scope and target client base.

Others

• American Society of Association Executives (ASAE): Professional membership association for the association management industry, providing training, certification (CAE), and resources. Not a direct competitor but a relevant ecosystem player for Plan-it's association management business.

Broad incumbents

• Maritz Global Events: Large corporate event management and incentive travel provider. Overlaps with Plan-it's corporate meetings and conference planning, but operates as a broad incumbent with significantly larger portfolio and resources.
• MCI Group: Global events and association management firm offering meetings, conferences, and association services worldwide. Comparable business model and client base to Plan-it Satisfaction, but at much larger scale and broader geographic footprint.

Emerging players

• Bizzabo: Event experience platform providing event management software, registration, and analytics. Represents the technology-enabled approach to event management that competes with traditional services-led firms like Plan-it Satisfaction.
• Cvent: Event management technology platform offering registration, venue sourcing, and event marketing software. A technology-enabled competitor and potential channel partner that overlaps with Plan-it's registration and venue sourcing services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plan-it Satisfaction