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Details MATTER.

You can't wing this thing. Well you could, but it won't work. Luckily, we've done all of the hard work for you.



Be Organized...It's IMPORTANT!


If you have a CRM you are used to, you are ahead of the game. If not, don't worry, you're not too far behind. Create a spreadsheet and save it in a safe place. Here you will store all of the information you gather from the responders and attendees (remember, you may have no-shows, but that doesn't mean you can't still market to them). Contact information, interests, financials, goals, and referrals are going to be handed to you and are crucial in making a creative and effective solution for your new clients.


Set up your automated marketing portal. With a push of a button, you will be able to follow up with your prospects digitally with enticing pre-written emails and attractive social posts that are designed to nurture the new relationship and motivate the clients to take action. You will want to have this set up before your event so the transition is immediate and momentum is not lost after your event.


Practice your presentation. You owe it to yourself to make the most out of your investment. With practice comes confidence and with confidence comes clients.


 

GET EXCITED WHEN...


You get your first RSVP! You will get an email and will then have access to log into your portal. Feel free to google the names and addresses of attendees to see if you can gather any preliminary information to help you get to know your audience.


 

BUT LOOK OUT FOR...


Repeat offenders. If they are a good prospect, you can allow them to attend twice. But, if you think they are taking advantage of your kind offer to buy them dinner, call and politely tell them the offer is for new guests only and let them know they are welcome to come in for a one on-one appointment instead.


 

AND BE SURE TO...


Call the responders. You'll want to call them the day they register to confirm their spot and the day before the event to confirm their attendance. It is always best to suggest they get there early so you can be sure to start on time.

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