Managing multiple leads

There are so many moving parts to an event and it is easy to lose track of potential sponsors, exhibitors, partners and attendees. How can you ensure you and your team manage leads well to ensure your event is a success? In this episode: Takeaway: You can now put into place a workflow for managing…
Lee Matthew Jackson

Lee Matthew Jackson

February 19, 2020

There are so many moving parts to an event and it is easy to lose track of potential sponsors, exhibitors, partners and attendees. How can you ensure you and your team manage leads well to ensure your event is a success?

In this episode:

  • Defining the lead type
    • Attendee
    • Sponsor
    • Exhibitor
    • Partner
    • And so on
  • Document
    • How you will track
    • Your workflows
      • Activities
      • Workflow
      • Funnels
    • Responsibilities
  • Our lead funnel
  • Our lead workflow
    • Record and attribute
    • Set a follow up action
    • Review regularly
  • Recommended apps
    • CRM
      • Salesforce
      • Zoho
    • Calendar
    • Excel

Takeaway: You can now put into place a workflow for managing enquiries, and a system for monitoring your progress.

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Speakers

Lee Matthew Jackson

Lee Matthew Jackson

Event Engine