Running an effective client seminar

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Running an effective client seminar
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Use this checklist to ensure your client seminar
runs smoothly
ltInsert name of workshopgt
Activity Responsibility Completed by Comments
Identify your target market Consider the following Existing clients or new clients? Age group? Occupation categories? High net worth/medium net worth? Life stage? Small business owners? Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Decide your seminar topic Consider the following Specific topics Delivery order of presentation topics Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Select a date and time Consider the following Tuesdays Thursdays are generally the best days Avoid weekends and public holidays Avoid school holidays Avoid Christmas and Easter holiday periods Avoid dates that conflict internally Avoid major sporting events Avoid election days Avoid local events Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date)
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Seminar checklist
Activity Responsibility Completed by Comments
Decide the seminar venue Consider the following Branch Conference centre Local club Restaurant Hall or community centre Parking and public transport Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Decide on a format for your target market Consider the following Breakfast Lunch Dinner Morning/afternoon tea Evening drinks Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Confirm logistics Consider the following Confirm agenda Seating arrangements, U shape, Circular tables (known as cabaret) or rows (known as theatre) Ensure the venue will supply water, notepads and pens Confirm if a lectern is required Confirm AV and equipment requirements Plan menu (ensure vegetarian options) Plan food service start and finish time Ensure the venue sets up a registration table Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date)
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Seminar checklist
Activity Responsibility Completed by Comments
Organise marketing material Consider the following Invitation and envelopes Work books, brochures and other seminar material Take home packs inc brochures Feedback forms Local newspaper advertising Branded giveaways Signage for the venue Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Staff training Consider the following Answers to common questions Key prospect information to obtain Overview of seminar How to handle objections Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Send invitations Consider the following Mail E-mail Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date)
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Seminar checklist
Activity Responsibility Completed by Comments
Check supplies Consider the following Supplies of marketing material Sign-in list Printed name cards and blank spares Pens and pencils Business cards Feedback forms Supplies of take home packs Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Rehearsal Consider the following Ask a colleague to provide feedback Get your staff involved by acting as participants Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date)
Final preparation Consider the following Send confirmation e-mail or SMS 2 days before Confirm final catering with the venue Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date)
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