Rusty Smith, Professional Facilitator for the Alternative Board of Houston presents a detailed view of his systematic method of marketing at the 2008 TAB Facilitators Conference in Denver, Colorado, USA.
The document provides guidance on effective meetings. It discusses preparing for meetings by clearly identifying objectives, deciding who should attend, and creating an agenda. It also covers staying focused on the topic, beginning and ending on time, and having the proper physical environment. The document notes that meetings should be held to make decisions, analyze problems, plan, share information, and review progress. It also identifies different types of meetings and reasons why meetings may fail, such as lack of preparation, unclear purpose, poor communication, and not making decisions.
Presentasi Manajemen Rapat yang Efektif Oleh Bpk. Arif Nugroho, yang disampaikan saat acara Pelatihan Dasar Kepemimpinan Mahasiswa Perguruan Tinggi Pertiwi 18 Oktober 2014.
http://kampus-pertiwi.blogspot.com/
This document provides guidance on facilitating effective meetings. It discusses the roles of meeting facilitators and participants. Facilitators should manage the agenda and discussion, while participants should actively listen and take notes. The document also outlines best practices for meeting preparation, such as defining objectives, determining attendees, and developing an agenda. During meetings, facilitators should ask clear questions to guide discussion, observe non-verbal cues, and recap action items at the end. Parking lot techniques and breaks can help manage distractions. Overall, the document stresses the importance of preparation, active participation, and follow-through for successful meetings.
The document discusses various aspects of corporate governance including:
1. The history and key concepts of corporate governance such as the separation of ownership and control.
2. The roles of boards of directors, accountants, banks, creditors, shareholders and regulations in ensuring good corporate governance.
3. Emerging issues like the Sarbanes-Oxley Act and reforms in the Philippines.
3 Powerful Marketing and Sales Alignment Strategies for Successful Business O...Marketo
Feel like you know Marketing and Sales alignment is important, but your organization just isn't quite nailing it yet? Join Heidi Bullock, GVP of Global Marketing at Marketo, to learn proven, practical tips for how to make it work and make it last. We will cover how you can leverage technology (like marketing automation), vetted processes, and other tips to help your teams work together more effectively and efficiently.
Increase AUM with Marketing Automation Part 3: Marketing Analytics to Prove ROIMarketo
For too long, financial services marketing departments have been seen as a cost center. It's time to prove—and improve—marketing's contribution to the bottom line using marketing automation and metrics that matter. Watch "Increase Assets Under Management with Marketing Automation: Marketing Analytics to Prove ROI" to learn how leveraging marketing automation can help you prove ROI on marketing programs and grow AUM.
How to improve your control over the sales processSalesScripter
Do you feel like you are following up with prospects that don’t respond? Or that you should be closing more of the prospects that you meet with?
If so, you should view this slide deck on “How to Improve Your Control Over the Sales Process” where we will outline the sales process stages and goals that you should take prospects through.
If you adopt some of the concepts that we will present in this session, you will:
Establish conversations easier
Generate more leads
Improve the quality of leads that you produce
Have more clarity around what to do next
Make a better impression
Improve relationships and rapport with prospects
Improve your close rate
How to Create a Holistic Social Media Content & Ads Strategy That Delivers Results in 2019. Everyone is talking about social media. How do you differentiate yourself? How do you create a social media strategy that not only attracts new customers but helps you increase lifetime value? You could be either better (optimize existing channels) or different (find new opportunities). In this master class, we will be going through a process on how to approach social media to be able to sustain results over the long-term, from strategy to tactics, in order to differentiate yourself from your competition.
The document provides guidance on effective meetings. It discusses preparing for meetings by clearly identifying objectives, deciding who should attend, and creating an agenda. It also covers staying focused on the topic, beginning and ending on time, and having the proper physical environment. The document notes that meetings should be held to make decisions, analyze problems, plan, share information, and review progress. It also identifies different types of meetings and reasons why meetings may fail, such as lack of preparation, unclear purpose, poor communication, and not making decisions.
Presentasi Manajemen Rapat yang Efektif Oleh Bpk. Arif Nugroho, yang disampaikan saat acara Pelatihan Dasar Kepemimpinan Mahasiswa Perguruan Tinggi Pertiwi 18 Oktober 2014.
http://kampus-pertiwi.blogspot.com/
This document provides guidance on facilitating effective meetings. It discusses the roles of meeting facilitators and participants. Facilitators should manage the agenda and discussion, while participants should actively listen and take notes. The document also outlines best practices for meeting preparation, such as defining objectives, determining attendees, and developing an agenda. During meetings, facilitators should ask clear questions to guide discussion, observe non-verbal cues, and recap action items at the end. Parking lot techniques and breaks can help manage distractions. Overall, the document stresses the importance of preparation, active participation, and follow-through for successful meetings.
The document discusses various aspects of corporate governance including:
1. The history and key concepts of corporate governance such as the separation of ownership and control.
2. The roles of boards of directors, accountants, banks, creditors, shareholders and regulations in ensuring good corporate governance.
3. Emerging issues like the Sarbanes-Oxley Act and reforms in the Philippines.
3 Powerful Marketing and Sales Alignment Strategies for Successful Business O...Marketo
Feel like you know Marketing and Sales alignment is important, but your organization just isn't quite nailing it yet? Join Heidi Bullock, GVP of Global Marketing at Marketo, to learn proven, practical tips for how to make it work and make it last. We will cover how you can leverage technology (like marketing automation), vetted processes, and other tips to help your teams work together more effectively and efficiently.
Increase AUM with Marketing Automation Part 3: Marketing Analytics to Prove ROIMarketo
For too long, financial services marketing departments have been seen as a cost center. It's time to prove—and improve—marketing's contribution to the bottom line using marketing automation and metrics that matter. Watch "Increase Assets Under Management with Marketing Automation: Marketing Analytics to Prove ROI" to learn how leveraging marketing automation can help you prove ROI on marketing programs and grow AUM.
How to improve your control over the sales processSalesScripter
Do you feel like you are following up with prospects that don’t respond? Or that you should be closing more of the prospects that you meet with?
If so, you should view this slide deck on “How to Improve Your Control Over the Sales Process” where we will outline the sales process stages and goals that you should take prospects through.
If you adopt some of the concepts that we will present in this session, you will:
Establish conversations easier
Generate more leads
Improve the quality of leads that you produce
Have more clarity around what to do next
Make a better impression
Improve relationships and rapport with prospects
Improve your close rate
How to Create a Holistic Social Media Content & Ads Strategy That Delivers Results in 2019. Everyone is talking about social media. How do you differentiate yourself? How do you create a social media strategy that not only attracts new customers but helps you increase lifetime value? You could be either better (optimize existing channels) or different (find new opportunities). In this master class, we will be going through a process on how to approach social media to be able to sustain results over the long-term, from strategy to tactics, in order to differentiate yourself from your competition.
Startup Metrics for Pirates (Foo Camp 2008)Dave McClure
The document discusses key metrics for startups across different stages: acquisition, activation, retention, referral, and revenue (AARRR model). It provides examples of metrics to track for each stage like visits, time on site, email opens for activation and retention. It also discusses tools to measure different channels and optimize for conversions at each stage of the customer lifecycle.
Mather Disciplined Pricing Approach For Banking Summarydfischer
This document discusses developing a disciplined pricing approach for banks. It outlines an 8-phase process: 1) Review bank strategy and pricing implications, 2) Review regulatory constraints, 3) Develop pricing strategies, 4) Build a database and pricing model, 5) Develop preliminary pricing tactics, 6) Test and refine pricing tactics, 7) Implement pricing guidelines, and 8) Measure and track results. The goal is to help banks maximize revenue and profitability through strategic pricing when new regulations eliminate some bank fees. Advanced analytics are used to understand customer behavior and optimize prices.
This document discusses best practices for putting together a successful online webinar. It covers topics like promotion, registration, post-event follow up, and hosting systems. Promotion is important and should start 5-6 weeks before the event to build buzz on social media and through email newsletters. Registration should be easy to find and complete, only requesting necessary information. Post-event, organizers should thank attendees, review data, and send a survey to collect feedback.
Oliver Elliott, Boden - using TagMan path to conversion data to drive custome...TagMan
The document discusses optimizing marketing paths to conversion. It talks about how traditional attribution models don't work well for optimization because they are not customer-focused. It introduces the concept of path to conversion data, which tracks customer journeys across multiple channels and touchpoints. This allows identifying successful marketing combinations and sequences that drive conversions.
How to Create a Holistic Social Media Content & Ads Strategy That Delivers Results in 2019. Everyone is talking about social media. How do you differentiate yourself? How do you create a social media strategy that not only attracts new customers but helps you increase lifetime value? You could be either better (optimize existing channels) or different (find new opportunities). In this master class, we will be going through a process on how to approach social media to be able to sustain results over the long-term, from strategy to tactics, in order to differentiate yourself from your competition.
The quarterly report summarizes the PresenTense Institute's accomplishments and upcoming events. Key milestones included forming a steering committee, developing marketing materials, and recruiting fellows. The institute also began planning the Jerusalem Fellowship program. Upcoming events focus on continuing recruitment and admissions, finalizing the Jerusalem Fellowship curriculum, and providing support for past fellows.
Metrics that Matter: New Autotask Performance DashboardsAutotask
What if you could instantly see every aspect of your service desk operation at a glance? - What if you knew exactly where the bottlenecks were, down to the exact days of the week and types of services? - What if you could assess your sales pipeline the same way and fine tune your sales performance at the staff and opportunity level? - What if you knew at a glance exactly which products, services and clients are your most profitable – and could adjust your offerings accordingly? Your data is only as good as your ability to take action, improve productivity and profitability, and demonstrate your impact to your clients.
This special session will demonstrate a new suite of performance management and reporting dashboards that let you visualize your business data. See how you can instantly drill into your core metrics for the insight you need to refine and improve your service delivery, build more predictable revenue streams and increase your profitability.
[Presenter: Tom Teta, Autotask]
How to make simple automation work for your business webinarInTouch
This document outlines how sales and marketing automation works and provides examples. It discusses considering goals, messaging, process, and review when setting up automation. It then gives examples of how a home remodeling company called Unreal Homes uses automation for brochure requests, quotations, event registrations, and service reminders. The automation adds contacts to campaigns and groups, sends emails, and creates tasks to follow up with leads throughout the sales process.
In part 2 of the Copernicus Marketing Planning 3.0 webcast series, Eric Paquette describes how marketers can and should evaluate their marketing strategy using a simulation approach to marketing mix optimization. The slides from his presentation offer suggestions for how to embed strategic elements such as targeting, positioning, and communications planning into a virtual marketplace in order to forecast the effects.
Optimizing lead generation to get better results Brian Carroll
If your lead generation is focused on lead capture and not on lead optimization, you're missing out on revenue. The fastest way to improve your account based marketing and lead generation results by doing better with the leads you already have. Learn a data-driven approach to optimizing your leads that include list segmentation, lead qualification,testing timing, improving sales and lead nurturing.
Introduction to benefits mapping webinar
Monday18 December 2017
presented by Judge Matharu, Benefit realisation practitioner
hosted by Sarah Harries, APM Benefits Management SIG committee member
The link to the write up page and resources of this webinar
https://www.apm.org.uk/news/introduction-to-benefits-mapping-webinar/
Strengthen your knowledge
http://bit.ly/apmbenefits
Twitter
#apmbenefits
@apmbmsig
This document discusses marketing evaluation and control for events. It introduces key concepts like marketing control processes, cycles, and tactical metrics for evaluating different marketing activities. Examples of operational controls are presented, like sales analysis and cost/profitability analysis. Financial controls like budgeting and cash flow management are also covered. The importance of scheduling tasks using project management tools like Gantt charts is highlighted. Overall, the document emphasizes the importance of evaluation and control for marketing programs and provides templates and examples to aid in measurement and budgeting.
If you're wondering what all the chirp is around Twitter...you've come to the right place. The new social media phenomenon has swept the nation and left many businesses in the dark. During this webinar, you will learn how to use Twitter for business. We will unveil a solution to manage your corporate twitter accounts through a platform called CoTweet, which helps companies reach and engage customers using Twitter like never before.
Creating a Social Media Marketing Machine - Process > IdeasCatalin Matei
Did you ever implement some great ideas only to lose track of what happened and without getting real momentum? Or do you have a backlog of 100's of ideas but no real way to implement them and know what's going on?
This is a very deep issue in the social media marketing world. People tend to pay too much attention to great ideas rather than paying attention to the underlying processes that make up good outcomes with time - a principle-based approach.
This one is for all the social media and marketing managers and executives out there and it's born out of a lot of sweat and tears alongside a lot of lessons learned from spending millions in advertising.
Pricing strategies
Week 9 of 13 of the 2007 Internet Marketing Course. Content is based in part on Dann, S and Dann S 2004 Strategic Internet Marketing 2.0, Milton: Wiley. Diagrams taken from the Dann and Dann text are copyright to their respective copyright holders.
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Mather Disciplined Pricing Approach For Banking Summarydfischer
This document discusses developing a disciplined pricing approach for banks. It outlines an 8-phase process: 1) Review bank strategy and pricing implications, 2) Review regulatory constraints, 3) Develop pricing strategies, 4) Build a database and pricing model, 5) Develop preliminary pricing tactics, 6) Test and refine pricing tactics, 7) Implement pricing guidelines, and 8) Measure and track results. The goal is to help banks maximize revenue and profitability through strategic pricing when new regulations eliminate some bank fees. Advanced analytics are used to understand customer behavior and optimize prices.
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The document discusses optimizing marketing paths to conversion. It talks about how traditional attribution models don't work well for optimization because they are not customer-focused. It introduces the concept of path to conversion data, which tracks customer journeys across multiple channels and touchpoints. This allows identifying successful marketing combinations and sequences that drive conversions.
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The quarterly report summarizes the PresenTense Institute's accomplishments and upcoming events. Key milestones included forming a steering committee, developing marketing materials, and recruiting fellows. The institute also began planning the Jerusalem Fellowship program. Upcoming events focus on continuing recruitment and admissions, finalizing the Jerusalem Fellowship curriculum, and providing support for past fellows.
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What if you could instantly see every aspect of your service desk operation at a glance? - What if you knew exactly where the bottlenecks were, down to the exact days of the week and types of services? - What if you could assess your sales pipeline the same way and fine tune your sales performance at the staff and opportunity level? - What if you knew at a glance exactly which products, services and clients are your most profitable – and could adjust your offerings accordingly? Your data is only as good as your ability to take action, improve productivity and profitability, and demonstrate your impact to your clients.
This special session will demonstrate a new suite of performance management and reporting dashboards that let you visualize your business data. See how you can instantly drill into your core metrics for the insight you need to refine and improve your service delivery, build more predictable revenue streams and increase your profitability.
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How to make simple automation work for your business webinarInTouch
This document outlines how sales and marketing automation works and provides examples. It discusses considering goals, messaging, process, and review when setting up automation. It then gives examples of how a home remodeling company called Unreal Homes uses automation for brochure requests, quotations, event registrations, and service reminders. The automation adds contacts to campaigns and groups, sends emails, and creates tasks to follow up with leads throughout the sales process.
In part 2 of the Copernicus Marketing Planning 3.0 webcast series, Eric Paquette describes how marketers can and should evaluate their marketing strategy using a simulation approach to marketing mix optimization. The slides from his presentation offer suggestions for how to embed strategic elements such as targeting, positioning, and communications planning into a virtual marketplace in order to forecast the effects.
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Introduction to benefits mapping webinar
Monday18 December 2017
presented by Judge Matharu, Benefit realisation practitioner
hosted by Sarah Harries, APM Benefits Management SIG committee member
The link to the write up page and resources of this webinar
https://www.apm.org.uk/news/introduction-to-benefits-mapping-webinar/
Strengthen your knowledge
http://bit.ly/apmbenefits
Twitter
#apmbenefits
@apmbmsig
This document discusses marketing evaluation and control for events. It introduces key concepts like marketing control processes, cycles, and tactical metrics for evaluating different marketing activities. Examples of operational controls are presented, like sales analysis and cost/profitability analysis. Financial controls like budgeting and cash flow management are also covered. The importance of scheduling tasks using project management tools like Gantt charts is highlighted. Overall, the document emphasizes the importance of evaluation and control for marketing programs and provides templates and examples to aid in measurement and budgeting.
If you're wondering what all the chirp is around Twitter...you've come to the right place. The new social media phenomenon has swept the nation and left many businesses in the dark. During this webinar, you will learn how to use Twitter for business. We will unveil a solution to manage your corporate twitter accounts through a platform called CoTweet, which helps companies reach and engage customers using Twitter like never before.
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Did you ever implement some great ideas only to lose track of what happened and without getting real momentum? Or do you have a backlog of 100's of ideas but no real way to implement them and know what's going on?
This is a very deep issue in the social media marketing world. People tend to pay too much attention to great ideas rather than paying attention to the underlying processes that make up good outcomes with time - a principle-based approach.
This one is for all the social media and marketing managers and executives out there and it's born out of a lot of sweat and tears alongside a lot of lessons learned from spending millions in advertising.
Pricing strategies
Week 9 of 13 of the 2007 Internet Marketing Course. Content is based in part on Dann, S and Dann S 2004 Strategic Internet Marketing 2.0, Milton: Wiley. Diagrams taken from the Dann and Dann text are copyright to their respective copyright holders.
Similar to Rusty Conference Presentation Summer 2008 (20)
22. Activity Series - GIM Call Wednesday, August 13, 2008 10 minutes Send date to facilitators Email Monday, September 08, 2008 10 minutes Send reminder to referral groups Call Wednesday, August 13, 2008 10 minutes Confirm date with host Email Monday, September 08, 2008 10 minutes Email reminder to pipeline invitees Call Wednesday, August 13, 2008 10 minutes Schedule Telemarketing Email Monday, September 08, 2008 10 minutes Email reminder to prospects To-do Wednesday, August 13, 2008 10 minutes Make sure database is up to date To-do Monday, September 08, 2008 10 minutes Sent list to telemarketers To-do Wednesday, August 13, 2008 10 minutes Tentatively schedule GIM To-do Friday, September 12, 2008 10 minutes Telemarketing begins To-do Thursday, August 14, 2008 10 minutes Confirm GIM date To-do Friday, September 12, 2008 10 minutes Begin confirmation process To-do Thursday, August 21, 2008 10 minutes Set up mailing list in Constant Contact Email Monday, September 15, 2008 10 minutes Send 2nd email reminder to prospects To-do Thursday, August 21, 2008 10 minutes Select invitees To-do Monday, September 15, 2008 10 minutes Assemble folders To-do Monday, August 25, 2008 10 minutes Order Marketing Material, if necessary Email Monday, September 15, 2008 10 minutes Send reminder to referral Groups To-do Monday, August 25, 2008 10 minutes Confirm a board member to attend Event Email Monday, September 15, 2008 10 minutes Send 2nd email reminder to pipeline invitees To-do Monday, August 25, 2008 10 minutes Select Pipeline Invitees To-do Friday, September 19, 2008 10 minutes Print directional signs, if needed To-do Monday, August 25, 2008 10 minutes Begin Printing Letters Call Friday, September 19, 2008 10 minutes Call host with preliminary headcount Email Monday, August 25, 2008 10 minutes Send "Save the Date" email to Pipeline invitees Call Monday, September 22, 2008 10 minutes Call host with final headcount Email Monday, August 25, 2008 10 minutes Send "Save the Date" email to prospects To-do Monday, September 22, 2008 10 minutes Send thank you card to all attendees To-do Thursday, August 28, 2008 10 minutes Finish printing letter To-do Monday, September 22, 2008 10 minutes Ensure all supplies are in GIM Bag To-do Friday, August 29, 2008 10 minutes Begin stuffing envelopes Meeting Monday, September 22, 2008 10 minutes GIM Email Monday, September 01, 2008 10 minutes Send announcement to referral groups To-do Monday, September 22, 2008 10 minutes Print name badges Email Monday, September 01, 2008 10 minutes Send invitation to pipeline invitees To-do Monday, September 22, 2008 10 minutes Print attendance sheets To-do Monday, September 01, 2008 10 minutes Select referral groups to send notice To-do Monday, September 22, 2008 10 minutes Finish Telemarketing Email Monday, September 01, 2008 10 minutes Send email invitations to prospect To-do Tuesday, September 23, 2008 10 minutes Call all GIM non-attendees To-do Friday, September 05, 2008 10 minutes Mail invitations To-do Tuesday, September 23, 2008 10 minutes Call all GIM attendees To-do Friday, September 05, 2008 10 minutes Finish stufing envelopes To-do Monday, September 29, 2008 10 minutes Update database
23. Activity Series - Sample Meeting Call Monday, June 30, 2008 10 minutes Send date to facilitators Email Thursday, July 24, 2008 10 minutes Email reminder to prospects Call Monday, June 30, 2008 10 minutes Confirm date with host Email Thursday, July 24, 2008 10 minutes Email reminder to pipeline invitees To-do Monday, June 30, 2008 10 minutes Confirm GIM date To-do Monday, July 28, 2008 10 minutes Begin confirmation process To-do Monday, June 30, 2008 10 minutes Tentatively schedule GIM Email Thursday, July 31, 2008 10 minutes Send 2nd email reminder to prospects To-do Monday, June 30, 2008 10 minutes Make sure database is up to date Email Thursday, July 31, 2008 10 minutes Send reminder to referral Groups To-do Monday, July 07, 2008 10 minutes Select invitees To-do Thursday, July 31, 2008 10 minutes Assemble folders To-do Monday, July 07, 2008 10 minutes Set up mailing list in Constant Contact Email Thursday, July 31, 2008 10 minutes Send 2nd email reminder to pipeline invitees To-do Tuesday, July 08, 2008 10 minutes Order Marketing Material, if necessary To-do Monday, August 04, 2008 10 minutes Print directional signs, if needed To-do Wednesday, July 09, 2008 10 minutes Select Pipeline Invitees Call Monday, August 04, 2008 10 minutes Call host with preliminary headcount Email Thursday, July 10, 2008 10 minutes Send "Save the Date" email to prospects To-do Tuesday, August 05, 2008 10 minutes Ensure all supplies are in GIM Bag Email Thursday, July 10, 2008 10 minutes Send "Save the Date" email to Pipeline invitees To-do Wednesday, August 06, 2008 10 minutes Print name badges To-do Thursday, July 10, 2008 10 minutes Confirm a board member to attend Event To-do Wednesday, August 06, 2008 10 minutes Print attendance sheets To-do Wednesday, July 16, 2008 10 minutes Select referral groups to send notice Call Wednesday, August 06, 2008 10 minutes Call host with final headcount Email Thursday, July 17, 2008 10 minutes Send email invitations to prospect Meeting Thursday, August 07, 2008 10 minutes GIM Email Thursday, July 17, 2008 10 minutes Send announcement to referral groups To-do Thursday, August 07, 2008 10 minutes Send thank you card to all attendees Email Thursday, July 17, 2008 10 minutes Send invitation to pipeline invitees To-do Friday, August 08, 2008 10 minutes Call all GIM non-attendees Email Thursday, July 24, 2008 10 minutes Send reminder to referral groups To-do Friday, August 08, 2008 10 minutes Call all GIM attendees To-do Thursday, August 14, 2008 10 minutes Update database
24. Act. Series – Workshop/Seminar To-do Friday, September 19, 2008 10 minutes Contact printer about prining postcards To-do Wednesday, October 15, 2008 10 minutes Send 1st reminder about workshop to prospects To-do Friday, September 19, 2008 10 minutes Send date of workshop to facilitators To-do Wednesday, October 15, 2008 10 minutes Mail 2nd postcard invitation to workshop To-do Friday, September 19, 2008 10 minutes Tentatively schedule workshop To-do Wednesday, October 15, 2008 10 minutes Send 1st reminder about workshop to board members To-do Friday, September 19, 2008 10 minutes Update Database To-do Wednesday, October 22, 2008 10 minutes Send 2nd reminder about workshop to pipeline invitees To-do Friday, September 19, 2008 10 minutes Confirm venue To-do Wednesday, October 22, 2008 10 minutes Assemble folders for workshop To-do Friday, September 19, 2008 10 minutes Select Topic To-do Wednesday, October 22, 2008 10 minutes Send 2nd reminder about workshop to referral groups To-do Monday, September 22, 2008 10 minutes Confirm workshop date To-do Wednesday, October 22, 2008 10 minutes Send 2nd reminder about workshop to board members To-do Monday, September 29, 2008 10 minutes Order marketing material, if needed To-do Wednesday, October 22, 2008 10 minutes Send 2nd reminder about workshop to prospects To-do Monday, September 29, 2008 10 minutes Print addresses on postcards To-do Wednesday, October 22, 2008 10 minutes Mail final postcard invitation to workshop To-do Monday, September 29, 2008 10 minutes Set up workshop invitees in Constant Contact To-do Monday, October 27, 2008 10 minutes Print directional signs to workshop if needed To-do Monday, September 29, 2008 10 minutes Select invitees to workshop To-do Monday, October 27, 2008 10 minutes Send final reminder about workshop to board members To-do Tuesday, September 30, 2008 10 minutes Select pipeline invitees for workshop To-do Monday, October 27, 2008 10 minutes Send final reminder about workshop to pipline invitees To-do Wednesday, October 01, 2008 10 minutes Mail postcard invitations to workshop To-do Monday, October 27, 2008 10 minutes Ensure all supplies for workshop are in GIM Bag To-do Wednesday, October 01, 2008 10 minutes Send "Save the date" email to prospects To-do Monday, October 27, 2008 10 minutes Send final reminderabout workshop to prospects To-do Wednesday, October 01, 2008 10 minutes Send "Save the date" email to pipeline invitees for workshop To-do Monday, October 27, 2008 10 minutes Provide preliminary headcount for workshop with venue To-do Wednesday, October 01, 2008 10 minutes Send "Save the date" email to board members To-do Tuesday, October 28, 2008 10 minutes Print name tags for all workshop attendees To-do Tuesday, October 07, 2008 10 minutes Select referral group for workshop To-do Tuesday, October 28, 2008 10 minutes Privide final headcount with workshop venue To-do Wednesday, October 08, 2008 10 minutes Send invitation to board members for workshop To-do Tuesday, October 28, 2008 10 minutes Print attendance sheets fo workshop To-do Wednesday, October 08, 2008 10 minutes Send invitation to prospects for workshop To-do Wednesday, October 29, 2008 10 minutes Send Thank You note to all attendees To-do Wednesday, October 08, 2008 10 minutes Send invitation to pipeline invitees for workshop To-do Wednesday, October 29, 2008 10 minutes Workshop/Seminar To-do Wednesday, October 08, 2008 10 minutes Mail 1st reminder postcard invitation to workshop To-do Thursday, October 30, 2008 10 minutes Call all non-attendees from workshop To-do Wednesday, October 08, 2008 10 minutes Send workshop announcement to referral groups To-do Thursday, October 30, 2008 10 minutes Call all attendees of workshop To-do Wednesday, October 15, 2008 10 minutes Send 1st reminder about workshop to Pipeline invitees To-do Wednesday, November 05, 2008 10 minutes Update database after workshop To-do Wednesday, October 15, 2008 10 minutes Send 1st reminder about workshop to referral groups