The document outlines the training agenda for account managers to prepare for the AMA Marketers Networking Gala, focusing on cold calling, invitation emails, follow-up procedures, and post-event communication. The event aims to connect companies with CSUF marketing students through networking and a marketing case competition scheduled for March 9th. Important steps include timely communication with potential attendees and expressing gratitude after the event.

1. Account Manager Training
Provided by Perry

2. Agenda
1. Cold calling
2. Invitation email
3. Follow-up until event day
4. Before event day
5. After event

3. Step 1. Cold Calling - Refer to #1 training
Best time to call
• Mon: 1.30-4PM
• Tue/Wed/Thur: 9-11.30AM and 1.30-4PM
• Friday: 9-11.30AM
• Please don’t call on weekend :”)

4. Event Name: AMA Marketers Networking Gala
Objective: connect between companies and CSUF marketing students.
Attendees: 10 companies; open to AMA members (150+) & all CSUF students
Event format: networking + marketing case competition.
Each company will contribute a case study for the competition.
Time: Wednesday, March 9th, from 6PM - 9PM
Location: TBD
This is a FREE event - but we’ll attach sponsorship package :”)
WHY COME? Meet talented marketing students, share their jobs/internship opportunities and find the right
candidates for their company
If they can’t make it to the Gala → Offer them other opportunities: Company tour; Speaker event; …
Refer to some notes while you’re calling

5. Step 2. Invitation email
• Based on email sample - Keep the same contents!
• Use your own words!
• Repeat some special contents you talked on the phone
• Attach 2 files: Case sample + Sponsorship package
• Send within 2 hours from your call

7. Step 3. Follow-up until event day
REMEMBER: NO FIXED FORMAT !!!
• Be responsive - Reply within a day
• Try to call their name (but no more than 2 times in an email)
• Update them frequently (Ex: location)
• If they don’t reply after 1 week → send a friendly remider
• Always CC :”)

10. Step 4. Before Event day
The day before event
• Send them parking information.
• Attach map
• Give them your number
Setting up before event
• Before event: guide them to the event room

12. Step 5. After the event
Thank-you card
• Write a Thank-you card and give them after the Gala
• With a big smile and a big hug :”)
Thank-you email
• Write a Thank-you email for them at March 9’s night!
• Remind them of what they did for us & how we appreciate their involvement.
• Send them their professional photos at the Gala
• Make it a personal conversation! This email is personal and you don’t need to CC
me and Nick

14. --- Last note ---
Read each email twice before sending out :”)