Running an effective client seminar

2

Activity Responsibility Completed by Comments

Identify your target marketConsider 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 topicConsider the following: Specific topics Delivery order of presentation topics

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Insert date(Should be completed 8 weeks before seminar date)

Select a date and timeConsider 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

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Insert date(Should be completed 6 weeks before seminar date)

Use this checklist to ensure your client seminar runs smoothly

<Insert name of workshop>

3

Activity Responsibility Completed by Comments

Decide the seminar venueConsider the following: Branch Conference centre Local club Restaurant Hall or community centre Parking and public transport

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Insert date(Should be completed 8 weeks before seminar date)

Decide on a format for your target marketConsider the following: Breakfast Lunch Dinner Morning/afternoon tea Evening drinks

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Insert date(Should be completed 8 weeks before seminar date)

Confirm logisticsConsider 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

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Insert date(Should be completed 6 weeks before seminar date)

Seminar checklist

4

Activity Responsibility Completed by Comments

Organise marketing materialConsider 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

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Insert date(Should be completed 8 weeks before seminar date)

Staff trainingConsider the following: Answers to common questions Key prospect information to obtain Overview of seminar How to handle objections

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Insert date(Should be completed 8 weeks before seminar date)

Send invitationsConsider the following: Mail E-mail

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Insert date(Should be completed 6 weeks before seminar date)

Seminar checklist

5

Activity Responsibility Completed by Comments

Check suppliesConsider 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)

RehearsalConsider the following: Ask a colleague to provide feedback Get your staff involved by acting as

participants

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Insert date(Should be completed 8 weeks before seminar date)

Final preparationConsider 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)

Seminar checklist