Concept
- Once a month event
- Round Tables will be hosted in MM office
- Lunch is provided after the workshop for those who want to stick around
- Breakfast sometimes if needed
- Food sponsor for each event (title, insurance, etc.)
- Giveaways to promote Alex Trevino
Pregame
- Immediately
- MP tell PJ:
- Details
- Estimated Headcount
- Sponsor
- PJ need to be there?
- EG create graphics and marketing materials
- PJ set up new RSVP in MailerLite
- PJ or Alex create cover page with QR code for event including:
- Sign-In
- Mortgage Mark Info (contact + social media)
- Speaker info (contact + social media)
- Sponsor info (contact + social media)
- Next meeting info
- Post-event survey
- MP tell PJ:
- 2-4 Weeks Before Event
- PJ send Attendee Email #1 – RSVP
- PJ send Sponsor Email #1 – Initial Ask
- 1 Week Before Event
- PJ send Attendee Email #2 – Reminder
- PJ send Sponsor Email #2 – Food Order & Headcount
- Chipotle – Work Anywhere Double Protein
- Velvet Taco – Taco Box
- Fajita Pete’s – Fajita Pack
- 2 Days Before Event
Gameday Checklist
- Set up check-in desk
- Name tags – different colors if applicable (green for LO’s, red for Realtors, etc.)
- Walk-In sheets with QR code to sign-in, contact info, and survey
- Pens / Sharpies
- Set up conference room
- Set up cameras (if applicable)
- Scratch paper
- Water bottles
- Speaker
- HDMI cord – check if it works
- Extension cords
- Wi-Fi and bathroom sign
Morning Of
- PJ send Attendee Text #1 – Event Reminder & Details (to RSVP’s Only)
- PJ send Sponsor Email # 4 – Event Day
- PJ send cover page and “checklist” to Mark
- Setup done 30 minutes before event
- Event starts promptly at starting time
Presentation Checklist
- Present QR code with landing page
- Have attendees follow Mortgage Mark
- Have attendees follow speaker
- Present sponsor
- Tell attendees when next meeting is
- Giveaway
Food
- Sponsor pick up lunch and delivers it to the office at 11am
- PJ set up food and drinks while the event is wrapping up
- PJ announce when food is set up and ready
- PJ get ice and drinks ready during workshop
Post-Game
- EG track metrics from workshop on marketing calendar
- MP, PJ, EG to postmortem day after
- MP record voicemail drop
- MP call all attendees on the Monday after to check in on the topic
- MP write a thank you card to anyone who leaves referrals on the survey
- PJ review and record survey responses
- PJ upload new Jungo contacts and add to CEW list
- PJ send thank you text the afternoon of event
- PJ send Attendee Email #3 – Event Follow-Up
- PJ send Sponsor Email #5 – Thank You Follow-Up
- PJ send out VM drop from MP saying thank you for coming
- PJ email SB to send candle to event Sponsor