Free Sales Seminar & Workshop Lead Checklist Template
Sales Seminar & Workshop Lead Checklist
This checklist is a comprehensive guide to executing a successful sales seminar and workshop for [Your Company Name]. It is carefully crafted, ensuring all tasks are detailed and useful to strengthen your branding and boost your sales.
Pre-Event Planning
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Decide on a seminar date and make venue arrangements
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Determine sales seminar & workshop goals
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Design a suitable agenda for the seminar
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Identify and invite key speakers
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Develop marketing and promotion strategies for the seminar
Participant Management
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Setup online registration for attendees
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Send reminder emails for registration and event updates
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Prepare name badges and participant kits
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Manage attendee queries and requests
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Confirm final number of participants prior to the seminar
Seminar Execution
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Ensure venue setup and equipment are in working order
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Manage event day registration
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Maintain a time check to ensure smooth flow of sessions
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Coordinate with presenters and speakers
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Manage any on-site issues that might arise
Networking and Relationship Building
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Facilitate networking sessions for attendees
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Create opportunities for participant engagement
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Gather feedback and testimonials
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Ensure proper follow-ups post-event
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Maintain relationship with attendees for future events
Post Seminar Assessment
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Collect feedback and analyse for improvement
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Check seminar goals achievement
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Calculate ROI of the seminar
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Document lessons learnt for future reference
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Coordinate thank you emails and certificates for attendees
Prepared By: [YOUR NAME]