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

  • Decide on a seminar date and make venue arrangements

  • Determine sales seminar & workshop goals

  • Design a suitable agenda for the seminar

  • Identify and invite key speakers

  • Develop marketing and promotion strategies for the seminar

Participant Management

  • Setup online registration for attendees

  • Send reminder emails for registration and event updates

  • Prepare name badges and participant kits

  • Manage attendee queries and requests

  • Confirm final number of participants prior to the seminar

Seminar Execution

  • Ensure venue setup and equipment are in working order

  • Manage event day registration

  • Maintain a time check to ensure smooth flow of sessions

  • Coordinate with presenters and speakers

  • Manage any on-site issues that might arise

Networking and Relationship Building

  • Facilitate networking sessions for attendees

  • Create opportunities for participant engagement

  • Gather feedback and testimonials

  • Ensure proper follow-ups post-event

  • Maintain relationship with attendees for future events

Post Seminar Assessment

  • Collect feedback and analyse for improvement

  • Check seminar goals achievement

  • Calculate ROI of the seminar

  • Document lessons learnt for future reference

  • Coordinate thank you emails and certificates for attendees

Prepared By: [YOUR NAME]

Sales Templates @ Template.net