POST EVENT CHECKLIST
This is my go to checklist that I follow after every speaking event, business conference or clinic where I meet a bunch of new potential contacts. This exact process has helped my book a ton of new business for myself and my clients. If you want to keep a full business calendar for yourself, follow these steps religiously every time.
CEJIH’S POST EVENT CHECKLIST:
Warm leads: Collect names/emails/company name from contacts
Data input: Get them input into a Googlesheet, vs hand written - saves you a ton of post event time
Upload to database: Upload into database as soon as possible. Have a system that makes this super streamlined for you to do.
Thank you email to audience: Have a pre-written “thank you” email template ready to go.
You can tweak it to include specific things you covered during your speech.
Include an ‘extra credit’ offer. This can be a “click” or “download” or “video” of content that wasn’t covered. Or content covered but in more detail.
Give your host a shoutout in your thank you email. Classy move that will pay it forward.
Thank you email to host: IMPORTANT! Send a 1-1 thank you email to your host.
Feedback/Testimonial survey: Ask for a testimonial and make it super easy. 1 click + 1 min survey or Google form.
Add new contacts into CRM: Upload your new contacts into your CRM or Mailchimp for future email marketing campaigns.
Email nurture campaigns: Add contacts to nurture campaign.
1-1 reach out to warmer leads: There will usually be warmer leads from the event. Send a more personalized 1-1 email to these contacts as they may be future business opportunities you can snatch up.
Post on social!
Include the best pics from the event
Include a snapshot of your ‘Agenda’ or ‘presentation’ so people can get an idea of what you speak about. Don’t give away the farm but give them a teaser.
EXTRA CREDIT
Here is speaker toolbox checklist that will get you on your way:
Building an effective keynote speaking process
Building a paid speaking career
