Templates /
Conference TO-DO

Conference TO-DO

1
Book hotel
2
Register Attendees
3
Optimize Sponsor Profile
4
Plan marketing strategy
5
Set up for success

Book hotel

Book a hotel  – for any event

  • 1

    Confirm dates & location
  • 2

    Confirm dates a second time
  • 3

    Check rates in hotel.com VS directly with the hotel.

Confirm cost per night and room options

  • 1

    Send an email with detailed descriptions for rooms and cost per night
  • 2

    Get approval for booking
  • 3

    Book using the company credit card

Send confirmation once booking is finalized

  • 1

    Send all confirmation emails to management
  • 2

    Print a copy for your records
  • 3

    Make sure to check what the cancellation policy is for booking

Register Attendees

Before registering attendees confirm and double-confirm the names and spelling of the attendees. 

  • 1

    Confirm Attendees
  • 2

    Register Attendees
  • 3

    Email all confirmations and instructions related to the event
  • 4

    Print all confirmations related to the event for your records

Optimize Sponsor Profile

Confirm sponsorship level and make the appropriate arrangements to optimize

  • 1

    Complete all tasks regarding Sponsorship

Plan marketing strategy

If event allows for collateral material to be used plan for it in advance.

  • 1

    Send material to production
  • 2

    Plan a video strategy
  • 3

    Confirm recipients

Set up for success

Confirm all hotel and flight information (one week prior to arriving)

  • 1

    Re-send all confirmations regarding hotels / flights / registrations
  • 2

    Download App
  • 3

    Facilitate event schedule

Take control of your workflows today.