Networking Event Setup

  • 1
    Register/Pay/RSVP for the Event
  • 2
    Put the Event on the calendar
  • 3
    Send receipt to Expensify if there was a registration fee

Event Prep - 10 Days Before

  • 1
    Do I have at least 50 business cards? If not re-order Cards
  • 2
    Do I have at least 20 Mini-Facials? If not place order

Event Prep - 1 Day Before

  • 1
    Print Solution Tools - 10
  • 2
    Print PC Order Forms - 10
  • 1
    Pack forms & Mini-Facials for the event.
  • 2
    Practice 30 Second Business Pitch

Event

  • 1
    Arrive 15 minutes early
  • 2
    Talk to at least 5 NEW people
  • 3
    Trade business cards with 10 people

Within 24 Hours

  • 1
    Scan in all business cards using Full Contact on phone, put the name of the networking group and the date in the notes field in Full Contact. For example "Pai Networking Group November 2016". Sometimes it takes a little while for FullContact to upload the cards to the cloud.
  • 2
    Zapier will import the contacts into Active Campaign
  • 3
    Send a friend request in Facebook, and any other appropriate social networking platforms

Contacts are imported to ActiveCampaign with the "New Networking Contact" tag

  • 1
    Review new contacts in AC - filter contacts by New Networking Contact Tag
  • 2
    Bulk edit the contacts - add the correct networking event in the prospected by field, and remove the New Networking Contact tag
  • 3
    Add appropriate tags - mini-facial, prospect, mini-eye cream, etc.
  • 4
    Add prospects to appropriate deals
  • 5
    Email each new contact a nice to meet you email

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