It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know).
What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following:
Custom Events Podio App – each event is entered into it’s own app and links to the client and venue of the event. Once an event is created, there are 11 tasks that are scheduled over a 40 day period using custom Podio workflows. These tasks are auto-assigned and then automatically marked off when completed to give an easy view of the visual progress.
RSVP Podio App – this is created to be sent to clients in order to collect RSVP’s for the event. A custom Podio webform is created and this is teamed up with a custom short-link domain to keep the process as on-brand as possible. RSVPs are collected and referenced to the client so you know which events a particular person has RSVP’d for.
Post Event Survey Podio App – created in a similar way to the RSVP app with a webform and short-link URL. Feedback is referenced back to the client and a report is created with the overall participant satisfaction from the event.
Are you looking to run your event with a little more structure and a little less cut and paste?
This week I created an editorial schedule for a client in Podio. The main benefits to their business was: A place to store ideas, drafts and pre-approved and finished work in one Podio app A way to track the progress of a piece of content in Podio and have multiple people work on the one …
What I’ve learned from working on automating some tasks for an insurance broker: Email is the biggest time killer for insurance brokers. It’s not the tool, it’s the process. If you’re using your inbox as another to-do list, you’re doing things inefficiently and limiting your companies growth Having silos of information is important Having one …
I recently put together a short course on all the top hosted website builders that you can use to develop your website. The main reason for creating the course was to save people time in evaluating the hundreds of options for developing an easy-to-manage website. Some of my main findings were: You often have to compromise on …
Insights from working with an events company
It was a joy working with such a professional, organised events company. Every process was mapped out with specific deliverables, notes, requirements and dependancies (geeky, I know).
What did they need from us? A little automation using project management software. Using one of our favourites, Podio, we worked on and proposed the following:
Are you looking to run your event with a little more structure and a little less cut and paste?
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