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?
Question: Background ======== I am creating a new Software sales, business development and outsourcing brokerage/management firm. I am wanting to setup a software development project sales funnel system, combined with Project Management. Customers can visit our website will allow for anyone to submit a services request enquiry form. We act as independent sales, business analysis …
📚 ContentsBuild ItBoost ItBroadcast it Build It In this stage we develop the core of your online platform: A professional website for your real estate agency business A professional profile on relevant social networks Core outlets for spreading engaging content Optional customised CRM to suit your business Optional email help desk to boost customer satisfaction …
It does sound like using a marketplace would work the best for what you’re looking to do. If you’d said that you just wanted somewhere for beekeepers to exchange information then you could have looked at using the free Mighty Networks group or setting up a Facebook group. As you’re looking to create a place …
Looking into sales dashboard software that can connect to various data sources. Some options include: Geckoboard Klipfolio Blitzrocks Plecto Boxiqq Comparing a wide range of sales dashboard options showed me that it’s hard to find a simple software program that isn’t enterprise in pricing or look, that has the basic features + a few extra …
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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