Event preparation
Prepare your events. From evaluating your target market to leading your event.
- Sessions
- 4
- Steps
- 10
- Last edited
- Jan 8, 2025
- Created by
- Nova
About this process
Prepare your events. From evaluating your target market to preparing your event session. *Includes a whiteboard that can be used during the event. (Great for online events, webinars or workshops)
The process in detail
4 sessions · 10 stepsSocial Media Planning
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Event theme
4 steps- 1
Provide information about the project
- 2
Start gathering ideas
- 3
Ask the client for feedback (Optional)
- 4
Evaluate, discuss and provide feedback (Optional)
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1. Provide information about the project
Brief User / client Information Style: If it is a design project, think about your style. Are you putting together a masculine or feminine board? Futuristic, modern, vintage? Is it edgy, bold, or peaceful? Color palette: Dominant colors and secondary colors Source: Where are the best places to look for information and inspiration?
2. Start gathering ideas
Find a mish-mash of images, illustrations, colors, words, fonts, and textures that define the direction of a project. Use board stickers to mark and highlight the images and information that are important to you.
3. Ask the client for feedback (Optional)
Send an email to your client or stakeholders and share your moodboard/inspiration board with them. Your session"guests" will only be able to see the next step. Options: You can schedule a meeting with them or you can ask them to leave sticky notes with some feedback.
4. Evaluate, discuss and provide feedback (Optional)
- PHASE 1: TARGET AUDIENCE
- WHO? Who would signup for your event? Age, sex, hobbies, lifestyle, etc.
- WHEN? When are they looking for events or webinars like this? When would be this topic appealing?
- INSPIRATION
- MOOD & STYLE
- THEME
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- WHY? Why would they be looking for an event like this? Describe their expectations and your value proposition.
- WHERE? Time and Location
- 1111 Main street, New York Time: 7pm
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- PHASE 2: THE EVENT
- WHO? Who would be leading the event? Do you have any sponsors?
- WHAT? Describe the event.
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- WHEN? HOW? Create an agenda. What's happening? When?
- OTHER NOTES
- Add a document with the agenda.
Email sequence
4 steps- 1
Decide what type of emails are you going to be developing
- 2
What metrics are you using to measure success?
- 3
Notes
- 4
Provide a link to a document with all your tracking data
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1. Decide what type of emails are you going to be developing
- Nurturing email/email sequence: A nurturing email or sequence of email that will introduces your company to the audience.
- Rapport email/email sequence: A email or a sequence of emails to build rapport.
- Conversion email/email sequence: This email or email sequence includes a call of action to ultimately engage in a conversation. You do that by asking your potential user to book a call.
- Follow-up email/email sequence: Create a sequence of emails touch base with your user or potential user. Usually, you follow up after a few attempts without any answers.
- Welcome email: Say thank you to your new user for signing in.
- Newsletters or informative email: Provide information about the company, your product and events.
2. What metrics are you using to measure success?
Here a few examples: Open rates:** This can provide insight into the success of your subject line copy. The average open rate is between 14% and 24%. Marketing companies recommend using subscribers’ first names (because they are 26% more likely to open the email) or keep subject lines short and add a few emoticons. In our opinion, try to shoot for 25% and improve from there. Click-through rate (CTR):** This will help you understand how engaged your user is by getting an idea of how many people clicked on the links in your email. Conversion rate:** How many people clicked your link and then completed a specific action like a sign in. Unsubscribe:** How many people from your email list have unsubscribed. This should help you to tune your subscriber list and find ways to evaluate who really likes your content. Make sure you always give people a clear choice to unsubscribe. Engagement over time** Revenue per email** Repeat opens** Time spent reading the email** ROI (return on investment):* Take the money you made in sales from the campaign or your email sequence minus the money you spent to execute the campaign, and divide it by the amount of money invested in this email campaign, and then multiply that by 100. ((money made-money spent)/money invested)100
3. Notes
4. Provide a link to a document with all your tracking data
Add your google doc link or a direct link to the software you are using to manage these campaigns. A few recommendations: Mailchimp Hubspot Apollo
- Competitors
- Inspiring email campaigns
- SUBJECT LINES
- COPY & GRAPHICS
- OTHERS
- SUBJECT LINES
- COPY & GRAPHICS
- OTHERS
- High Impact
- Low impact
- Email 1
- Subject line: (HERE) Email: (HERE)
- No answer
- Email 2
- ANSWER
- Subject line: (HERE) Email: (HERE)
- Subject line: (HERE) Email: (HERE)
- No answer
- Email 3
- ACTION NAME
- Subject line: (HERE) Email: (HERE)
- Subject line: (HERE) Email: (HERE)
- No answer
- Email 4
- Email 2
- ACTION NAME
- Subject line: (HERE) Email: (HERE)
- Subject line: (HERE) Email: (HERE)
- No answer
- Email 5
- Subject line: (HERE) Email: (HERE)
- No answer
- Email 6 - Follow up
- Subject line: (HERE) Email: (HERE)
To do
2 steps- 1
Event Description & Links to Resources
- 2
To Do
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1. Event Description & Links to Resources
[ Add short description ]
Resources