Summer Client Events That Generate Referrals 2009: Success Story

Summer client events that generate referrals

A success story In the meantime, here is a checklist you can use for almost any event you’re planning: Event checklist and timetable 1
month ahead • Confirm your topic, presenter and venue (confirm the food, time and audiovisual needs) • Send out or e-mail invitations to your clients and their guests with a catchy message in the subject line or on the envelope. 1-2 weeks ahead
• Create an agenda and have handouts or materials approved by your compliance officer. Check on LCD projectors and microphones. We recommend using a microphone for any group larger than 10 people.

Event Date and Time:
Starts at: