TPT process v3

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TITAS

av laku laku

HS Professional

av Jason Nairn

Outline for Informative Speech

av Lily Green

Pat Neal Rehabilitation Center

av John Galyon

Result

Action

TPT

3. Invitation phase

BD relevant invites from contact owner

Different invites: - with or without spouse, - with or without assistants

AB invites

Local hosts invites

Partner invites

Rank 1's invited - date is key

No response

Arena team

Call

Resend mail

Owner

Subtopic

Tentative

Follow-up

Accepted

2. Save the dates

1. Pre-invitation phase

Creating campaign responses

Marking up contacts for invitation by using ranks

Other ranks

Rank 2 to be invited as responses from rank 1's comes in

Rank 1 to be invited in the first tranche

Adding and removing contacts from TPT Community

Returning guests

Core community

7. Post TPT phase

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Thank you notes

6. Delivery phase

Welcome desk list

Seating plan ?

Hotel list

Guest list

5. Registration phase

Chairman / Directors notes

Break-outs

Bio + photo requests

Welcome letter to guest - 1 week prior

To TPT app

Links to Leadership Vanguard

Basis for one-to-on communication with guests

To TPT programme

Guest movement mail sent - primarily to assistant

Registration mail sent to accepted with code for the registration site - primarily to assistant

4. Invitation response handling

Campaign response opened on average 29

Average mails to guests are 40, at most 135

Record in shared folder (Outlook)

Update CRM