This process describes the steps to follow when attending a Conference (Film Festival, Trade Show, Client/Partner Event, etc).
Process Type | Ticket |
Pipeline Name | Conferences |
Process Entry Points:
Ticket is manually created on the Conference pipeline
STAGE NAME | STAGE DESCRIPTION | DATA REQUIRED TO ENTER STAGE | OUTCOME | OWNER | SLA |
|---|---|---|---|---|---|
Planning | In this stage we prepare the conference, both from an outreaching point of view and a marketing (attendance announcement) one. | Conference Type Start Date End Date Location | Marketing | ||
Attending | We meet leads/clients during the Conference, associate these contacts with the Conference ticket and write a note. | Attendee List | Sales | ||
Follow-up | We follow up with all contacts we met | Sales | |||
Completed | Conference Cost (€) | ||||
Cancelled | If we cancel our assitance to the conference, we move the ticket here. |