1. Running an effective client seminar

2. 1 ActivityResponsibilityCompleted byComments Identify your target market Consider the following:  Existing clients or new clients?  Age group?  Occupation categories?  High net worth/medium net worth?  Life stage?  Small business owners? Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Decide your seminar topic Consider the following:  Specific topics  Delivery order of presentation topics Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Select a date and time Consider the following:  Tuesdays – Thursdays are generally the best days  Avoid weekends and public holidays  Avoid school holidays  Avoid Christmas and Easter holiday periods  Avoid dates that conflict internally  Avoid major sporting events  Avoid election days  Avoid local events Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date) Use this checklist to ensure your client seminar runs smoothly

3. 2 ActivityResponsibilityCompleted byComments Decide the seminar venue Consider the following:  Branch  Conference centre  Local club  Restaurant  Hall or community centre  Parking and public transport Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Decide on a format for your target market Consider the following:  Breakfast  Lunch  Dinner  Morning/afternoon tea  Evening drinks Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Confirm logistics Consider the following:  Confirm agenda  Seating arrangements, U shape, Circular tables (known as ‘cabaret’) or rows (known as ‘theatre’)  Ensure the venue will supply water, notepads and pens  Confirm if a lectern is required  Confirm AV and equipment requirements  Plan menu (ensure vegetarian options)  Plan food service start and finish time  Ensure the venue sets up a registration table Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date) Seminar checklist

4. 3 ActivityResponsibilityCompleted byComments Organise marketing material Consider the following:  Invitation and envelopes  Work books, brochures and other seminar material  Take home packs inc brochures  Feedback forms  Local newspaper advertising  Branded giveaways  Signage for the venue Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Staff training Consider the following:  Answers to common questions  Key prospect information to obtain  Overview of seminar  How to handle objections Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Send invitations Consider the following:  Mail  E-mail Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date) Seminar checklist

5. 4 ActivityResponsibilityCompleted byComments Check supplies Consider the following:  Supplies of marketing material  Sign-in list  Printed name cards and blank spares  Pens and pencils  Business cards  Feedback forms  Supplies of take home packs Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Rehearsal Consider the following:  Ask a colleague to provide feedback  Get your staff involved by acting as participants Insert name of staff member responsible Insert date (Should be completed 8 weeks before seminar date) Final preparation Consider the following:  Send confirmation e-mail or SMS 2 days before  Confirm final catering with the venue Insert name of staff member responsible Insert date (Should be completed 6 weeks before seminar date) Seminar checklist