TPT process v3

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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