Post-event opportunity management is essential for ensuring the success of any event. It's not just about the day of, but also what comes afterwards to keep your attendees engaged and your business growing.
ClickUp's Post Event Opportunities Template helps you plan and track every aspect of post-event follow-up quickly and easily. This template will help you:
- Identify opportunities for follow up with attendees
- Track all tasks related to post-event outreach
- Organize and store all documents, feedback, and notes in one place
With ClickUp's Post Event Opportunities Template, you can make sure nothing falls through the cracks—ensuring your events are successful from start to finish!
Benefits of a Post Event Opportunities Template
Post-event opportunities are a great way to capitalize on the success of an event. A post-event opportunities template can:
- Provide a clear roadmap to follow when evaluating post-event opportunities
- Help you identify new ideas that can be implemented quickly and effectively
- Help track and measure progress of post-event initiatives
- Allow for more efficient communication between event organizers and stakeholders
Main Elements of a Post Event Opportunities Template
ClickUp's Post Event Opportunities Template is designed to help you keep track of potential leads and collect feedback after an event. This List template includes:
- Custom Statuses: Mark task status such as Closed, In Progress, and To Do to keep track of the progress of each opportunity
- Custom Fields: Use 15 different custom attributes such as Title, Success, Value for Money, Speaker Rating, Opportunity Stage, and more, to save vital information about each opportunity and easily visualize data
- Custom Views: Open 5 different views in different ClickUp configurations, such as the Getting Started Guide, Leads Summary, Process, Post Event Feedback Form, and Feedback Summary so that all the information is easy to access and organized
- Project Management: Improve post event tracking with time tracking capabilities, tags, dependency warning, emails, and more
How to Use a Post Event Opportunities Template
Hosting an event can be an exciting and rewarding experience, but it's important to capitalize on the momentum afterward. Here are four steps to make the most of post-event opportunities:
1. Follow up with attendees
Send thank-you emails to all attendees to thank them for taking part in your event. Make sure to include a link to a survey in the email so you can collect feedback and learn how to improve for future events.
Create tasks in ClickUp to ensure everyone is emailed after the event.
2. Analyze the results
Take some time to review all the data you have collected from your event. Look for patterns in the feedback to see what worked and what didn’t. You can use this information to make adjustments for future events.
Use Table view in ClickUp to organize and analyze your data.
3. Refine your strategy
Now that you have a better understanding of what worked and what didn’t, use that information to refine your strategy for future events. Consider what changes you should make and what processes can be automated.
Create Automations in ClickUp to streamline your event planning process.
4. Set post-event goals
Once you have a plan in place, create a list of goals that you want to achieve in the aftermath of your event. This could include things like obtaining more customers, getting more press coverage, or gathering more data.
Set Goals in ClickUp to ensure that you’re on track to meet your post-event objectives.
Get Started with ClickUp's Post Event Opportunities Template
Event planners can use this Post Event Opportunities Template to help everyone stay on the same page when it comes to identifying and evaluating potential follow-up activities.
First, hit “Add Template” to sign up for ClickUp and add the template to your Workspace. Make sure you designate which Space or location in your Workspace you’d like this template applied.
Next, invite relevant members or guests to your Workspace to start collaborating.
Now you can take advantage of the full potential of this template to find new opportunities after an event:
- Use the Getting Started Guide View to plan out your process for finding post event opportunities
- The Leads Summary View will help you quickly review and prioritize potential leads
- The Process View will give you a space to track progress and details for each lead
- The Post Event Feedback Form View will allow you to collect feedback from attendees and stakeholders
- The Feedback Summary View will help you stay organized and review feedback
- Organize tasks into three different statuses: Closed, In Progress, To Do, to keep track of progress
- Update statuses as you progress through tasks to keep stakeholders informed of progress
- Monitor and analyze tasks to ensure maximum productivity
Get Started with Our Post Event Opportunities Template Today
