Workflow Templates: Networking Events Checklist

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Networking Events Checklist

Pre-Event Planning

Define the goals and objectives for attending the networking event

Identify and register for relevant networking events or conferences well in advance

Research attendees and companies to target for networking opportunities

Marketing Materials

Prepare updated firm brochures and business cards to distribute at the event

Develop a one-pager about the firm's services and recent successes

Create a list of attorneys attending and their areas of specialization

Logistics and Travel Arrangements

Book travel and accommodation for attending attorneys

Ensure all attendees have a clear itinerary and know the event schedule

Arrange for transportation to and from the event venue

During the Event

Attend keynotes, panels, and workshops to increase visibility and engage with participants

Schedule meetings with potential clients or partners in advance

Collect contact information and business cards from new connections

Post-Event Follow-up

Send personalized thank you messages to new contacts and potential leads

Organize debriefing meetings to discuss leads and experiences from the event

Update the firm's CRM with new contacts and notes from conversations

Social Media Engagement

Use social media to announce participation in the event and connect with attendees online

Live-tweet or post updates during the event to engage with a broader audience

Follow up with new connections on LinkedIn and other professional networks

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