Workflow Templates: Real Estate Conference Checklist

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Real Estate Conference Checklist

Pre-Conference Planning

Define objectives and goals for attending the conference

Identify target audience and key stakeholders

Research and select relevant conferences to attend

Create a budget for conference expenses

Develop a travel itinerary and logistics plan

Marketing and Promotion

Design and print marketing materials such as brochures and business cards

Promote attendance on social media and company website

Prepare promotional items or giveaways for attendees

Schedule and prepare for any speaking engagements or panel discussions

Coordinate with media outlets for press coverage

Arrange for professional photography or videography if needed

On-Site Management

Set up and organize the booth or display area

Ensure all marketing materials and promotional items are available

Conduct team briefings and assign roles and responsibilities

Engage with attendees and collect contact information

Attend relevant sessions and networking events

Monitor and manage social media activity during the conference

Post-Conference Follow-Up

Compile and analyze collected contact information

Send follow-up emails or messages to new contacts

Evaluate the success of the conference against defined objectives

Prepare a report on conference outcomes and insights

Update CRM and other databases with new information

Plan for future conferences based on feedback and results

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