1. Running an effective client seminar

2. Use this checklist to ensure your client seminar runs smoothly
<Insert name of workshop>
Activity
Responsibility
Completed by
Comments
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
Specific topics
Delivery order of presentation topics
Select a date and time
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
(Should be completed 6 weeks before seminar date) 1

3. Seminar checklist 2 Activity Responsibility Completed by Comments
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
Breakfast
Lunch
Dinner
Morning/afternoon tea
Evening drinks
Confirm logistics
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
(Should be completed 6 weeks before seminar date) 2

4. Seminar checklist 3 Activity Responsibility Completed by Comments
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
Answers to common questions
Key prospect information to obtain
Overview of seminar
How to handle objections
Send invitations
Mail
(Should be completed 6 weeks before seminar date) 3

5. Seminar checklist 4 Activity Responsibility Completed by Comments
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
Ask a colleague to provide feedback
Get your staff involved by acting as participants
Final preparation
Send confirmation or SMS 2 days before
Confirm final catering with the venue
(Should be completed 6 weeks before seminar date) 4