1. BD Training
Friday 05/26

2. Agenda
New Features
Upcoming Features
Best Practices

3. 1. New features Membership Onsite Toolkit + Badge Printing EB App
Edit Start & End date
Membership Directory*
Onsite Toolkit + Badge Printing
EB App
My Agenda
Docs per session
Membership Directory
Discover Events
Register event > Create account

4. 3. Best Practices – How to present EB
EventBank is a platform, not a service (we do not do the integration / promotion)
White Label – we are not a personalized platform
Multi-Organization
Feature customizations need to be reviewed during negotiation
Ex. System s cannot be disabled/customized
Organization hesitates between .CN or .COM – How to choose?
Payment Gateway fees
Server location
Fees return
Members and attendees can create a profile (there are system automations)
There are 2 apps
Kick-out sales from App

5. 3. Best Practices – handover to CST
DO DON’T
Send an intro between CS and Client … let the CS introduce by themselves
Inform they should make some time for data
cleaning* and assign: (1) experienced “product
manger” (2) his/her reporting line … let them figure that out after they sign
If Association cloud, prepare member
Files + Prepare information such as:
Membership Structure
Membership Application form
*Membership files
If possible:
Define estimated Go Live date (ex. First event)
Inform of a deadline for unlimited CS service (TBD) … let them think that it is unlimitted
Inform that CS is here to support and training … not for executing the setup
Import docs only once!
Provide as many details to CS in Handover form

6. 3. Best Practices NOTES: Exceptions:
If so. From EB can pay a visit (even BD) can help with training / setup.
NOTES:
Checkin per session > Be able to visualize specific sessions from the CRM?
Overall event > How is the data is displayed – from Dashboard: can this be exported in Excel?
Create a manual for onboarding: what you need to do.
Do’s and Don’ts > for Excel Membership DB during handover.