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2:1 Ears:Mouth

Theron McCollough
4 min readJul 6, 2018

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The event had all of the components to an amazing event. They had great food, great entertainment and at an awesome rooftop space.

What I found interesting was that the hosts had several people from their company at the event but not sure they knew they had a purpose. What was missing was the ROI.

I am sure the event cost will be justified one way or another but will it be quantified?

Here is a quick list and pre-meeting powwow of ideas on arming your employees before an event.

  • Make a google sheets doc with everyones name on it. Even those who have nothing to do with sales, BD, and partnerships.
  • Create fields for basic bio demographic info plus notes, who the originator of the lead was and who is the owner of the lead.

Have your sales and marketing teams meet for an overall — this is the play — meeting. Get everyone on the same page, use the same google sheet and have all info contained in this one doc.

At this point the sales team can be left alone to meet/greet, collect biz cards.

It is most important that every evening for an event that before the teams call it a night they enter the lead info into the spreadsheet.

Non-Sales Activities

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Theron McCollough
Theron McCollough

Written by Theron McCollough

Managing Director at Citizens Private Bank | VC/Tech; past Managing Director with First Republic,@SVB_Financial. founder, investor, limited partner, and banker

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