Celerity Pre-Event Planning Tool

PLAN, EXECUTE AND OPTIMIZE POWERFUL EVENTS

To effectively plan, execute and optimize upcoming events, please take a few moments to complete the following Pre-Event Planning form. The planning form contains multiple required fields to capture pertinent event information well in advance of your proposed conference.

Please make sure to complete all applicable fields to streamline the event planning process prior to sending any additional / correlating emails related to the event as the form contains all of the questions / answers needed to properly plan and execute an event.

Once completed, the marketing department will schedule a conference call to walk through the details, dive deeper and get things started with you.

Thanks.

Event Name(Required)

Start Date(Required)

MM slash DD slash YYYY

End Date(Required)

MM slash DD slash YYYY

Location (City / State)(Required)

Event Website Link(Required)

Event Contact Name(Required)

Event Contact Phone(Required)

Event Contact Email(Required)

Event History(Required)

1st Time Attending

2nd Time Attending

Multiple Times Attended

Estimated # of Event Attendees (Clients)(Required)

< 500

501-1000

1001-2000

2001+

Event Goals(Required)

Brand Awareness / Recognition

Capture Contacts / Leads

Conduct Onsite Meetings

Conduct Demos at Booth

Entertain Clients

Schedule Post-Event Meetings

Target Market / Industries(Required)

Target Audiences / Titles(Required)

Event Budget $ (Total Including Travel, Lodging, Booth, Sponsorships, Etc.)(Required)

Booth / Marketing Budget $ (subset of funds available to design and promote)(Required)

Budget Approved by Finance(Required)

Yes

Pending

# of Staff Attending / Passes Needed(Required)

$ Cost Per Pass(Required)

Staff Passes Ordered(Required)

Yes

# of Customer / Prospect Passes Needed(Required)

Customer Passes Ordered(Required)

Yes

Booth(Required)

Yes

Maybe

Booth Size(Required)

10 x 10

10 x 20

Table Top Only

Other

Booth Space Order Deadline(Required)

MM slash DD slash YYYY

Booth Space Ordered(Required)

Yes

Booth Design / Production Needed(Required)

Yes

Maybe

Booth Design Preferences (provide link to website)

Booth Design Inclusions(Required)

Backdrop / Wall

Backdrop / Wall Lights

Retractable Banner Stands

Table Top / Countertop Display

Retractable Table Top Banner Stands

Brochure Stands / Display

Video Monitor

Booth Design Notes / Details

Booth Design / Production Budget $ (subset of master budget)(Required)

Event Media Kit Available (i.e. sponsorships, promotions, co-marketing, etc.)(Required)

Yes

Not Sure

Attach Event Media Kit

Max. file size: 50 MB.

Or, Link to Event Media Kit Online

Speaking Slots Available(Required)

Yes

Not Sure

Interest in Acquiring Speaking Slot(Required)

Yes

Maybe

Proposed Speaking Slot Topic if Available

Other Sponsorship Interests

Landing Page / Logo

Print Ads

Co-Marketing (Pre / Post Event)

Sponsored Content (papers, blogs, etc.)

Onsite Promos (lanyards, meals, dinners, events, etc.)

Sponsorships Deadline(Required)

MM slash DD slash YYYY

Contact Lists Available(Required)

Yes

Not Sure

Contact List Timing(Required)

Receive Prior to Event

Receive Post Event

Receive Before and After Event

Do Not Receive Contact Lists

Contact List Inclusions(Required)

Contains Name, Company and Title

Contains Phone #

Contains Email

Not Sure

Have Previous Year Contact List?(Required)

Yes

If Yes, Attach File

Max. file size: 50 MB.

Other Marketing / Collateral Needed(Required)

Brochures

Business Cards

Email + Social Media Marketing Campaigns

Booth Entertainment / Ideas

Interactive PowerPoint Deck for Demos

Give Away Items

None

Give Away Item Ideas / Wishes

ROI Metrics (How will we gauge event value / success / ROI)(Required)

# of Contacts Made / Captured / Entered in Pipedrive

# of Demos / Presentations Made Onsite

# of Meetings Held Onsite

# of Post-Event Meetings Held

Contact List Received

Additional Attachments (any other docs you feel would be helpful)

Max. file size: 50 MB.

Additional Comments, Needs or Concerns

Your Name(Required)

First Last

Your Email(Required)

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