| JMP DAY CHECK-LIST |
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| EVENT TITLE |
DATE |
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LOCATION |
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| TASK TITLE |
DATE
DUE |
DATE COMPLETED |
COMMENTS |
| 1. Customer Care Advocate sets up call with JMP team and customer champion. Items to discuss : |
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Europe: for now Sales teams know the champions and organize the calls. Note CC not always involved on the first call. We get involved after a date and location is set. |
| • Introductions. |
8-10 weeks out |
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| • Purpose. |
8-10 weeks out |
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| • Confirm location of event. |
8-10 weeks out |
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| • Determine what version of JMP customer is using. |
8-10 weeks out |
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| • Determine number of users onsite. |
8-10 weeks out |
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| • Explain why JMP will not WebEx JMP Day to remote locations. |
8-10 weeks out |
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| • Explain that the event may not last all day. Length/number of topics is determined by number of expected attendees. |
8-10 weeks out |
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| • Ask if there is an executive sponsor to help promote the event internally and/or kick off event. |
8-10 weeks out |
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| • Inform everyone that CC needs at least 2 months to plan. CC Advocate needs to coordinate with internal groups. Allows time for users to register & get excited about event. |
8-10 weeks out |
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| • Discuss date for event. Prefer Tuesdays, Wednesdays, Thursdays. |
8-10 weeks out |
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| • Ask about conference room availability. Sometimes conference rooms are hard to book and availability determines the date. |
8-10 weeks out |
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| • What JMP can provide for a JMP Day. Confirm what organization can accept. |
8-10 weeks out |
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| • Topic Interest Survey – helps determine what attendees want to learn more about and assists in creating the agenda. |
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| • Literature Packets. |
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Europe: Literature is mostly sent after the event as pdf. (reduce paper) |
| • Give-aways. |
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Europe: Basics packets - notebooks, pens and some Forewords. |
| • A few JMP books for door prizes. |
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Europe: We don´t have books |
| • Catering – CC Advocate needs onsite caterer information or someone at the organization to offer recommendations/assist with instructions. |
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Europe: We do not designate marketing budget for JMP Days, we never offer catering. |
| • Email invite and registration page. Need conference room information, final agenda, date of event, JMP presenters to include. |
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| • What JMP needs the Champion to commit to doing: |
8-10 weeks out |
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| • Distribute topic interest survey. |
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| • Book conference room and help us determine event date. |
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| • Distribute email invite and continue to promote the event. |
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| • Determine if there is an executive sponsor to help with the event. |
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| • Schedule a 2nd call with everyone in 2 weeks to: |
8-10 weeks out |
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| • Review topic interest survey results. |
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| • Confirm agenda. |
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| • Confirm catering contact and information. |
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| • Confirm date. |
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| • Discuss logistics. |
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| 2. Before the 2nd call, do the following: |
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| • Send topic interest survey to champion immediately after 1st call. |
8-10 weeks out |
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| • Monitor topic interest survey results – make sure champion deploys the survey internally. |
6-8 weeks out |
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| • Few days before your 2nd scheduled call, create a draft agenda based off topic interest survey. Take into account the number of responses to determine number of topics. |
6-8 weeks out |
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Europe: local SE is the one that create the draft agenda, based on interest survey and his/her knowdlege about the company needs. |
| • Send draft agenda and topic survey results to SE and AE for feedback. |
6-8 weeks out |
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| • Make changes to draft agenda. |
6-8 weeks out |
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| • Send draft agenda and topic interest survey to JMP team and champion so everyone can review and be ready to discuss on 2nd call. |
6-8 weeks out |
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Europe: normally done per E-Mail between SE and champion |
| 3. Items to discuss on 2nd call: |
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| • Review topic interest survey and draft agenda. |
6-8 weeks out |
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| • Make updates to agenda, if needed. |
6-8 weeks out |
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| • Confirm event date. |
6-8 weeks out |
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| • Get shipping address and contact name for sending JMP Day materials. |
6-8 weeks out |
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| • Get arrival address, arrival time, arrival instructions, and exchange cell numbers with JMP team and champion. |
6-8 weeks out |
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| • Confirm catering contact and information. |
6-8 weeks out |
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| • Need to order drinks? Some organizations have beverages onsite. |
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| • Instructions for food delivery. How set up? Inside/Outside room, or separate room? |
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| • Inquire about logistics: |
6-8 weeks out |
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| • WiFi. |
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| • Room set up. |
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| • Microphone. |
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| • Screen. |
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| • Projector. |
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| • Cables. |
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| • For Premier or larger JMP Days, confirm Help Lounge and/or Distrubution Poster. |
6-8 weeks out |
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Europe: Not sure what that is |
| 4. After 2nd call: |
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| • Determine if other presenters are needed. |
6-8 weeks out |
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| • For Premier accounts, work with GTET. |
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Europe: Mostly done by Valérie alone and sometimes local SE. |
| • For US regional accounts, work with SE managers (Chuck Boiler & Mary Loveless). |
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Europe: most JMP Days done ONLY by local SE. This is the reason why we let the sales team decide on dates (they know their travel schedule better) |
| • Enter JMP Day in SalesForce. |
6-8 weeks out |
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| • Enter JMP Day deliverables in GMS. |
6-8 weeks out |
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Europe: we create landing pages without GMS. |
| • Agenda goal date two weeks before event, or earlier. |
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| • Viral email and registration page goal date 4 - 5 weeks before event. |
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| • Send internal calendar invite to JMP team and include all event details. |
6-8 weeks out |
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| • As needed, set up a 3rd call to review agenda with all presenters and champion, and confirm logistics. |
4-5 weeks out |
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| 5. After viral email is sent: |
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| • Confirm champion received viral email. |
4-5 weeks out |
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| •Remind champion to send out viral email and continue to promote event. |
4-5 weeks out |
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| •Send weekly registration reports to champion and JMP team. Typically on Fridays. |
weekly until event |
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| 6. Close to event: |
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| • Ship JMP Day materials: |
2 weeks out |
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| • Literature packets. |
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| • Giveaways. |
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| • JMP Books for door prizes. |
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| • Champion gifts. |
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| • Sign in sheet. |
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| • QR code sheet for walk-in attendees to register onsite. |
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| • Send tracking information and instructions for JMP Day materials to champion and AE. |
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| • Order catering. |
1-2 weeks out |
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| • Share CC event slides (US) to JMP team. |
1 week out |
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| • Send reminder email to all registrants two days before event. |
2 days out |
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| 7. After event: |
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| • Send post event survey and follow up material to all registrants. Bcc registrants on email. |
1 day after event |
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Europe: we don´t have post-event surveys. Feedback directly at the end of the event with attendees and champion. |
| • Get sign in sheet from JMP team and update attendee status in SalesForce. |
1 day after event |
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| • Europe: Get sign in sheet/ Registration sheet to upload leads into SF (including Opt-in and Newswire subscription). Create list Load in SF |
1 day after event |
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| • Schedule JMP Day debrief call, if needed. |
1 week after |
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| • Share post event survey results with JMP team and champion, both raw data in JMP and summary in PDF. |
1 -2 weeks after |
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| • From survey, update Newswire subscription and opt-in communications |
1 -2 weeks after |
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| • Upload post event survey results in SalesForce campaign. |
1 -2 weeks after |
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