1:1 Sessions

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1:1 Sessions by Mind Map: 1:1 Sessions

1. GOALS

1.1. Generate MQL (Marketing qualified leads)

1.2. Increase product / services awarness

1.3. Position CO-OP as an industry expert/leader

2. TIMELINE

2.1. April 1st

2.2. May 7th

3. RESOURCES

3.1. Team

3.1.1. Louise Johnson - Program leader

3.1.2. Jessica Heuer - Onsite Support

3.1.3. Joanna Sutter - Onsite Support

3.1.4. Alfonso Fernandez - Online registration

3.1.5. James Wilkins - Lead Generation Lead

3.2. Technical Setup

3.2.1. SalesForce (Sales follow-up)

3.2.2. SurveyMonkey (Post-session data collection)

3.2.3. ScheduleOnce (Online booking)

4. Promotional Channels

4.1. App

4.1.1. Sidebar Menu

4.1.2. Feed promo banner

4.1.3. Push notification

4.2. Website CTA

4.3. Email

4.3.1. Personalized Emails form CBE

4.3.2. General promotional Email

4.3.3. Reminders (Once booked)

4.3.3.1. 24 hours before session

4.3.3.2. 1 hour before session

5. MARKETING PERSONAS

5.1. Executives / Senior Management

5.1.1. Looking for high-level overviews

5.1.2. What is CO-OP doing to remain a leader in the FinTech industry

5.2. Management/Operators

5.2.1. How does it work?

5.2.2. Are there any features we're not leveraging with our current offering?

6. Workflow

6.1. Attendee registers for 1:1 Session via a promotional channel

6.1.1. Attendee receives a confirmation email with Calendar invite

6.1.1.1. Attendee Receives Email reminders before their session

6.1.1.1.1. Attendee Completes Session

6.1.2. CO-OP Receives confirmation from system

6.1.2.1. CO-OP adds record to Master Calendar (TBD)

6.1.2.1.1. CO-OP References Master Calendar for any walk-in opportunities