Tags vs. Categories vs. Custom Fields
Association
Corporate
Canadian Event
College
Corporate
Education
Highly Desired
International
Las Vegas Event
Multiple Events
Digital Campaign – No Address
No budget
Past client
Speaking Colleague
Thematic Fit
Client
Youth Conference
School
Group: Social Media
Twitter Url Field
LinkedIn Url Field
Facebook Url Field
Group: Event Details
Event Title Text Field
Event Month(s) Text Field
Event Start Date Date Field
Event City, State Text Field
Group: Contact Information
Photo URL Text Field
Contact Form URL Url Field
Opportunity States
Complete this checklist prior to moving forward to the next lesson.
Abandoned
Turned down, not good fit
Abandoned
Turned down, no budget
Abandoned
Turned down, date unavailable
Lost
Unknown/Lost Contact
Lost
Chose other speaker
Lost
Doesn’t have budget
Won
Passive Source
Won
1st prong
Won
2nd prong
Won
3rd prong
Won
4th prong
Won
5th prong
Won
6th prong
Won
7th prong
(*Prong denotes which step of the 7-step marketing campaign the client came from)