Tuesday, September 22, 2015

Getting It Right the First Time: The Know Your Event Feature

Let’s take a quick test!

When asked to plan an event, what would you do first?

  1. Immediately talk about the budget and how much your client is willing to spend
  2. Start planning and giving your clients ideas for their event
  3. Let your clients fill out the Know Your Event questionnaire on Inspherio

Hopefully you went with choice number 3! Before you start planning any event, use the Know Your Event questionnaire and find out exactly what your clients want (the first time).

What is the Know Your Event Feature?

Well, it’s Inspherio’s exclusive event-information-gathering questionnaire that can help you plan your client’s dream event. But this feature is so much more than just a questionnaire. You can fine-tune this form to fit every client, vendor, and event. Once you try it, you’ll wonder how you ever planned an event without it.

How-To KYE Guide

Knowing exactly what your clients want for their big day is important. But it doesn’t have to be difficult to figure out. Let Inspherio’s Know Your Event feature help!

Ready to get started? Great!
  • Click on the “Leads” tab on your Inspherio dashboard.
  • Since it’s a new event, you’ll need to create a lead, so select “Incoming Leads” from the drop-down menu.
  • From there, on the top right-hand corner of the page select the “+ Create Lead” icon.
  • Here, you’ll be able to complete the pertinent information you need to get in contact with your new client.
  • This contact will now be categorized in your Inspherio Active Leads section.
  • Click on the newly-created lead under the “Active Leads” tab located on the left-hand side of the screen.
  • Under the “Event Info” section of your client’s page, select “Know Your Event.”
  • Choose the template for questions that are most appropriate for your event, add questions to the list, and send it to your client.
  • Done—it’s that easy!
We believe in simplicity, that’s why we created the Know Your Event feature to help you get all of your client’s dreams, details, and information the first time. Try it and let us know how much it helps you!

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