Pre-Program Tailoring Form - Connect the Dots

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Name of Group

Date of Presentation

Name of Event

Person completing this form:

Your email:

Your phone #:

Meeting Time: Begin

Bill's Program: Begin

Bill's 2nd Program: Begin

End

What is the theme for your event, if any?

What are some of the challenges currently experienced by your industry and attendees? What's REALLY keeping them up at night?

What is the biggest misconception about your industry/business?

What innovations (current and historical) are associated with your industry and/or group?

Please list three “pet peeves” that this audience would relate to. Or, to put it another way, if several members of this audience were having drinks together, what would they start griping about after the 3rd beer? How would they complete the sentence, “It just drives me crazy when…”? Please give specific examples, if possible (e.g., “When customers call in just before closing to demand early delivery” instead of just “Customers.”)

Is there a "common enemy" (company/association/department/government agency/etc.) that this group "loves to hate"? (This is for humorous use only.) Please explain.

Is there anything Bill should NOT mention, or sensitive areas he should avoid?

What are the three most important things you'd like attendees to take away from this presentation?

What would you like your attendees to think or do differently as a result of Bill's program?

Will there be other speakers at this event?

Yes

Topics:

Approximate number attending Bill's program:

Age range of audience:

% Male

Average age:

% Female

Will spouses/SO's be attending?

Yes

General job responsibilities of attendees:

How can Bill refer to the entire group by job title or function (e.g., Health Care Professionals/Financial Advisors/Small Business Owners/Librarians)?

What % of attendees are in leadership roles?

Closest airport:

Ground transportation:

Taxi/Uber/Lyft

Shuttle

Will be met by driver

Other

Distance from site (in miles):

If Bill will be met at the airport, where will driver meet Bill?

Hotel name:

Hotel phone:

Hotel confirmation #:

Hotel address:

Meeting location (if not hotel):

Phone:

Meeting location address (if not hotel):

Name of room where Bill will speak:

What will be happening immediately before Bill's program?

What will be happening immediately after Bill's program?

What day and time will the room be empty for A/V setup and sound check?

Group contact on-site:

A/V contact on-site:

Group contact cell #:

A/V contact phone:

Would you be interesting in pre-purchasing any of Bill’s books or other educational materials as ATTENDEE GIFTS at a quantity discount? (Call for price quote.)

Yes

May Bill offer his books/resources for sale following his program? (Bill will never “hard sell”)

Yes

Bill’s Online Tailoring Form

Thank you for taking the time to provide this information.