6:45 am: Catch the bus for my commute into downtown Minneapolis.
7:30 am: Arrive at work. The first thing I do each day is go through my new emails and voicemails. I respond to the most urgent messages first. I may need to update shipping status for event invitations or respond to an advisor’s urgent request.
9:30 am: Meet with our print vendor to create a custom invitation for an upcoming event. Confirm design layout, print quantities and review expected shipping date.
10:30 am: Attend our weekly team meeting. Connect with the other consultants and our leader to review the status of all the events we are working on this week.
11:00 am: Host an event launch call with a group of advisors from New Jersey to discuss plans for their upcoming seminar. The call agenda covers event flow, timelines, invitations and event set up.
12:00 pm: Attend a site tour and lunch with a local venue and discuss future event opportunities.
1:30 pm: Design an invitation for a cold prospecting dinner seminar for an advisor in Michigan. Submit the design for compliance review, order the prospecting address list and connect with the advisor to go over next steps.
2:30 pm: Check voicemails and emails. Respond to the most urgent messages first. Prepare a to-do list for the next day.
3:30 pm: Research venues for a dinner seminar in Columbus, OH. Complete and send request for proposal (RFP) forms for my top three choices.
4:00 pm: Head out for the day.