Templates

Conference Planning

Conference Planning

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Template Description

Many firms invest significant resources in participation in International Conferences to meet with clients, peers, and referral sources that can generate inbound work. These trips often involve a significant amount of meetings that need to be prepared, planned, and reported on. Nexl can provide a shared workspace that allows for the efficient execution of these Projects, leveraging its underlying relationship intelligence.

This project template allows Firms to coordinate their participation in a particular event. It covers all the key components of your conference plan: the Team, Objectives, Tasks, Target lists, Meeting trackers, Opportunities, etc. Using this plan will generate stronger alignment and easier collaboration.

This Project will be the central hub to coordinate the event’s preparation, participation, and follow-up to ensure the firm makes the most of this opportunity and can generate a real and measurable ROI.

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