Account Manager TrainingProvided by Perry

Agenda1. Cold calling

2. Invitation email

3. Follow-up until event day

4. Before event day

5. After event

Step 1. Cold Calling - Refer to #1 trainingBest time to call• Mon: 1.30-4PM• Tue/Wed/Thur: 9-11.30AM and 1.30-4PM• Friday: 9-11.30AM• Please don’t call on weekend :”)

Event Name: AMA Marketers Networking GalaObjective: connect between companies and CSUF marketing students.Attendees: 10 companies; open to AMA members (150+) & all CSUF studentsEvent format: networking + marketing case competition. Each company will contribute a case study for the competition.Time: Wednesday, March 9th, from 6PM - 9PMLocation: TBDThis is a FREE event - but we’ll attach sponsorship package :”)WHY COME? Meet talented marketing students, share their jobs/internship opportunities and find the

right candidates for their companyIf they can’t make it to the Gala → Offer them other opportunities: Company tour; Speaker

event; …

Refer to some notes while you’re calling

Step 2. Invitation email• Based on email sample - Keep the same contents!• Use your own words! • Repeat some special contents you talked on the

phone• Attach 2 files: Case sample + Sponsorship package• Send within 2 hours from your call

Step 3. Follow-up until event day

REMEMBER: NO FIXED FORMAT !!!• Be responsive - Reply within a day• Try to call their name (but no more than 2 times in an email)• Update them frequently (Ex: location)• If they don’t reply after 1 week → send a friendly remider• Always CC :”)

Step 4. Before Event day The day before event• Send them parking information. • Attach map • Give them your number

Setting up before event• Before event: guide them to the event room

Step 5. After the eventThank-you card• Write a Thank-you card and give them after the Gala • With a big smile and a big hug :”)

Thank-you email• Write a Thank-you email for them at March 9’s night!• Remind them of what they did for us & how we appreciate their involvement. • Send them their professional photos at the Gala• Make it a personal conversation! This email is personal and you don’t

need to CC me and Nick

--- Last note ---Read each email twice before sending

out :”)