EmailMeForm
New Mtg
Use this form to record new meetings booked. This will send an email to everyone that needs to be informed of new meetings booked and will replace the need to send a separate email.
Dropdown
Choose an Event
Florida
Texas
Utah
Colorado
Tennessee
Seattle
NorCal
SoCal
Day of Week
*
Please select
Mon
Tue
Wed
Thu
Fri
Date & Time
MM
/
DD
/
YYYY
HH
:
MM
AM
PM
AM/PM
Calendar Title Format
Company Name - City, St - tmsm/chcz (#Expected)
Full Company Name
Location Address
Please include full address of location including city, state and zip code.
At Office
Local Board Office
Offsite - Restaurant
Offsite - Hotel
Type of Meeting
Sales Meeting
Sales Meeting (Adjusted)
Training Meeting
Training Meeting (Adjusted)
OPEN Event
Contact Person that Booked Meeting
First
Last
Title
Broker/Owner
Office Manager
Admin Assistant
Other
Special Notes
Use this field to let us know of any special items about the booking that may not be detailed in other selections on this form. Do not include speaker notes or items to be included on meeting sheet here.
# Agents Expected
# Agents at the Office
Marketing & Promotion (Please Upload Roster Below)
*
Email Campaign
Text Campaign
RSVP Link Requested
No Link Required
Select an Option only if you need Brittany's help with promotion.
File Upload - Company Roster
Previous Market History
First Meeting at this Office
Booked Last Event
Booked Multiple Past Events
Tickets Sold (if any)
Was this meeting booked by a referral?
Yes
No
If Yes, who referred them to us? (Please include meeting number)
Booked By
*
Brittany
Connie
Tom
Kelly
