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SayPro Send out all recorded sessions, financial templates, and guides to attendees
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
1. Prepare Your Materials for Distribution
Before sending the follow-up materials, ensure everything is ready for delivery:
Materials to Prepare:
- Recorded Sessions: Ensure all sessions are recorded and uploaded in a sharable format (e.g., YouTube, Vimeo, or a private platform). Organize them by session name, making it easy for attendees to find the content.
- Financial Templates: Create a Google Drive or Dropbox folder containing all the templates (e.g., budgeting worksheets, forecasting tools, investment strategy guides). Make them accessible to all attendees.
- Guides and Additional Resources: Include any written guides or helpful reading materials you referenced during the event. These could be in the form of PDFs, Word docs, or links to articles/websites.
2. Craft the Follow-Up Email
Create a well-structured email that not only shares the materials but also encourages further engagement.
Email Structure:
Subject Line:
“Your [SayPro Event] Recap: Access Recorded Sessions, Templates, and More!”
Dear [Attendee Name],
Thank you for joining our recent SayPro [Event Name] on financial planning! We hope you found the sessions insightful and valuable for your financial journey. As promised, here are the resources you can refer to and use in your ongoing planning:
1. Recorded Sessions
We’ve uploaded all the event sessions, so you can revisit the discussions and deep-dive into the topics at your own pace.
Click below to access the recordings:
- [Session 1: Financial Planning Basics]
- [Session 2: Budgeting Strategies]
- [Session 3: Investment Forecasting]
- [Session 4: Risk Management in Finance]
2. Financial Templates & Tools
Here are the templates and financial planning tools we discussed during the event. These can help you put your learning into action.
- Budgeting Template (Google Sheets)
- Cash Flow Forecasting Tool (Excel)
- Investment Strategy Worksheet (PDF)
- Financial Planning Checklist (Word)
You can access these tools in the shared folder here:
[Link to Google Drive/Dropbox folder]
3. Guides and Additional Resources
In addition to the templates, here are some helpful resources to continue your financial learning:
- Guide to Effective Financial Planning (PDF)
- Recommended Financial Tools & Software (Link to article)
- Further Reading: [Book List on Personal Finance]
4. Stay Connected
If you have further questions or would like one-on-one consultation to refine your financial strategy, don’t hesitate to reach out!
We’re also planning more events, webinars, and workshops, and we’d love for you to join us again. Stay tuned for updates!
Thank you again for being part of SayPro [Event Name]! We wish you the best in your financial endeavors.
If you’d like to provide any feedback, please feel free to complete the short survey linked below. Your input helps us improve future events!
[Feedback Survey Link]
Best regards,
[Your Name]
[Your Position]
SayPro Team
[Contact Information]
3. Include a Clear Call to Action (CTA)
The email should end with a call to action. For instance, encouraging participants to:
- Provide feedback (via a quick survey)
- Join another event or sign up for a consultation.
- Stay in touch via email or on social media platforms.
4. Ensure Access and Deliverability
- Shared Folder Permissions: If using Google Drive or Dropbox, make sure all files are set to “Anyone with the link can view” to avoid access issues.
- Email Deliverability: Send the email through an email marketing tool like Mailchimp or SendGrid to avoid it getting caught in spam filters. If you’re sending directly from your inbox, check for any attachments that might cause email delivery issues.
5. Send the Email to Attendees
Schedule or send the email to all event attendees as soon as possible—preferably within 24-48 hours after the event. This keeps the momentum going and ensures the material is fresh in their minds.
6. Follow-Up Reminder
A week or two after the initial email, send a follow-up reminder email, especially for those who haven’t accessed the materials yet.
Subject Line:
“Just a Reminder: Access Your SayPro [Event Name] Resources”
Email Body:
“Hi [Attendee Name],
We wanted to remind you that the SayPro [Event Name] resources are still available for you. If you haven’t had the chance to dive into the recorded sessions, financial templates, and guides yet, here’s the link to access everything: [Link to Folder].
Feel free to reach out if you have any questions or would like further support with your financial planning. Looking forward to seeing you at our next event!”
7. Track Engagement & Adjust Strategy
If you’re using an email marketing tool, track how many people opened the email, clicked the links, and accessed the resources. Based on this data, you can fine-tune your email strategy for future events.
Example of a Follow-Up Email:
Subject Line:
“Your [SayPro Event] Resources Are Waiting – Don’t Miss Out!”
Dear [Attendee Name],
We hope you’re making great strides with the financial tools and concepts we covered in our recent SayPro [Event Name]. If you haven’t already, be sure to take advantage of the resources we’ve provided to reinforce your learning!
Here’s a quick reminder of the materials you can access:
- Recorded Sessions: [Link to Videos]
- Financial Templates: [Link to Google Drive/Dropbox folder]
- Guides & Tools: [Additional Resources Link]
Remember, these resources are designed to help you implement the strategies you’ve learned, so take your time reviewing them.
We also encourage you to reach out if you need help customizing these tools to your specific situation.
Looking forward to connecting with you again soon, and don’t forget to check out our upcoming events!
[Feedback Survey Link]
Best regards,
[Your Name]
SayPro Team
Conclusion
By sending out the recorded sessions, financial templates, and guides promptly after your event, you ensure that participants have everything they need to continue their learning journey. Clear communication and easy access to materials can significantly increase the value participants derive from your event and build long-term relationships with them.
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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