5

1

Start

Onboarding

Mandatory requirements

Venue outreach

Shortlist

Site visits

Contract

Deposit

Checklist

Briefing

Staff names

3

Team comms

Drop off rates

Comms level

Comms flow

Comms strategy

Contract

Guest list management

Email automation

Draft comms

Send comms

Invite

L3: White label email

L3: Automation

L3: Invite people

L3: Website

Guest accommodation

Production schedule run through

Agenda

8

Write

Setup checklist

Rest day

7

Event design

1 month client

1 month Shift + Alt Events

Good luck message

End

Post event

Special guests

Email

Setup LLC

Contract

Deposit

Slack

Get up to speed

General onboarding training

Weekly meeting

Set up Calendly

Save templates

Complete Shift+Alt Events actions

Venue

Kick off actions

Daily contact

Vacation

Timeline

Virtual Assistant

Goals

Check in guide

Contact sheet

Retrospective

Onsite walk through

Catering

AV run-through meeting

AV run through checklist

Many performers ?

Shotlist

Reputation

Day of briefing

Pre-event team email

Day of event chat

Volunteers

Guest comms

2

4

Who

Book

List

Production schedule

Pinterest

Branding

Performers

Level 1 deck

Existing?

Get

Access

Write

Level 2 deck

Floor plan

Music

Your outfit

Shift + Alt Events

6

9