About events
What an event is
Section titled “What an event is”An event records a conference, client dinner, seminar or directory interview — what it was, who from your firm attended, and which client contacts were there.
Why events are worth recording
Section titled “Why events are worth recording”Two reasons, and the second is the one people miss.
Coordination. Who is going, who is meeting whom, and what the itinerary is.
Evidence of relationship. Directories ask how well you know a client, and pitches claim long-standing relationships. A record of meeting a client’s general counsel at three consecutive conferences is exactly the sort of thing that is true, useful, and completely unprovable a year later unless it was written down.
How events connect to the rest of KLERQ
Section titled “How events connect to the rest of KLERQ”| Connected to | How |
|---|---|
| Specialists | The delegation attending from your firm |
| Contacts | Client contacts invited or met, shown on their record |
| Companies | Appear on the company’s Events tab as relationship evidence |
| Appointments | Individual meetings within the event, on the itinerary |