LeanMail Exclusive Workshop - Project Owner Roadmap
This is an overview of the Workshop Roadmap. LeanMail will inform you when you need to cary out each step by email.
1. Workshop Preparation
| Task | Details | Timing |
|---|---|---|
| 1. Create Testimonial Video | Watch: LeanMail Testimonial video guidelines and instructions, then record a short video highlighting value and benefits of LeanMail for landing page. | Now |
| 2. Decide Scope and Date for Workshop | Send list of invitees. (In an Excel sheet if more than 10 invitees). Send us a 1-hour time-slot for the Workshop. |
| 3. Send Introductory Email to invitees | Send email containing link to landing page. (Template provided by LeanMail) | Aprox. 4 weeks before Workshop. (We will notify.) |
| 4. Forward Calendar Invite | Forward calendar invite with agenda to invitees. | 1 day after previous email. |
2. Workshop
| Task | Details | Timing |
|---|---|---|
| Join Early for Setup | Arrive 5 minutes before the event to test connections. | Workshop day |
| Welcome & Introduction | Welcome participants, introduce LeanMail, and set the context for the workshop. | |
| Support Main Workshop | Offer relevant comments supporting the presentation. |
3. Post-Workshop
| Task | Details | Timing |
|---|---|---|
| 5. Send Final Survey Reminder | Send a final reminder email to encourage survey completion. | Post-Workshop |
| 6. Join Post-Workshop Meeting | Review the post-workshop survey results and discuss feedback. |
