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⚡ Hot Intro
Good to see you,
Lexie.
This Month
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Events attended
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Contacts captured
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Hot intros
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Active clients
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Contact
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Their Name *
Company
Title / Role
Phone / Email
Event They're From
Website / LinkedIn
Which client do they connect to? *
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Type of contact *
⚡ Hot Intro — connect them NOW
📌 Follow Up — reach out this week
💡 Recommend event to client
🔍 Community intel — worth noting
Notes — what did you talk about?
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Event
Record after every event you attend
Event Name *
Date
Venue / Location
Client(s) represented
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General — no specific client
Conversations had
Contacts captured
Hot intros made
Social posts published
What happened in the room?
Community intel gathered
Pass-through costs to bill client ($)
Event fit for client?
Excellent — definitely repeat
Good — worth attending again
OK — maybe for specific clients
Below average — limited value
Poor fit — would not recommend
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Email
Phone
Engagement Tier
30-Day Pilot — $2,000
Ember — $1,500/mo
Ashé — $3,000/mo
Custom
Government Contract
Monthly Rate ($)
Their elevator pitch (what I say in the room)
Target audience / rooms to be in
Do NOT say / sensitive topics
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Weekly
Report
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Week of
Events attended this week
Conversations
Contacts captured
Intros made
Social posts
Key contacts & introductions
What I said about your brand in the room
Community intel this week
Hot intro to make? (if applicable)
Recommended next steps
Billable costs this week ($)
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Monthly
Summary
End of month report — deliver to every active client
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Reporting Month
Events attended
Total conversations
Introductions made
Warm leads passed
Events summary (all events this month)
Key introductions & contacts made
Community intelligence this month
Recommended events for next month
Goals for next month
Total billable costs this month ($)
Additional notes
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