A tactical worksheet for setting up internal GHL notifications, task assignments, and SMS alerts for your event day-of production team.
Your CRM isn't just for marketing; it's the engine for your on-site operations. This worksheet helps you map out the internal automations needed to keep your staff synchronized during the chaos of a live event.
Define what happens in GHL when the following on-site events occur:
Ensure every staff member has the GHL app installed and notifications enabled. Use 'Opportunity Stages' to track the flow of problems on the floor. For example, a 'Help Desk' pipeline with stages: Reported -> Assigned -> In Progress -> Resolved.
| Role | Required GHL Access | Primary Automation |
|---|---|---|
| Registration Lead | Contact View / Tags | Attendee search and check-in confirmation |
| Floor Manager | Tasks / Opportunities | Resolving on-site logistics issues |
| Sales/Sponsorship | Conversations / CRM | Real-time lead capture at sponsor booths |
Download this worksheet and use it during your pre-event production meeting to ensure no communication gap exists.
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