01 02 03 04 05 06 Daily Organi Training Jona Training Wed Training Mem Training Ente Training Forec TABLE OF CONTENTS Heritage Golf Group
DAILY ORGANIZATION
Check for Inquiries Check Daily Activities in Jonas Check Events & Close Events from previous day | prepare Client Invoice Verify sales for events in Jonas Bar sales included Sales match BEO & Invoice Send thank you email & invoice to client | thank you phone call Mark complete In Jonas Put File Away Check Email Twice Daily (Morning + End of Day) Complete Two (2) Large Sales Tasks Daily Set Night Before Social Media 30 Minutes End of Day Interaction Create List at End of Day for Next Day Use Outlook or Google Calendar Don’t Schedule Meetings on Tuesdays or First Day back in Office
Meetings BEO Binder o Packets in Boxes Coordination Event Sheet Every Wednesday Print for Two Weeks o Change Log Daily At 10:00am or 1:00pm based on events Urgent Changes Text/EmailStaff Meeting Weekly Forecast Due Date Sales Meeting with GM Schedule Lay Out Repeat Meetings
BEO
Heritage Golf Group
TRAINING JONAS
Setting up Jonas
Administration
Review event management
Create new event
Facilities | Calendar
Resources Services
BEO Templates
Summary tab
Add Customer Lead
Tracers | Create Activities
How many follow ups
Add to list
Event folder system
Referral Sources/Elements
Create Jonas Lists - TBD
Export
How to use
Tracking business
Daily Planner
Me/Me
Standard Tracers | Activities
Create a Proposal
Include estimate
Explain Food + Beverage Minimums
How to send
With or without cover letter
Sending a Contract
Sending contract Email Jonas
Email templates for clients
When You Get the Contract Back
Bill to Number
Mark as Booked
Enter Deposit o
Complete Tracer ▪
Set Up follow-up activities for deposits, tastings, final head count
Create an event
Step by Step
Make a fake event
Function Tabs -
Supporting documents
Bill to number
Deposits
Diagrams
Reminder tracers
Social Tables
Add Diagram
Upload
Templates
Multiple
Golf BEO
Golf function tab
Cancellation Policy
Go over contract
Collecting payments
Closing out event in Jonas
In writing + upload to supporting documents- TBD
Panda Doc
Create a Template
Send a document test with yourself
Heritage Golf GroupTRAINING WEDDINGS
Wedding Leads
How to Properly Respond
Alan Berg
Email Templates
Set up Wedding Sites
Wedding Pro (Wedding Wire & the Knot)
Wedding Spot
Here Comes the Guide
Club Site
Pictures
Reviews
Pricing
Store Front
Meet the Team
Promotions
Bridal Shows
Tracers
Set Tracer to Update Quarterly with New Stuff!
Wedding Tours
Tour Template in Jonas for Client tours
Print Out Any Communications/Quotes
Before Tour Night Before Is Best!
Find Them on Facebook
Vendor Information
Fond Farewell
Warm Welcome
Bridal Shows
How to Prepare
Booth Ideas
Give-a-ways
Marketing
Facebook + Instagram Ads
Provide Link
Photo Releases
Templates in One Drive
Show Wedding + Other Options!
Best Practices
Wedding Pictures in Folder
Check List for Weddings
Vendor Check List in Folder
Standard Wedding Emails
Heritage Golf GroupTRAINING MEMBER VS. NON-MEMBER
Member Events
Room Fee
AV Centerpieces
No Deposits
If in good standing
Charge to Membership
Corkage Fee
Linen Colors
Selling to Non-Member Events
Individual | Youth Events |School Events | Milestone Events | Celebration of Life
Local HOA | Boosters | School Athletic Directors
Deposit Requirements
Go Over Schedule
Room Fees | Event Minimums |
Marketing to the Non- Member Sales Blitz| Office Visits |Open House | Every Door Direct Mailers
Selling to Membership
Lobby Displays
Prospecting
Top 5 Internal Prospects (Member Businesses)
New Member mixers | Memberfirst quarterly email campaign
Cart Signs
Pro Shop
Bounce Backs
Texts
Milestones
Heritage Golf GroupTRAINING
ENTERPRISES, SALES ORGANIZATIONS, PLANNING ENTITIES, SPECIAL EVENTS
Corporate Businesses, Trade Associations, Professional Service Firms, Pharmaceutical, Automotive Dealerships, Real Estate Agencies, Meeting/Event Planners, DMC’s, Hotel Sales -Catering & Event Managers, Development Directors, Alumni Associations, Local Non-Profits & Charities
Non-Member Events
Room Fee | F&B Minimums
AV
Centerpieces | tables, WHAT IS INCLUDED
Corkage Fee
Linen Colors
Selling Non-Member Events
Deposit Requirements
Go Over Schedule
Room Fees | Event Minimums
Marketing to the Non-Member Sales Blitz| Office Visits |Open House
Selling to Enterprises, Sales Organizations, Planning Entities and Special Events
SOCIAL MEDIA- Facebook Ads, Instagram, LinkedIn Account
Prospecting | Target Top 5 External Companies
Association Participation (NACE, Local Chambers, Rotary, Business Improvement Assoc)
Bounce Backs
E-Blasts | Mailing Campaigns
Milestones
Heritage Golf GroupTRAINING
FORECASTING, MEETINGS, MINIMUMS, BOOKING STRETCH GOALS
Jonas/Tripleseat Reports & Meeting Reports
Event Financial Report (Forecasting)
Sales Report
Review GM Meeting
Pipeline
Potential events and prospects
Forecasting Report
Sales Meeting Template
Due Dates o CMA’s
Game Plans
Menus
Golf Tournaments (CMA & Get Golf Ready)
Tournament appreciation event (EOY)
Best Practices
Calendar on Wall
Helps with Minimums
Weekly Booking Goal
Website Audit
Audit checklist (quarterly update w/ pictures)
Heritage Golf Group