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Pre Seminar/ Event Questionnaire for All
Bookings and Presentations by Robert Paisola
The following
questionnaire will greatly assist Mr. Paisola
in preparing for you meeting. Any collateral materials
(i.e. brochure, promotional video, annual report, etc.) on
your company and/or group for Mr. Paisola’s
review would also be of great value.
Client:
Appearance Date:
Please complete and fax to
408-889-2415
Your Name:
Title:
Company:
Phone: Fax:
E-Mail: Web site:
Best time for our office to reach you:
I. THE PROGRAM
A. What is your program THEME?
B. What does this theme mean to your group?
C. What kind of meeting is it? (annual meeting,
awards banquet, etc.)
D. What are your specific objectives for my
presentation?
E. Are there any sensitive issues that should
be avoided?
F. Who is responsible for calling this meeting? (HR,
Sales, Marketing, etc.)
Name: Title:
G. What is the name and title of Mr.
Paisola’s introducer?
Name: Title:
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H. Exact times of Mr. Paisola’s
presentation? (Please attach program agenda)
Starting: Ending:
I. There will/will not be a coffee break:
Approximate time:
J. What is Mr. Paisola’s
role in the program? (Opening or Closing Keynote, Luncheon Speaker,
Group Facilitator, Forum Leader, Trainer
etc.)
K. Which company executives and/or industry experts
will be speaking at this meeting?
Speaker: Topic: Day:
Speaker: Topic: Day:
L. Who are the other professional speakers on this
program?
Speaker: Topic: Day:
Speaker: Topic: Day:
M. What professional speakers have you used in the
past?
Speaker: Topic:
Speaker: Topic:
N. What did you specifically like/dislike about
their performance? Why?
Like:
Dislike:
II. AUDIENCE ANALYSIS
A. Audience:
1. Number attending?
2. Are spouses invited? YES NO
3. Percentage of males/females
4. Average age of group? 5. Average income of group:
$
6. Job titles:
B. Toward which group should Mr.
Paisola primarily direct his presentation?
C. Who are the people within your organization
responsible for the following:
1. President/Exec. Director:
Name Exact Title
Phone number
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2. V.P. of Sales/Marketing
Name Exact Title
Phone number
3. Sales Training Manager:
Name Exact Title
Phone number
D. What issues keep your CEO awake at night?
E. What is the single most frustrating issue for
your VP of Marketing?
III. GENERAL
BACKGROUND INFORMATION
A. What three main things should Mr.
Paisola know about your group?
1.
2.
3.
B. On which target markets/industries does your
organization primarily focus?
C. Who is your typical customer (e.g.: CFO, VP of
HR, Purchasing Agent, Consumer)?
D. What is the primary product/service that you
sell?
E. Who are your major competitors?
F. Any additional comments or information that would
be helpful in tailoring this presentation for
your group?
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IV. LOGISTICAL
INFORMATION
A. What is the nearest major airport to the meeting
site?
Distance to meeting site? Miles:
Time:
B. For transportation from the airport to the
meeting site would you prefer:
To have Mr. Paisola met at
the airport? Where?
By who?
Emergency #
To have Mr. Hansen take a cab? Approximate cost?
N/A (Local Meeting)
Other
C. Exactly where is the meeting?
Venue:
Address:
City: State: Zip:
Phone: Fax:
Meeting Room:
D. Hotel Mr. Hansen will be staying:
Address:
City: State: Zip:
Phone: Fax:
*** Confirmation # for Mr.
Paisola’s room reservation:
E. If Mr. Paisola has any
problems/emergencies on his way to the program, who should he
contact?
Name:
Business Phone: Cell Phone:
F. Mr. Paisola typically
dresses in formal business attire. Should you have a special request
(i.e. western or luau theme, etc.), please address here:
For
more information contact us at 1-877-517-9555 or
sales@mywesterncapital.com
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