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1on1 meetings & round tables customer journey
1on1 meetings & round tables customer journey

A step by step guide on how to setup your event with 1on1 meetings `and roundtables

Updated over a week ago

1. Create your event 

2. Go to Sessions > setup your main groups 1on1 meetings and one for round tables. > this is about recreating your matchmaking schedule inside Krowden (watch video)

3. Go to Attendees > Import your potential hosts with a tag (e.g. "roundtable host or 1on1, sponsor") 

4. Create two segments:  roundtable hosts & 1on1 hosts

5. Import an excel list with their availability (timeslots per meeting host) or let them submit their availability by sending out the host form (if you don't know their availability - mostly used)

    A) Setup the availability form with your created tags 

    B) Send the "Host Form Invite" email to yourself and do a test run for both segments. 

6. Schedule the 1on1 meetings & roundtables emails

7. Allocate your 1on1 meetings time-schedule

Optional: Export the data you need you need:

8. Setup/prepare your meeting area with Onsite Tools

You can valuate your actions for improvement anytime - schedule a call / email to get in touch with our Customer Success team

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