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know his shit, Control client expectations, assertive
A good event producer perfectly knows our platform and services, its possibilities and limitations, and keep clients' expectations in check accordingly.
A bad event producer makes unrealistic promises to clients, risking encomplete or non-functional delivery.
maintain planning, deliver and get back on time
A good event producer maintain his projects status and deadlines up-to-date, delivering on time and as per expectation.
A bad event producer misses deadlines and action items, and provide incomplete deliverables.
Professional language and behaviour
A good event producer has a professional attitude with clients / stakeholders, both in writing and direct communications.
Focus on portfolio aggregation; decouple business model from having to book assets with UBS. Provide advice on all aggrgated assets- whether booked with UBS or not.Value proposition is investment advice augmented by lending products with mo
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Hi Pierre,
After some discussions with Nek, Antoine and Cornelia, it seems that last expenses re-invoicing batch has created some frustrations for our clients.
Two main reasons for these frustrations have been identified:
Some expenses shouldn't have been invoiced / should have been invoiced at lower costs;
Invoices were sent 2 months after event was done, in some cases.
The biggest consequences following these are: clients thinking our internal communication is poor and we don't look serious. Clients thinking we are trying to get money out of them because if they wouldn't check, they would pay expenses they shouldn't. Clients having closed their account and not willing to pay,
Now, I understand that our contract clearly indicates an expenses invoice will come, and that costs will be charged accordingly to what we spend. But with minor adjustments, we could probably prevent some of these issues, hence getting this money back more efficiently.
FOR NEW HIRE
Hi XXX,
First of all, welcome to the team. Our bunch of great people is already excited about you getting on-board. You will be XXX.
We will shortly be creating a couple of enterprise accounts under your name, for which you will receive email invitations:
Gmail for emails, as well as GDrive and Calendar
Salesforce (SFDC), our CRM
Backstage, our App CMS
Agilité
Ambition
Ambition forte!
App
Aujourd'hui
Avenir
Avenir
Avenir
Avenir
Avenir
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[30/05/16 09:34:54] Alexii Trotsenko: ok, let's wait and I will try to check that one
[30/05/16 09:35:12] Cyriac Couvas: good thanks
[30/05/16 09:35:14] Alexii Trotsenko: have you checked free space on device, as we talked yesterday?
[30/05/16 09:35:33] Cyriac Couvas: I have asked my team to take all names of delegates having an issue with the activation
[30/05/16 09:35:41] Cyriac Couvas: Yes we checked that too
[30/05/16 09:35:49] Alexii Trotsenko: How much was there?
[30/05/16 09:36:12] Cyriac Couvas: They did not yesterday
[30/05/16 09:36:22] Cyriac Couvas: but they will take the names today
[30/05/16 09:37:14] Cyriac Couvas: 2 more delegates
[30/05/16 09:37:49] Alexii Trotsenko: Btw, what was the issue today? The same?