Marketing & Events System Proposal

Building Your Operational Foundation

Jennifer Zaleski

What Happens When Team Members Leave?

🧠 Knowledge in Heads

Critical processes exist only in team members' memory

📊 Limited Visibility

Leadership can't see project progress in real-time

🎯 Inconsistent Execution

Events vary in quality and process

⏰ Training Takes Months

New team members need extensive hand-holding

OneDrive + Asana = Complete System

📁 OneDrive Storage

📁 Parady Financial - Marketing & Events

📁 01_Wealth Summits

📁 2025_Economic_Summit

📁 Venue & Entertainment

📁 Speaker Management

📁 Marketing Materials

📁 02_Parady Cares Events

📁 03_Marketing Templates

📋 Asana Management

Economic Summit - March 2025

✅ Create event landing page Julie

🔄 Launch email campaign Jennifer Jan 15

⏳ Confirm venue entertainment Alisha Feb 1

⏳ Speaker travel arrangements Greg Jan 20

Phase 1: Educational Events Pilot

6 Months Focus

Your Revenue Drivers

🎯 Target Events

Economic Summits
Wealth Management Events
Greg's Speaking Events

📋 Deliverables

OneDrive structure setup
Event process documentation
Asana project templates
Leadership dashboards

Investment & Phases

Phase 1: Educational Events

$10,000/month × 6 months

Scope:

Economic Summits & major educational events
Marketing workflows for high-revenue events
Core OneDrive structure + Asana templates
Leadership dashboards for event tracking

Phase 2: Full System

$12,000/month × 6 months

Expanded Scope:

All Parady Cares events
Team management systems
Cross-department integration
Advanced automation & reporting
Vendor management systems

🎯 Return on Investment

One prevented vendor mishap: $15,000+ saved

5% improvement in event-to-sales conversion: $75,000+ value

Reduced training time for new hires: $20,000+ saved

Ready to Get Started?

1

Approval

Green light for pilot program

2

Kick-off

Meet with key team members

3

First Event

Begin documentation process