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Create/Edit Event – Feedback Invites

Sending actual feedback invites is straightforward. See below.

Figure 7.21 – Create/Edit Event – Sent Feedback Invites (Resend to investors without answer) Figure 7.21 – Create/Edit Event – Sent Feedback Invites (Resend to investors without answer)

Best Practice - How to achieve high response rates: In addition to keep the form short (see above) this is what
worked for us:

  • Send feedback invites directly after the meeting: While you can send all feedback invites at once, sooner is
    better. Ideally you send them directly after the meeting individually, so once the investor is back at his
    desk, he has the email with the link to the feedback form already in front of him.

  • Get a personal opt-in for providing feedback: Some firms and some investors will not give you written
    feedback and nothing will change that (Side remark: but they might be ready to give you some input on
    the way out of the meeting room if you ask – listen closely). For all others, it is a good idea to ask them
    each time if they are ready to give feedback. If they say yes, they are more likely to answer the feedback
    form.