What is Teams & Coordination (for Organisers)?

Event organisers juggle exhibitors, sponsors, speakers, and attendees across multiple events. Teams & Coordination in WHR is the shared workspace where sales and marketing teams align, track progress, and manage pipelines without losing context.

Unlike generic CRMs, WHR focuses only on event workflows. Organisers can:

• Bookmark and prioritise prospects/speakers (hot, warm, cold).

• Assign tasks and owners (who’s handling which sponsor/exhibitor).

• Add notes for ongoing conversations and updates.

• Use Kanban stages to track progress (initial contact → negotiation → confirmed).

• Share visibility across the team so no lead or partner is missed.

This isn’t about logistics yet — it’s about sales and marketing coordination, ensuring exhibitors and sponsors are identified and handled efficiently.

Steps

1. Add notes and classify potential sponsors/exhibitors (hot, warm, cold).

2. Assign tasks to sales or marketing teammates.

3. Track progress with Kanban boards.

4. Share updates so everyone stays aligned.

Tips

• Treat it as your event-specific CRM.

• Keep notes centralised here instead of in emails/WhatsApp.

• Update Kanban stages weekly to avoid blind spots.

• Use tags to group sponsors/exhibitors by priority or industry.