S-091 · Worksheet 2

Registration and follow-up log

Use this worksheet to map each step and keep only the information the club genuinely needs. It belongs to the club pack for Event Follow-Up Email Automation.

Where this idea came from

Playbook entry
S-091 · Event Follow-Up Email Automation
Theme
Theme 5: Digital, Data & Systems · Subtheme 6: Automation & Integration
Source material
Current playbook index title and category plus an internally authored detailed-guide draft

Where does the work start and finish?

Map the steps

Simple workflow
StepWhat happensWhoInformation neededWho can see itDone?
1
2
3
4
5
6
7
8

Only keep what we need

Information list
InformationWhy we need itWhere it comes fromWho can see itWhen it is deletedWho looks after it