Make your own copy first. The planner opens view-only. Choose File, then Make a copy in Google Sheets so your favorites and notes stay private in your own file.
Six steps from list to follow-up
- Find your people. Browse the Directory tab, which lists companies and named speakers and can be filtered by business type and searched by specialty. On a phone, the Quick List shows every company, booth and offering in a narrow view.
- Favorite. Mark each contact you want to meet as a favorite. Favorites feed your plan.
- Reach out. Use the draft intro note as a starting point, and the LinkedIn lookup where a contact lists one. Edit the note so it sounds like you.
- Track it. Set your objective for each contact, then keep Status, Next action and Reminder date current so nothing slips.
- Plan your days. Use My Plan to set meeting dates and times. On Sessions & Events, mark forums, state takeovers and after-hours events as Going to build your schedule.
- Print and follow up. Print My Plan to carry on the floor, then send your follow-ups while the conversations are fresh.
What each tab is for
| Tab | Use it for |
|---|---|
| Start Here | Enter your name, organization and goal. Yellow cells are for your input. Read the six steps here first. |
| Quick List | A phone-friendly list of every company, booth and offering. |
| Directory | 468 company records and 135 named people. Filter by business type and search specialties. |
| My Plan | Your favorites and dates in one meeting list. It prints and includes reminders and calendar drafts. |
| Sessions & Events | Forums, state takeovers and after-hours events, with a Going option. |
| Lists & Guide | How sources are tiered, how categories work and how the list is kept up to date. |
Tips for a useful week
- Decide your goal on Start Here before you favorite anyone. It tells you which contacts matter.
- Keep your favorites short enough to actually visit. A long list is hard to work in a few days.
- Send follow-ups within a day or two of each conversation, while you still remember the details.
- Check the event site before you travel for schedule changes.
Links
Confirm before you rely on it. OhioWeed does not run MJBizCon. Event dates, company details and speaker entries can change, so confirm them with the event or the company before you travel or reach out.