Question

How do I find accounts that I’m deployed against within a specific area such as, the Midwest, which booked at a specific chain scale(s) and location type? Also, how can I view which properties they have booked their events at?

Answer

Begin the search under the property attributes. Then click on view additional options to select preferred chain scale and location type. Move to account attributes and select address to narrow down specific cities and state(s) to find accounts headquartered within your assigned region. In the upper right hand corner select save and search. Click on the account name and then booking analysis to dive deeper into the account’s full breakdown of their past buying behavior. This will allow you to prioritize your outbound prospecting efforts to your most likely buyer. Happy selling!

Step-by-Step

Select Property Attributes

SmartSearch_Filters.jpg

Select preferred Chain Scale Note: User can select more than one chain scale

Chain_Scale.jpg

 Select Location Type Note: User can select more than one location type

Location_Type.jpg

Select Account Attributes

SmartSearch_Filters.jpg

Under Account Location click on address to add city and state for accounts within a geographical region

 Account_Location.jpg

Account_Location_State.jpg

Use the Search or Save & Search (right corner) option to view your search results

Search_and_Save.jpg

Click on the green down arrow to review past bookings related to search

Search_Results.jpg

See results below:

Search_Results_Events.jpg

To dive into an account click on Account Name in blue

Account_Name.jpg

Click on booking analysis to see visual breakdown of graphs

Booking_Analysis.jpg

Note: Toggle to the right to view all past bookings to grasp a full understanding of the account’s booking patterns

Booking_Analysis2.jpg

View the Booking by Week of Year to find bookings over your need periods

Bookings_By_Week_of_Year.jpg