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Event Evaluation Form

Country team / organizational unit
Event name
Date
Place
Event controlling status
Name of CA
Total guests on event invited by you Total 2
Total guests on event with WM potential Prospects Clients 2 Total
Event objective
Qualitative evaluation
What is the general impression of the event?
Is the event a good opportunity for prospecting?
Should UBS be represented again in such an even
What did you find interesting about the event?
What are the strengths of the event?
What are the weaknesses of the event?
Additional remarks or recommendations you find
useful.
6-Month Business Results Tracking
No. of new accounts opened
NNM (in CHF)
New Revenue (in CHF)
Other important business results generated (e.g.
new clients referred).
Remarks:
Please return via e-mail to: renato.auer@ubs.com until: J uly 8, 2005 Thank you very much!
My client was able to drive his own car on the SPA circuit, and he has been driven by
a proffssional pilot The Lodge had the best view on the "virage de l'eau rouge" and
was just near the restaurant.
driving on the circuit, looking at the races in the best lodge, incredible collection of
more than 400 ferrari/Maserati from all ages
WM France Lyon Office
Ferrari Days
The ladies did not like to come early in the morning to the circuit. (departure of the
bus at 7h50 on Saturday) . For next year it woul be great if we could have some
classics parkings (or taxis) and to organize the reception of guests who come later in
the morning
SPA
Excellent Event
Etienne de Timary
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My client will present me the best fortune of DIJ ON !!
I will confirme the 8.250.000 CHF when the NNM will be booked
22.500 CHF immediately (structured product and arbitrages)
immediate : 750.000 CHF , in 2006 : 8.250.000 CHF more
I expect so, many prospects in Lyon are fanatics of automobile and Ferrari. This
Event is one of the best I have done to become very closed to the client. It can be a
fantastic vector of Net New Money if the guests are well qualified and passionated by
cars
Yes
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image cross selling acquisition retention
immediate qualitative evaluation 6-month business results tracking