Intro
You’ve got an event coming up, and your heads in a spin. How do you nail ROI from events?
You need a killer events planning checklist.
If you haven’t already read my thoughts on cranking ROI from your events, check it out first.
Then,
Grab the below checklist to execute your event flawlessly 👇🏾
Events Checklist
Tasks | Notes |
Create an events budget tracker | |
Update conference profile page | |
Review Sponsorship manual & allocate tasks for completion | |
Invite & assess potential guest speakers | |
Events Merchandise – Research vendors & order merchandise – pens, mints, notebooks, etc | |
Pre-event ebook to be shared with event organiser (plus LP & workflows for lead source, lifecycle stage, etc) | |
Post event ebook link to be shared with event organiser (plus LP & workflows for lead source, lifecycle stage, etc) | |
Events booth – research vendors & order stand + pull up banners + furniture | |
Events booth – confirm size + design | |
Presentation – finalise content | |
Presentation – finalise design | |
Finalise attendees to the event | |
Book flight & accommodation for all attendees | |
Create a run sheet for the event – summary of everything attendees need to know | |
MQL capture | |
Launch “local” FB ads that targets event attendees | |
Daily uploads of MQLs into Hubspot, end of each day | |
Daily contact of MQLs, by sales team, whilst at event | |
Confirm track time, inclusions, and format (ensure you avoid sessions too late or too early) | |
Confirm booth location & floor plan | |
Events booth – design takeaway flyer | |
Events booth – design paper MQL form capture + print | |
Confirm end of day events/social events to attend | |
Set MQL goals & Deal won goals | |
Plan for luggage allowance for merchandise (take it with you, or pickup from local office – don’t have any merch shipped to venue) | |
Create an MQL report for the event (shows # of mqls per event) | |
Create an MQLs not contacted, and MQLs not followed up > 3 days report for the event, broken down by sales person (to be used by sales team to max conversion rates) |
Outro
Got questions on events/conference planning, or anything else?
Say hello and we’ll lock in a time to chat through
Happy planning!
Cheers,
Was
