Wasif Kasim Consulting

Table of Contents

Events/ Conference Planning Checklist

Events_ Conference Planning Checklist

Table of Contents

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)

 

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