AI workflows for events.

Planning and running events, webinars and field campaigns, and following up on the people they bring in.

Who does this work

  • Events manager
  • Field marketing manager
  • Event coordinator

1 workflow template ready to adapt, and 5 workflows identified.

Updated

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Examples of the workflows identified
  1. Plan an event and its follow-up
  2. Draft event invitations and follow-upsIllustrative
  3. Prepare the event run sheetIllustrative
  4. Prioritize the attendee list before an eventIllustrative
  5. Review an event's results and cost per leadIllustrative

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Plan an event and its follow-upAn event plan with goal, audience, dated steps before, on and after the day, and how conversations are followed up.Workflow template
Draft event invitations and follow-upsDraft invitations explaining who an event is for, what is planned and how to register, plus follow-up messages.Illustrative · not built yet
Prepare the event run sheetBuilds the minute-by-minute run sheet for the day with sessions, speakers, room and kit changes, owners and contacts, and the details still to confirm.Illustrative · not built yet
Prioritize the attendee list before an eventMatches registered attendees to CRM records and marks existing customers, open deals and target accounts, with the people each team member should meet.Illustrative · not built yet
Review an event's results and cost per leadCompares an event's attendance, conversations, leads and later pipeline with its full cost and goal, with what to repeat or drop next time.Illustrative · not built yet

Workflow templates

Event planWhoever owns one event, a talk, a dinner, a webinar or a stand, gets one plan: the goal and target, who should be in the room, every step before, on and after the day with a date and an owner, and how each conversation is followed up. Nothing is booked, paid or sent by the assistant.Workflow template

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Where to go next

All of marketing and contentEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of marketing and content

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