Playbooks

Post-Event Follow-Up

Convert event attendees into pipeline with automated, personalized follow-up campaigns that segment leads by engagement and deliver the right message at the right time.

On this page

Overview

The workflow

Lead Import & Enrichment
Engagement Segmentation
Personalized Campaigns
Multi-Touch Sequence
Performance Tracking

Best Practices

Set Up Before the Event

Playbook Overview

01. When should you run this playbook?

  • After hosting or attending trade shows and conferences
  • Following webinars or virtual events
  • After product launches or customer events
  • When you need to quickly follow up with hundreds of leads

02. Used by following teams

MarketingSales

Time Savings Impact

< 2hrs

Follow-up time

post-event

40%

Response rate

vs generic emails

3x

Meeting conversion

from attendees

The workflow

STEP 1

Lead Import & Enrichment

Import event attendee list and enrich with additional data.

01.Upload attendee CSV with badge scan data
02.Enrich with company and contact information
03.Append social profiles and recent activity
04.Score based on ICP fit
05.De-duplicate against existing database
STEP 2

Engagement Segmentation

Segment attendees based on their event engagement level.

Engagement Tiers

Hot: Visited booth multiple times, attended demo. Warm: Had meaningful conversation, downloaded content. Cold: Badge scan only, no interaction.

Use session attendance data for virtual events
STEP 3

Personalized Campaigns

Create segmented follow-up campaigns for each engagement tier.

📧 Campaign Strategy

• Hot Leads: Personal email within 24 hours + calendar link
• Warm Leads: Personalized email + relevant case study
• Cold Leads: Thank you + educational content series
• No-shows: Event highlights + on-demand content
• VIPs: Executive outreach + exclusive offer
STEP 4

Multi-Touch Sequence

Design follow-up sequences that nurture over time.

# 5-Touch Event Follow-up Sequence
 
Day 1: Thank you + personalized observation
Subject: Great meeting you at {Event}
Reference: Specific conversation point
CTA: Share relevant resource
 
Day 3: Value-add content
Subject: As promised at {Event}
Content: Case study or demo video
CTA: Soft meeting request
 
Day 7: Social connection
LinkedIn connection request
Personalized message referencing event
 
Day 10: Direct ask
Subject: Quick question from {Event}
Direct meeting request
Specific value proposition
 
Day 14: Break-up email
Subject: Should I close your file?
Final attempt with strong CTA
STEP 5

Performance Tracking

Monitor campaign performance and ROI from event investment.

PRE-EVENT PREP

Set Up Before the Event

• Create custom landing pages for event traffic

• Prepare lead capture forms and apps

• Brief team on lead qualification criteria

• Set up automated lead routing rules

Turn event attendance into pipeline

More playbooks for you

Discover more AI-powered workflows to automate your marketing operations

View all playbooks
Beginner

Always-on Outbound Campaign

Sales

What this Playbook does

Automation
Personalization
Outreach
Sales
Intermediate

Multi-Channel Outreach

Sales

What this Playbook does

Email
LinkedIn
Multi-touch
Sales