Conference Checklist
Reps walk away from a conference with 40 business cards and no memory of which conversation went with which name, then take two weeks to get them into the CRM, by which point the leads are cold. This free interactive playbook fixes that with a structured three-phase checklist: Before (Plan), During (Capture), and After (Convert). Progress saves automatically on your device, and you can create a personal link that syncs your checklist so you can come back to it from any device across the whole event.
Phase 1: Before the event (Plan)
Pull the attendee and exhibitor list and build a Most Wanted target list. Pre-book meetings 2-3 weeks ahead. Research each target's recent publications, funding, or announcements for a personalized hook. Set a concrete pipeline goal for the event. Set up your lead capture method before you go. Pre-event marketing plays: launch an event landing page with your booth number and a book-a-meeting link, submit abstracts and posters before the deadline, promote your talks on LinkedIn, and email customers and prospects that you'll be there.
Phase 2: During the event (Capture)
Capture every lead in the moment with the free Succession Lead Capture app (leadcapture.succession.bio): photo of the badge, business card, or LinkedIn profile while you're still standing there. Log a note against each person while the conversation is fresh. Qualify lightly on the spot. Invite teammates so everyone captures into one shared list. Do a daily wrap-up each evening. Creative capture plays: film live customer interviews at your booth for social media, post short video and photo updates daily, and attend key talks and take shareable notes.
Phase 3: After the event (Convert)
Follow up within 48 hours while you're still memorable. Push captured leads straight to your CRM or Clay via webhook. Segment hot leads into a personalized multi-touch sequence and the rest into relevant nurture. Reference the specific conversation in your first follow-up. Measure meetings booked and pipeline created against your pre-event goal. Creative follow-up plays: share insights and learnings from the talks (not everyone attends every session), publish your customer interview videos on social media, and send session recaps to prospects who missed them.
Built and run for you
Want your team's whole conference motion built and run for you? Target lists, pre-booked meetings, on-the-floor capture, and the follow-up sequences. Book a strategy call at https://calendly.com/d/4cj-hfm-4mq/book-a-strategy-call