Page Comparison

Step 1: Prepare for the Conference

1. Courtney will create a list in HubSpot for the specific conference based on which agent is attending and the date range. This list will be used for follow up emails.

2. Cheryl to reach out to the Sales Rep attending the conference to schedule a meeting to review and plan on follow up

   1. The Plan will include making sure the rep understands what the conference sign is, what happens when someone submits, and how to get people to sign up

   2. That Meeting will also include the development of the follow up email template so that once the event is over, the email can be sent out

   .Courtney will create a list in HubSpot for the specific conference based on which agent is attending and the date range. This list will be used for follow up emails

   1. .

Step 2: Promote Your Attendance

1. When possible, encourage interested parties to connect with you during the event and mention the benefits of meeting in person. This can be done

Step 3: Get Attendees to Sign Up During the Conference

1. Let people know that we are running a giveaway, invite them to sign up for a chance to win.

2. Offer assistance as needed to make sure they use the QR code to sign upKeep track and mark in HubSpot after they submit the form which contacts you may want to follow up with.

Step 4: Post-Conference Follow-up

1. With the completed template, we will be able to send an automated message to the attendees after the conference to thank them for joining us at the event

   1. The email send will be manual if less than 35 enroll.  35 or more, then automated. 

2. For hot leads, send personalized follow-up email to those, with a recorded video.

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