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Case study 03 · B2B · Events

Webinars & conference presence

A repeatable playbook for webinars and trade shows, from first invite to segmented follow-up.

A host on a video call at a desk with a ring light and a second monitor

Challenge

Events ran ad hoc. Each webinar or conference started from zero, and leads collected on the day rarely made it into the CRM in a usable state.

What I built

  1. A webinar playbook: topic planning, registration pages, reminder sequences and on-demand follow-up.
  2. Pre-conference outreach to book booth meetings in advance.
  3. Post-event nurture segmented by the conversation each lead actually had.
  4. Direct CRM capture so every registrant and attendee is attributed to the right event.

Result

A repeatable event engine the team can run without reinventing the process — with registrations and follow-ups landing in HubSpot automatically.