Sales Checklist for Post-Event Follow Up

Prepared By: [Your Name]

Date: [Month Day, Year]

Department: Sales

Document Number: [00-00]

• Categorize attendees based on engagement levels or interests

• Send a personalized thank-you email to all attendees within 24-48 hours.

• Prioritize potential leads for direct follow-up calls or personalized emails.

• Share event-related content (presentations, recordings, infographics)

• Send out a feedback survey to understand attendees concerns

• Connect with attendees on LinkedIn or other relevant platforms.

• Schedule follow-up meetings or demos

• Track email open rates, click-through rates, and responses

• Conduct an internal meeting to discuss the event's success

• Create a long-term nurturing plan for leads

• Tailor follow-up communications based on the attendee's interactions

• Use personalized messaging to strengthen relationships.

• Continue to express gratitude and foster relationships by staying in touch