From Booth to Inbox: Building Better Post-Event Funnels

The event is just the beginning. Most of your ROI will come after the booth is packed up.

But if your post-event funnel is slow, generic, or nonexistent—you’re leaving leads (and money) on the table.

Better Funnel Design

  1. Pre-tag your leads: Capture source, interest, and urgency
  2. Automated email flows: First message goes out within 24 hours
  3. Content match: Send the right download, coupon, or demo based on their interest
  4. Route hot leads: Flag VIPs for personal follow-up

Real Example

At a food service show, we deployed a simple 3-step flow:

  • SMS opt-in at booth → tagged by interest (menu planning, prep ease, etc.)
  • Automated email with relevant content
  • High-interest leads pushed to HubSpot sales pipeline

Conversion? 39% higher than the previous year.

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Final Thought

Don’t make your best event leads wait. Build systems that move as fast as your conversation—and keep the relationship going.

Smarter Campaign Testing: A/B Isn’t Enough—Try Layered Insights

Most teams run a headline A/B test and call it a day. But when you’re ready to go deeper, you need layered insight testing—not just binary results.

Layered testing means:

  • Evaluating performance across segments (audience behavior, timing, placement)
  • Combining creative variables with targeting shifts.
  • Tracking engagement depth, not just click-through rate

Better Testing Starts with Better Questions

Ask:

  • Which version worked best for first-time vs. returning users?
  • What time of day drove the most saves vs. shares?
  • Did copy variation A work better in paid vs. organic placements?

Creative briefing that leads to smarter testing

What to Test (Beyond Just Headlines)

  • Offer framing (urgency vs. value)
  • Visual tone (user-generated vs. polished)
  • CTA placement (mid vs. end)

Example

A boutique skincare brand tested the same offer two ways:

  1. “Get glowing skin by the weekend” (benefit-led)
  2. “25% off your glow-up kit” (deal-led)

They discovered the benefit-led copy drove more saves and shares among younger users, while the deal-led version performed better in SMS retargeting. Insight: channel and mindset both matter.

Final Thought

Don’t just test what’s easy—test what’s meaningful. The more layers you explore, the more actionable your insights become.

Lead Generation at Events: Turning Conversations into Conversion Data

Events are powerful brand-building opportunities, but too many teams walk away with a fishbowl of business cards and no follow-up plan.Done right, events can be your most effective first-party data acquisition channel—and a major source of conversion-ready leads.

5 Steps to Smarter Event Lead Capture

  1. Pre-event segmentation: Know your ideal audience and prep forms, flows, and offers accordingly.
  2. Live capture stations: Use QR codes, tablets, or SMS to collect data in real time with clear CTAs.
  3. Incentivized opt-ins: Offer value in exchange for information—content, discount, access, giveaway.
  4. Tag + track: Make sure lead source and interest type are tagged for smarter follow-up.
  5. Follow-up within 48 hours: Set up an automated or semi-automated drip to stay top of mind.

Always-on marketing strategies for small teams

Real Example

At a recent food expo, we created a mobile survey + SMS opt-in funnel that captured:

  • Product preferences
  • Dietary restrictions
  • Geographic location

That data was then used to segment leads into content flows that matched local retail availability. Conversion uplift? 28%.

Final Thought

Don’t let warm leads go cold. The best event ROI comes from what happens after the handshake. Structure your tech and team to carry the conversation forward—automatically.