Beyond the Booth: Strategic Approach to Supercharging Your B2B Conference Participation Impact

Beyond the Booth: Strategic Approach to Supercharging Your B2B Conference Participation Impact

In the high-stakes world of B2B marketing, global conferences aren’t just events—they’re strategic powerhouses! They offer unparalleled opportunities for brand visibility, lead generation, and strategic networking. However, to truly harness their potential, you need more than just a booth and some brochures. You need a meticulously crafted strategy that turns these gatherings into gold mines for your business.

Here’s how to make your conference participation not just successful but transformative:

1. Set Ambitious, Clear Objectives

Before diving into the nitty-gritty, align your conference strategy with clear, ambitious objectives. Whether your goal is to generate 500 qualified leads, secure 50 high-value meetings, or forge 10 new partnerships, defining these targets will focus your efforts and drive measurable outcomes.

For example, at Money20/20, we aim to generate 250 - 300 MQLs. We set a target of scheduling at least 20-25 meetings per person, to ensure we have quality conversations with our targeted accounts.


2. Assemble a Dream Team

Be very intentional about who attends the event from your team. The heavy lifting needs to be done by your hunters, so they will surely attend, but AMs to nurture existing client relationships, marketing gurus to drive thought leadership, and product teams to explore product innovations or partnerships. Having some amount of leadership presence can also make a big difference in all those strategic meetings.

Typically, for a 6x6 booth size, you should have about 10-12 people attending the event.

3. Master Pre-Event Engagement

Pre-event marketing is essential for maximizing engagement. You can't expect to rely on luck to have meetings with the target accounts. Similarly, you can't rely on inbound traffic alone, as the quality of these meetings can go down. The idea is pre-scheduled meetings to ensure you get the desired outcomes:

  • Attendee Matchmaking: As soon as the event apps go live, use it to identify target accounts and start outreach activities.
  • Outreach activities: Run multiple outreach email campaigns to enable your sales team to Pre-book 1-2-1 meetings. Use content marketing and other engagement touchpoints to build interest and awareness.

4. Prepare Your Team

Ensure that every team member is aligned with a unified brand message. Create a comprehensive briefing deck that outlines key talking points, engagement opportunities, floor plan, booth activities, and main conference agenda, key speeches etc. so that they can go in all guns blazing!


5. Design an Unforgettable Onsite Experience

The idea is to stand out from the clutter at these events—whether it's your booth, merchandise, or networking cocktail, it should be talkworthy. Use interactive elements like hosting a talk, bringing in a DJ, and cool merchandise at the booth to draw in attendees.

6. Onsite Execution

Onsite execution combines strategic focus with adaptability. Some non-negotiables are as follows:

  • Badge Scanning: Use tools like Cvent to scan badges and capture attendee details, although I've had some challenges with the big conferences integrating into tools like Cvent.
  • Meeting Notes: Record every interaction to ensure follow-up actions are precise.
  • Follow-Up: Schedule follow-up meetings during the event to maintain engagement.
  • Leverage Multiple Engagement Touchpoints: If prospects can’t meet face-to-face, invite them to your happy hour, or networking event, or to drop by for some swag from your booth.

7. Optimize Post-Event Follow-Up

The work doesn’t end when the event does. Effective post-event follow-up is crucial for sustaining momentum.

  • CRM Updates: Ensure all leads and interactions are promptly updated in your CRM, 24 hours after the event.
  • Thank You Notes: Send personalized thank-you emails within 48 hours. Automate this process for scalability.
  • Post-Event Analysis: Conduct a thorough debrief to assess performance against objectives and gather insights for future events.

8. Measure and Analyze ROI

Monitor the progression of leads through your sales funnel 90 days after the event, depending on your sales cycle. Key data points to assess include:

  • Lead Conversion Rates: Monitor the progression of leads through your sales funnel.
  • Pipeline Value: Assess the value of the pipeline generated from the event.
  • Sales Cycle Impact: Evaluate how the event has influenced your sales cycle and deal closures.


Last but not least continuously refine your strategy. Use the insights gained to refine your approach for future events. Analyze what worked well, what could be improved, and how you can enhance your overall strategy. You’ll transform conferences from mere events into strategic assets that drive tangible business results. Remember, success at these high-profile gatherings requires more than just participation—it demands a strategic, well-executed approach that turns opportunities into growth.

Vidushi Dhawan

Product Marketing Manager | USC Marshall Graduaduate

5mo

Such great advice Mansi Chopra. This is golden advice for event marketers :)

Not being biased about Money20/20, I really feel all marketers should have a read on this when they are planning events! Especially on point 7, personalized thank-you emails are such a good way to anchor in that relationship you build. I have seen really amazing work by Boxo when it comes to pre & post show engagement.

Pauline Jorge

Business Development Director at Money 20/20 Asia

5mo

 Such a brilliant article! Must-read playbook for any marketer! "global conferences aren’t just events—they’re strategic powerhouses" Mansi Chopra. I AGREE!

Awesome playbook 👏 Love this!

Mansi Chopra

Global Marketing Lead - Alipay+ | Ex- Thunes | Ex-Nium | Fintech Marketer | Growth Hacker, Brand Storyteller

5mo

Rajhev Rajkumar Mark Hutchinson Ash Bansal MA (Hons) would love to know your thoughts.

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