Embudo pre-evento
Los agentes identifican quién va al evento por la interacción en LinkedIn, conectan, conversan y agendan reuniones para que ocurran ahí, antes de abrir las puertas.
Canal: LinkedInPre-evento, post-evento y activación de lista. Tres embudos que convierten cada patrocinio en reuniones en el pipeline.
Ejemplo con un evento de dos días. El inicio depende de la fecha y del calendario de cada empresa.
Los agentes identifican quién va al evento por la interacción en LinkedIn, conectan, conversan y agendan reuniones para que ocurran ahí, antes de abrir las puertas.
Canal: LinkedInEn los días siguientes, los agentes usan el evento como gancho para conectar con quien estuvo ahí, retomar conversaciones del stand y abrir nuevas.
Canal: LinkedInLa lista oficial de participantes entra en una cadencia multicanal de 30 días para encontrar oportunidades de negocio y devolverlas al CRM.
Canales: WhatsApp, correo, LinkedIn, SMSSemanas antes, los agentes monitorean quién interactúa con el evento en LinkedIn: ponentes, inscritos, quien da like y comenta. Conectan, conversan y agendan la reunión para que ocurra en el stand o en el café, el mismo día.
Volúmenes y nombres ilustrativos.
En los días siguientes, los agentes conectan con quien estuvo ahí y con quien pasó por el stand, usando el evento como gancho. La conversación empieza caliente, porque el contexto es compartido.
Camila, pasaste por nuestro stand en el Summit, el miércoles. ¿Te quedó alguna duda sobre lo que mostramos de activación de base?
¡Hola! Sí pasé, me pareció interesante la parte de WhatsApp. Estamos evaluando algo así para el año que viene.
Genial. Tengo un caso de una empresa de tu sector que empezó exactamente por ahí. Puedo mostrarlo en 20 minutos. ¿Martes a las 11 te sirve?
Cada contacto entra en una cadencia multicanal. Quien responde es calificado por el agente y devuelto al CRM con reunión agendada o próximo paso definido.
Gracias por pasar por el Summit. ¿Te quedó alguna duda sobre activación de base?
Hola Renata, soy de NORTVALE. Hablamos en el stand del Summit, ¿recuerdas?
Vi que participaste en el panel de IA del Summit. ¿Tiene sentido intercambiar ideas?
Renata, último intento por aquí. ¿Tiene sentido una charla rápida?
Volúmenes ilustrativos.
De la lista del evento a la oportunidad en el pipeline del vendedor.
Ejemplo con datos ilustrativos.
Cada respuesta se vuelve una oportunidad en el CRM, con el historial de la conversación, un resumen, el próximo paso y la reunión en la agenda del vendedor. El equipo solo entra cuando hay alguien con quien hablar.
Enviar caso del sector financiero antes del lunes.
Opt-out en un clic, aplicado a todos los canales.
Mensajes, canales y volúmenes aprobados por el cliente antes de activar. Pausa inmediata en cualquier momento.
Invitaciones y mensajes dentro de los límites de cada plataforma, en horario comercial, con intervalos variables.
Perfiles de acceso y permisos por persona del equipo.
Los agentes operan en los perfiles oficiales de la empresa, nunca en cuentas compradas o falsas.
Volumen por canal, respuestas, oportunidades y reuniones, para el comité y para finanzas.
Eventos del año, perfil ideal, equipos y CRM. 1 reunión.
Agentes, playbooks, canales, plantillas de WhatsApp, integración con el CRM.
El cliente valida mensajes, cadencias y volúmenes antes de activar.
Embudos activos por evento, informe al final de cada ciclo, ajuste para el próximo.
Brasil es el 6.º mayor mercado de eventos B2B del mundo. La inversión está hecha. El retorno depende de lo que pasa antes y después.
Fuentes: Exhibitor Magazine; InsideSales; Harvard Business Review; UBRAFE; ABEOC Brasil
En 30 minutos, diseñamos los tres embudos para él.
Agendar demostraciónLast updated: February 2026
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