Pre-event funnel
Agents identify who is going to the event through LinkedIn engagement, connect, talk and book meetings to happen there, before the doors open.
Channel: LinkedInPre-event, post-event and list activation. Three funnels that turn every sponsorship into meetings in the pipeline.
Example with a two-day event. The start depends on each company's date and calendar.
Agents identify who is going to the event through LinkedIn engagement, connect, talk and book meetings to happen there, before the doors open.
Channel: LinkedInIn the following days, agents use the event as a hook to connect with who was there, resume booth conversations and open new ones.
Channel: LinkedInThe official attendee list enters a 30-day multichannel cadence to find business opportunities and return them to the CRM.
Channels: WhatsApp, email, LinkedIn, SMSWeeks before, agents monitor who is engaging with the event on LinkedIn: speakers, registrants, who likes and comments. They connect, talk and book the meeting to happen at the booth or over coffee, on the day.
Illustrative volumes and names.
In the following days, agents connect with who was there and who stopped by the booth, using the event as a hook. The conversation starts hot, because the context is shared.
Camila, you stopped by our booth at the Summit on Wednesday. Any questions about what we showed on base activation?
Hi! I did stop by, I found the WhatsApp part interesting. We're evaluating something like that for next year.
Great. I have a case of a company in your sector that started exactly there. I can show it in 20 minutes. Does Tuesday at 11 work?
Each contact enters a multichannel cadence. Whoever replies is qualified by the agent and returned to the CRM with a booked meeting or a defined next step.
Thanks for stopping by the Summit. Any questions about base activation?
Hi Renata, this is NORTVALE. We talked at the Summit booth, remember?
I saw you joined the AI panel at the Summit. Does it make sense to exchange ideas?
Renata, last attempt from here. Does a quick chat make sense?
Illustrative volumes.
From the event list to the opportunity in the rep's pipeline.
Example with illustrative data.
Each reply becomes an opportunity in the CRM, with the conversation history, a summary, the next step and the meeting on the rep's calendar. The team only steps in when there is someone to talk to.
Send the financial sector case by Monday.
One-click opt-out, applied to all channels.
Messages, channels and volumes approved by the customer before activating. Immediate pause at any time.
Invites and messages within each platform's limits, during business hours, with variable intervals.
Access profiles and permissions per team member.
Agents operate on the company's official profiles, never on bought or fake accounts.
Volume per channel, replies, opportunities and meetings, for the committee and for finance.
Events of the year, ideal profile, teams and CRM. 1 meeting.
Agents, playbooks, channels, WhatsApp templates, CRM integration.
The customer validates messages, cadences and volumes before activating.
Active funnels per event, report at the end of each cycle, adjustment for the next.
Brazil is the world's 6th largest B2B events market. The investment is made. The return depends on what happens before and after.
Sources: Exhibitor Magazine; InsideSales; Harvard Business Review; UBRAFE; ABEOC Brasil
In 30 minutes, we design the three funnels for it.
Book a demoLast updated: February 2026
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