B2B Events

Your company pays to be at the event. We make the event pay back.

Pre-event, post-event and list activation. Three funnels that turn every sponsorship into meetings in the pipeline.

Where the agent works

The agent works before and after. Your team makes the most of the event.

BeforeDuringAfterMonitor who is goingConnect and talkBook meetingsMeetings at the boothBooth follow-upActivate the listQualifyReturn to the CRMMeeting and saleAI agentYour team
The channel strategy

Ninety days of work, channel by channel, around two event days.

D-60D-45D-30D-15EventD+15D+30
Monitoringwho engages with the event
speakers, registrants, who likes and comments
LinkedInpre and post-event
invitesconversationsbooks meetingsevent hook
SMS and callwho hasn't replied yet
D+20D+27
Actions per day

Example with a two-day event. The start depends on each company's date and calendar.

The solution

Three funnels. One event worked end to end.

01

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: LinkedIn
02

Post-event funnel

In the following days, agents use the event as a hook to connect with who was there, resume booth conversations and open new ones.

Channel: LinkedIn
03

List activation

The official attendee list enters a 30-day multichannel cadence to find business opportunities and return them to the CRM.

Channels: WhatsApp, email, LinkedIn, SMS
Funnel 01 · Pre-event

Arrive at the event with a full calendar.

Weeks 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.

  • Starts 60 days before the event
  • Several team profiles operating in parallel
  • Meetings already on the rep's calendar
Monitored event · April 14 and 15
Marina AlcântaraConfirmed attendance
Meeting · day 14, 10:30
Renata AguiarCommented: we'll be there
Meeting · day 15, 2pm
Beatriz SallesSpeaker on the AI panel
In conversation
Diego LustosaLiked the event post
Invite sent
Bruno SampaioFollowed the event page
Captured

Illustrative volumes and names.

Funnel 02 · Post-event

The event is over. The conversation isn't.

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 FerrazFounder · VALLORIM

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?

Meeting booked · D+4
Funnel 03 · List activation

The attendee list becomes pipeline. Channel by channel, for 30 days.

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.

5.000attendees on the list
Email
D0D+4

Thanks for stopping by the Summit. Any questions about base activation?

WhatsApp
D+2D+9

Hi Renata, this is NORTVALE. We talked at the Summit booth, remember?

LinkedIn
D+6D+14

I saw you joined the AI panel at the Summit. Does it make sense to exchange ideas?

SMS
D+18D+25

Renata, last attempt from here. Does a quick chat make sense?

214opportunities in the CRM

Illustrative volumes.

The screen

Each attendee, with the story of what the agent did.

From the event list to the opportunity in the rep's pipeline.

Opportunities
1,730 eligible for reactivation · sample of 23
ListTableKanbanExport
Search contact or companyFilters
All 23R5A4Z8E6
Camila Ferraz15 Oct
True, I came back from the event to 200 emails. Wednesday 4pm?
ERecoveredVALLORIM
Beatriz Salles3 h ago
Invite with a note for approval
ZAwaiting approvalLUMINAR
Caio Ribeiro1 h ago
Touch 1 of 4 · read
ZIn contactÓRBITA SEIS
Tainá Moreirayesterday
Stopped by the booth on day 1 · enters tomorrow's queue
REligibleQUATORZE
Heitor Magalhães2 days ago
Asked not to be contacted · opt-out
EDiscardedLUMINAR
Rogério Mattos4 days ago
Recovered for Rafael · asked for a proposal
ERecoveredCORVO & PÁTIO
Camila Ferraz
Founder · VALLORIM · rep Rafael · RD Summit · no follow-up for 12 d · RD Station
ERecoveredContinue in GetRaze
StoryDossier final
RecoveredLinkedIn · 1 of 4 touches · on behalf of Rafael · signal: RD Summit list
12 OctSun · 12 days ago09:00
RAgent detected a signal: RD Summit list landed in RD Station · Camila stopped by the booth on day 2 and asked for WhatsApp material · no follow-up
13 OctMon · 11 days ago09:05
ZAgent sent a LinkedIn invite on behalf of Rafael · with a note
Camila, it was good to see you at the NORTVALE booth at RD Summit. Leaving the invite here; the WhatsApp material follows.
14 OctTue · 10 days ago08:30
ZCamila accepted the invite
08:31
ZAgent sent LinkedIn on behalf of Rafael · touch 1 · Context + easy out
Camila, you asked for the WhatsApp material at the booth and I emailed it; I think it got lost on the way back from the event. A 15-min summary? If it's not the time, tell me and I won't insist.
15 OctWed · 9 days ago11:03
ECamila replied on LinkedInInterest · score 78
True, I came back from the event to 200 emails. Wednesday 4pm?
11:04
EOpportunity recovered · in Rafael's pipeline · stage Reactivated · event lead marked active in RD Station · task “Confirm Wednesday 4pm”
Next step: now it's on Rafael: confirm Wednesday 4pm and resend the WhatsApp material
Report per event

The return of each event, measured.

From the list to opportunities
Attendees on the list5,000
Contacts activated4,20084%
Opened or read2,10050%
Replied52025%
Interested31060%
Opportunities in the CRM21469%

Example with illustrative data.

The return

The result arrives where your team already works.

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.

  • Opportunity created or reopened automatically
  • Notification to the responsible rep
  • In the GetRaze CRM or the one you already use
ÓRBITA SEIS · Renata AguiarHead of Sales
Source: Summit
Stage: Meeting bookedChannel: WhatsAppOwner: Rafael Moura

Agent summary

  • Stopped by the booth on day 14; interested in customer base activation.
  • Budget being defined in November.
  • Asked for a financial sector case before the meeting.
  • Meeting confirmed: Tuesday, 11am, with Rafael.

Next step

Send the financial sector case by Monday.

Email D0WhatsApp D+2Reply D+3Meeting D+7
Governance

Scale with control. Every contact, every channel, every message, traceable.

LGPD

One-click opt-out, applied to all channels.

Approval by stage

Messages, channels and volumes approved by the customer before activating. Immediate pause at any time.

Limits and human pace

Invites and messages within each platform's limits, during business hours, with variable intervals.

Access per user

Access profiles and permissions per team member.

Team profiles, not third parties'

Agents operate on the company's official profiles, never on bought or fake accounts.

Report per event

Volume per channel, replies, opportunities and meetings, for the committee and for finance.

Implementation

Per event or the whole calendar. In 10 days the machine is ready.

  1. 01
    Kick-off and mapping

    Events of the year, ideal profile, teams and CRM. 1 meeting.

  2. 02
    Configuration

    Agents, playbooks, channels, WhatsApp templates, CRM integration.

  3. 03
    Approval

    The customer validates messages, cadences and volumes before activating.

  4. 04
    Operation and reporting

    Active funnels per event, report at the end of each cycle, adjustment for the next.

The numbers

The event lead is the most expensive one a company generates. And the least attended.

80%of trade show leads never get a follow-up
50%of deals go to the first vendor that makes contact
94%of marketers say their company doesn't convert event leads
R$ 14 bnmoved per year by São Paulo's trade shows
8 millionvisitors in about 270 event days

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

The other solutions

The next event is already on your calendar.

In 30 minutes, we design the three funnels for it.

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