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The Ultimate Event Management Playbook

The Secret to Maximizing Event ROI?

A collaborative, coordinated effort between Marketing, Sales, and RevOps. We’ve gathered the wisdom of experienced leaders to break down the pre-event, during-event, and post-event actions for each team.



Build effective plays surrounding event strategy, speaker management, and team enablement.


Sales Leaders

Maximize opportunity creation with strategies for booth staffing, securing meetings, and post-event follow-ups.



Drive efficiency and accuracy by mastering the ins and outs of list building, campaign creation, and reporting.

“LeanData is saving us 5 hours per event, and we do about 30 events a year, so LeanData enables our Operations teams to save 150 hours over the course of a year.”

Kieran Snaith VP of RevOps

Everything You Need for Successful Event Management

The guide is full of handy event resources and checklists to make your event a success. It’s like having your very own event consulting firm, wrapped up in one powerful ebook! Here are more resources to get you started:

How Qualified’s RevOps Team Saves 150 Hours per Year With LeanData

Learn from Qualified’s VP of RevOps, Kieran Snaith, as he shares the automations they’ve put in place for events, giving RevOps more time to spend on bigger ticket items and allowing them to scale.

Read Their Story

How BookIt for Forms Helped Schedule 223 Meetings at Two Events

It’s no big secret that securing meetings at events is a huge ROI driver. Learn how to automatically schedule meetings at events for your reps at with the use of automated scheduling to reduce manual sales activity.

Learn More

Steal that Playbook: Activating Your Event Strategy

Learn from revenue leaders at Spekit, CaptivateIQ and LeanData as they share actionable tips for you to CRUSH this events season. They discuss pre-show prep, on-the-ground activations, and post event nurtures.

Watch the Video

  • BookIt
  • Lead Management
  • Marketing
  • Operations
  • Sales
  • Scheduling

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