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Playbook

Event follow-up in the first 72 hours

Preparing the accounts worth meeting, capturing what was said, and following up while the conversation is warm.

Event follow-up in the first 72 hours

The value of an event is decided in the days after it, not during it. Conversations that felt promising on the show floor go cold within a week if nothing follows. This playbook covers the window that matters most — the first 72 hours — and the preparation that makes that window productive rather than frantic.

Before: prepare the accounts worth meeting

Good follow-up starts before the event. Knowing which accounts are worth meeting, who from them is attending and what each conversation should aim to achieve means the follow-up writes itself. Walk in with that context and the 72-hour window becomes about momentum, not reconstruction.

During: capture what was actually said

Memory fades fast at a busy event. The discipline is to capture the substance of each conversation immediately — what the person cares about, what they committed to and the specific next step — so the follow-up references the real discussion rather than a generic thank-you.

After: follow up while it is warm

  • Prioritise by intent — start with the conversations that showed a real next step.
  • Reference the specific discussion, not the fact that you both attended.
  • Make the next action concrete and easy to accept.
  • Route each account to the right owner so nothing stalls in a shared inbox.

Teams that run this rhythm consistently convert a far higher share of event conversations into pipeline — not because they met more people, but because they followed up on the right ones before the moment passed.

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