TaskDrive

Ultimate Guide to Scheduling More Sales Meetings at Conferences

Get More Sales Appointments

One of the main reasons to attend a conference is to schedule more sales meetings for your business. It can be a little frustrating when you do not get the full benefits of attending a conference. Planning ahead helps considerably, like defining specific goals or deciding which sessions to attend, but you can do so much more.

Proper event lead research beforehand with the use of event apps and websites will help you to set up more sales meetings at the event. Taking the steps necessary to ensure your meetings take place will also greatly boost the number of prospects you get from conferences.

The Playbook Process

Step 1

Research for Leads at Conferences

To begin scheduling sales meetings and increasing the leads in your sales pipeline, you need to first find out who else is also coming to the conferences you are attending.

Conference Attendees

Web Summit 2017 Attendees' List

Most conferences will have an official website presentation or app that contains the list of event attendees. The only pitfall with the information would be the lack of key contact details such as job titles or emails.

Get the attendee list by:

  • Installing the conference app and accessing the list
  • Scraping the conference website manually or using a scraping tool

Exhibitors, Sponsors and Speakers

Web Summit 2018 Speakers' List

Just like conference attendees, the information for exhibitors, sponsors or speakers are usually listed on the conference website or app. They may be potential partners or customers for your business.

Get the list of exhibitors, sponsors or speakers by:

  • Installing the conference app and accessing the lists
  • Scraping the conference website manually or using a scraping tool

Social Media

#websummit Twitter Search

Aside from accessing the event websites or apps, you can also use social media to your advantage when researching for more information.

Lost Opportunities Nearby

"lisbon" LinkedIn Search

There may be other relevant prospects that are based near the conference venue which you could also contact.

  • For prospects who are not attending the conference, offer to buy them a ticket so you can meet up with them and participate together.
  • If the prospect is still not interested in attending the conference, offer to meet up with them afterwards since you are already in their city anyway.
  • You could also find more prospects in close proximity by using LinkedIn and searching for people based on your Ideal Customer Profile (ICP).
Tip: Before sending out email campaigns, show that you are attending a conference by putting it in your signature. This may indirectly start conversations or create opportunities with other prospects in your mailing list by having a common conference in conversation.

Step 2

Clean Up Your Lead Information

While generating leads from conferences, you want to make sure that the information you have is accurate and working.

To do some basic CRM hygiene:

  • Run an SMTP check to make sure the emails do not bounce.
  • Compare the data of your leads with their profiles on LinkedIn to make sure they are still working at the companies.
  • Filter your lead lists against your blacklist to avoid contacting the wrong people.

Step 3

Schedule More Sales Meetings

Once you have your list of prospects, reach out to them with simple messages and and have sales meetings set up.

A simple email or social media outreach with the following type of messaging usually works:

  • Send a message that introduces the founder of your business (send it from a different account if that is you) and states that he or she wants to meet with the prospect.
    e.g. “...Our founder would like to meet you…”
  • If you already have rapport with your prospect, or perhaps your business contact, you could check with them and find out if there is anyone else they know that is attending the conference together with them. That way, you get other possible relevant prospects that you can get in touch with.

For email template ideas click here

Step 4

Prevent No-Shows at Your Sales Meetings

Be proactive in your messaging and prevent no-shows for scheduled sales meetings at conferences.

Make sure your conference prospects show up for scheduled sales meeting:

  • Text a message to your prospect 15 minutes prior to your meeting.
  • Attach a map of the conference and the location where you will meet. This can be a link or a screenshot.
  • Remember to include your information from WhatsApp, Telegram, Viber, WeChat, and/or other chat messaging platforms so your prospect can contact you while you are abroad.

Summary

Never miss out on the benefits of attending a conference again by doing the necessary lead research work beforehand. There are many reasons to attend a conference — let scheduling sales meetings be one of the main reasons.

Have your sales team focus on closing deals at scheduled sales meetings.
Get TaskDrive to do the lead research for you with a risk-free one-week trial.

or

More Playbooks

Web/Data Scraping

Last updated: December 7th, 2018

With the help of various software and tools we can scrape any website of your interest and extract data that you can use for your sales efforts.

Learn more

B2B List Building

Last updated: November 13th, 2018

Find more ideal customers for your business based on your ideal customer profile and our lead research.

Learn more