Playbooks · New Business

Playbook 07. Conference / Event Follow-Up

Rep logs a conference or event conversation in CRM and tags the contact 'Post-Event Send'

Goal · Be the most memorable follow-up from any event the prospect attended — which isn't a high bar given most follow-ups are generic LinkedIn requestsTiming · Ship within 24 hours of the event ending — arrives on their desk their first day back in the office

The video angle

Record once. [First Name] is the only variable — swapped by Sendspark at send time. When recording, be self-aware — acknowledge you met a lot of people and so did they. Then address the business topic that dominates conversations at the types of events you attend. Make it feel like a continuation of the energy from the event, not a sales pitch from a stranger. Script: "[First Name], I know we both talked to a lot of people. I didn't want to be just another card in your pocket. The conversation I keep having at events like this is about [most common topic that comes up in your market]. I think there's something real worth exploring. Scan the code when you're settled back in."

Automation & CRM triggers

  • CRM workflow: when a contact is tagged 'Post-Event Send,' Boxli fires automatically. Rep fills in one field: 'Key topic discussed' — used for the physical note card insert.
  • Bulk send support: for events where reps met 20+ people, Boxli's bulk send handles the volume with individual note card personalization. No manual one-by-one processing.
  • Auto-schedule: rep receives a Slack reminder 6 days post-delivery — 'Time to follow up on your event contacts. [X] boxes delivered.'
  • Deduplication check: do not fire if a send has already gone to this contact in the last 90 days via any other playbook

The QR landing page

A post-event resource page: any content you produced for or presented at this type of event, a case study directly relevant to the most common challenge discussed in your space, and a meeting booking link. Should feel like it was built for people who attended events like this — not a generic landing page.

Follow-up sequence

  • Day 1 post-event: LinkedIn connection request with a specific note referencing where you met — booth, session, dinner, hallway. Be specific enough that they remember.
  • Day 2 post-delivery: Email — 'Something from us should have arrived. I thought it was more interesting than another email.' Continue the conversation topic from the event.
  • Day 7: Share one resource or insight tied to the specific business topic you discussed. Value before the pitch.

Reading the signals

  • QR scan within 3 days of delivery = they remember the conversation and are genuinely curious. Respond fast — this window closes quickly.
  • No scan but they respond to the LinkedIn or email = the box accomplished its awareness goal. Convert through the conversation — don't make it weird by referencing the box again.
  • No scan, no response after 14 days = they were networking, not buying. Move to low-touch quarterly nurture. No more physical sends for 6 months.

Wire this into your CRM.

Every playbook on this page can be configured as a campaign in boxli — trigger from a HubSpot or Salesforce workflow, video personalization auto-applied per recipient, follow-up paused on QR scan. We'll set the triggers up on your kickoff call.