Case study · Live events operations
Event follow-up organized by date and owner
Sales reps had speaker and event details alongside assigned follow-up tasks. Event dates guided the follow-up schedule while reps handled the conversations.
- GoHighLevel
- Eventbrite
- Zapier
- FanBasis
The problem
Sales needed speaker and event context.
Ticket buyers across speakers and events needed routing context. Upgrade follow-up lived in reps’ heads.
The change
Speaker and event details guided the follow-up work.
The business need
- Ticket buyers across speakers and events needed routing context. Upgrade follow-up lived in reps' heads.
Implemented approach
- Speaker and event tags supported routing, while assigned tasks and event dates guided follow-up.
Speaker context and rep tasks
Speaker and event tags guided the configured pipeline routing. Rep instructions covered contact, sales-stage updates and recording upgrades.
Event-date follow-up
Configured rules used the relevant event date to schedule post-event follow-up.
The results
Follow-up tasks tied to the relevant event.
Speaker and event information gave reps context for assigned follow-up. Documented tasks covered contact, sales-stage updates and recording upgrades, while event dates guided the post-event schedule.
Reps retained judgment over outreach and customer decisions.
Scope and responsibilities
The work covered speaker pipeline segmentation, event-date lifecycle rules, routing and follow-up automation, and documented rep operating instructions.
Your next step
What could your team do with less administrative work?
Review how ticket and event information reaches your sales team, and where clearer handoffs could support their work.
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