AIWorkDex
Sales Practice

Run a permissioned conference follow-up

Use a relevant opening and deliver the next step the person explicitly chose.

Preparation
Preparation before the event and same-day review after each useful conversation.
Difficulty
Easy
Task
Prepare event follow-up
Back to the Task: Prepare event follow-up

Before you start

Get what you need before you start

  • Write one customer problem you can discuss without exaggeration.
  • Check the organiser terms and the outreach rules for delegate and social profile data.

Steps

Work through the method

Use the listed inputs and tools. Check the evidence when you need to verify a step.

  1. Prepare a short opening

    Write a question that names the context and asks whether the problem is relevant. Prepare one useful resource or booking option for people who want to continue.

    Why it matters: A question allows the other person to establish relevance before a product explanation.

    Input
    The event audience, one supported customer problem, and product limits.
    Output
    A problem-led opening, follow-up options, and an honest exit line.
    Tools in this stepLinkedIn

  2. Agree the follow-up in the conversation

    Ask which channel, purpose, and timing the person wants. Scan or show a LinkedIn QR code only after agreement and record no extra detail.

    Why it matters: The person should understand the connection and the promised next step.

    Input
    The useful conversation and available follow-up options.
    Output
    A permissioned connection with the chosen purpose and timing.
    Tools in this stepLinkedIn

    Evidence for this step

  3. Deliver the promised next step

    Send only the agreed resource, question, or booking link. Record objections or no-fit outcomes and stop unrelated follow-up.

    Why it matters: A precise follow-up respects the expectation created in person.

    Input
    The agreed connection, purpose, and timing.
    Output
    The promised follow-up, a booked conversation, or a closed record.
    Tools in this stepLinkedInHubSpot Sales Hub

    Evidence for this step

Success checks

Check the result before you finish

  • The opening lets the other person decide relevance.
  • The contact chose the follow-up purpose, channel, and timing.
  • The follow-up contains only what was agreed.

Failure modes

Watch for these problems

  • A badge or delegate list becomes an outreach list. Check the stated expectation and applicable rules.
  • A LinkedIn connection triggers a sequence. Stop until the person has agreed to that purpose.
  • The opening promises event conversion. Remove the unsupported claim.

Tools

Choose the tools you need

Sources

Read the sources behind this practice

Check what each source supports and where the advice has limits.