Conference Attendee Checklist

Use this template to organize your conference attendance plans all in one place:

Leads

If you’re attending a conference on behalf of a business, you’re likely generating leads while you’re there. Add your lead gen goals to a space, plus sales leads and opportunities via Salesforce, Copper, Hubspot, LinkedIn Sales Navigator and others.

Travel

Add travel planning and logistics to a space, so you can easily access your flight and hotel information.

Notes & reference docs

From a space, you can check records in Salesforce or open resources from sales tools like Proposify and Gong.io. And don't forget to save session notes, maps, and the conference schedule to help you move quickly.

With this conference attendee checklist, you get:

• A reference to use as you plan attendance for industry conferences and events.
• A dedicated space to organize your conference attendee details, resources, and goals.
• The option to share with team members.

Use with your favorite cloud apps: