Open the app
It opens with a sample team and sample events, so you can try every step first.
- Open
eventworth.ai/app.html - Try it on the sample events, or press Start with no events for a clean workspace
- Workspaces across the top: Today, Personalize, Invites, Registrations, Follow-up, ROI
- Show one Do this now card per workspace
- Keep a goal at the top of each workspace
New to it? The Step by step tab opens one step at a time, with a Next button.
Add the event in one line
On Today. Name, city, date, budget and seats.
- Type, for example,
CISO dinner Jakarta 12 Dec US$35k 20 seats - Press Add
- Copy the closest past event: accounts, team, emails and content
- Hold out 1 in 5 accounts, so pipeline can be measured later
- Write the event’s emails with dates and audiences
One line, two exports, then approvals. 78 seconds.
Add target accounts and owners
In Invites. Skip if the copied accounts are right.
- Drop the target account export, or keep the copied list
- Drop the CRM owners export: Account Name, Account Owner, Owner Email, SDR, SDR Email, and tier if you have it
- No contact names, deal values or notes needed
- Add any missing AE emails: one box each
- Keep accounts near the venue
- Sort them into Tier 1, 2 and 3
- Match each account to its AE and SDR
- Route invites, confirmations and follow-ups to the right person
Choose who sends what under Invites → More options, for example Tier 1 from the AE and the rest from the SDR.
Approve the personalized invites
In Personalize. Tier 1 by account, Tier 2 by industry, Tier 3 gets the email wave.
- Open one account and read its four tabs
- Edit anything you want to change
- Optional: upload an ebook, or your own designed landing page
- Press Approve all
- Write an email, a LinkedIn message, a landing page and a brief for every Tier 1 account and Tier 2 industry
- Mark the ebook sections that matter to each account
- Personalize your page’s headline, subheading and button per account
The four touches for each account, the ebook and your own page. 62 seconds.
Send each AE their invites
One click from Personalize. Then the send bar at the bottom.
- Press Send to each AE
- Send from the bar at the bottom, one at a time or as a mail merge
- Load the event and the held-out list into Marketo or HubSpot
- Write one email per AE and SDR: their accounts, a brief, the email and LinkedIn message for each, and each page link
- Remind quiet AEs, then tell their sales lead
- Add one line of their own
- Send from their own mailbox
Fill the room
In Registrations, from four weeks out to the day before.
- Upload the registration export from Cvent, Marketo or HubSpot each week
- Approve the ranked moves and the show-rate actions
- Track the registration rate from target accounts against your target
- Rank moves by registrations they add: AE invites, past attendees, a second guest
- Predict the show rate and line up confirmations
The goal, the ranked moves and the show-rate actions. 52 seconds.
Follow up every attendee
In Follow-up, the morning after.
- Upload the attendance export
- Confirm the sort: Hot, Warm, Nurture, No-show
- Download the hold list for Marketo or HubSpot
- Hold Hot attendees from the general email
- Send each AE and SDR a brief and a draft per person
- Remind at 24 hours, tell the sales lead at 48, hand to the SDR, second touch at 72
- Edit and send within 24 hours
What happens when AEs don’t respond. 59 seconds.
Prove what the event returned
In ROI, two to four weeks after.
- Drop a CRM export and the attendee lists
- Approve the sure matches; check the uncertain ones
- Send the report to the CMO and CRO
- Match attendees across personal emails, typos and short names
- Compare pipeline per US$1 with held-out accounts
- Give each event Repeat, Fix or Stop, and write the report
Matches, verdicts and the report. 38 seconds.
Run every event from Today
By region, month and event manager.
- Open Today: the next step for each event
- Assign owners, filter by region or month
- Or approve by replying YES to one daily email
- Track each agent’s outcome by event manager
- Bring the next approval to you
Every event in one place. 47 seconds.
Ready for your next event?
Open the app and try it on the sample events, then add your own in one line. Questions: hello@eventworth.ai
Videos use sample data for a fictional company. Live sync with Marketo, HubSpot and Salesforce is on the way; today Eventworth works from your exports.