PRODUCT TOUR
One event.
From plan to closeout.
See event planning in the actual app, including Greenbuild International Conference & Expo. Follow the workflow from event setup to the review after a show.
The tour uses captured product screens. Budgets and inventory require Team or Unlimited; advanced reporting, custom fields, task templates and HubSpot require Unlimited.
Begin the tourSTEP 1 / SET UP THE EVENT
Start with the show and the reason for going.
Add event dates, participation, venue and organizer documents. Set objectives so the team knows what success should look like.
- Keep floor hours, move-in and move-out as separate schedule windows.
- Choose objectives such as lead generation or customer retention.
- Save the prospectus, floor plan and rules with the event.
STEP 2 / BOOTHS & SERVICES
Connect reservations, invoices and payment dates.
Track multiple booths when needed. Record services with their vendors and group line items on an invoice, including tax and fees.
- See what is reserved and what still needs ordering.
- Record deposits and remaining balances on a payment schedule.
- Keep each invoice attached to the records it covers.
STEP 3 / PEOPLE & TRAVEL
Give each attendee a plan they can use.
Select people from the workspace directory, record registrations and arrange travel. Assign booth duty, demos and meetings in the Team Agenda.
- Connect flights, lodging and transport to the people covered.
- Include additional flight legs for connections.
- Share a personal brief on screen or as a printable PDF.
STEP 4 / LOGISTICS & READINESS
Check the details before the team leaves.
Reserve reusable equipment, allocate giveaways and tag reservations to shipments. Then review readiness and the tasks still open.
- Check inventory before allocating collateral.
- Track carriers, destinations, delivery dates and shipment documents.
- Add requirements such as a certificate of insurance, with a deadline and supporting file.
STEP 5 / COSTS & CLOSEOUT
Finish the records. Keep the lessons.
Record final expenses and credits, reconcile invoices and returns, and review results against your objectives. Use those records when deciding which events to attend again.
- Compare recorded costs with the event budget.
- Record giveaway usage and returned inventory.
- Review objectives, outcomes and costs across events.
MORE OF THE WORKSPACE
Explore the records behind the plan.
Open a screenshot to see the details.
Start with your next event.
Compare plans, including the free plan for up to five organization users.