To streamline Director's Box’s networking events process, ensuring the right attendees are invited, engagement is tracked efficiently, and prospects are converted into premium members using an organized, automated system.
Recommended CRM Platform
HubSpot CRM (Starter Tier)
Centralizes contact management Automates communications and follow-ups Seamlessly integrates with Eventbrite Enables membership pipeline tracking
Process Breakdown
1. Contact List Clean-up & Preparation
Action: Verify and clean the Apollo contact list (~600 contacts). Use NeverBounce or Apollo Email Verifier to remove invalid/bouncing emails. Segment contacts into: Primary Audience: High-value verified contacts. Secondary Audience: Lower-priority but verified contacts. Invalid Contacts: Shift to LinkedIn outreach. Outcome: High-quality, segmented database ready for CRM import. 2. CRM Setup (HubSpot)
Action: Import segmented contacts into HubSpot. Apply relevant tags (e.g., "Apollo Source," "Event Interest"). Set up custom properties for event attendance and membership status. Outcome: Organized CRM with clear segmentation for targeted outreach. 3. Eventbrite Integration
Action: Integrate Eventbrite with HubSpot via App Marketplace. Automated contact updates based on event registration. Auto-create event-specific lists (e.g., "July Networking Event Attendees"). Outcome: Real-time event engagement tracking within CRM. 4. Email Campaigns & Automation
Action: Monthly Outreach: Sophie sends monthly personalized email sequences via HubSpot with Eventbrite links. Reminders & Follow-ups: Automated reminder emails 1 week before the event and post-event follow-ups within 24 hours. Membership Offers: Post-event targeted emails with membership benefits and limited time offers. Outcome: Consistent, timely communications maximizing engagement. 5. LinkedIn Outreach (Can be discussed before implemented)
Action: Utilize LinkedIn Sales Navigator and PhantomBuster/Waalaxy to: Connect with unverified or cold contacts. Send personalized event invitations. Track interactions within CRM. Outcome: Broadened reach to potential members beyond email lists. 6. Social Media Engagement
Action: Hannah promotes events and membership benefits on social channels. Track engagement via HubSpot's social tracking tools. Outcome: Increased visibility and social proof for events. 7. Post-Event Follow-up & Membership Funnel
Action: Send thank-you and feedback surveys post-event. Move engaged attendees through the membership pipeline: Event Attendee → Warm Prospect → Trial Membership → Full Member Use HubSpot dashboards to monitor conversion rates. Outcome: Measurable pathway from attendee to premium member. Final Notes The process is designed to ensure efficiency, traceability, and higher membership conversion. Director’s Box can expect better attendee quality, streamlined operations, and clearer ROI on events.
Excel Dataset Cleaning & Validation Category: Data Analysis, Data Entry, Data Management, Data Processing, Excel, Excel Macros, Microsoft Office, Visual Basic Budget: ₹1500 - ₹12500 INR
12-Nov-2025 11:03 GMT
full animation - 3d construction (facility walk through) Category: 3D Animation, 3D Graphic Design, 3D Modelling, 3D Rendering, 3D Visualization, AutoCAD, Building Architecture, Interior Design, Video Editing Budget: $30 - $250 USD
12-Nov-2025 11:02 GMT
Dholera Smart City Sales Partnership Category: Business Development, Market Research, Marketing Strategy, Project Management, Property Management, Real Estate, Sales, Sales Management, Urban Planning Budget: ₹37500 - ₹75000 INR
12-Nov-2025 11:01 GMT
Urgent Business Analyst Assignment Help Category: Accounting, Business Analysis, Data Analysis, Data Management, Data Visualization, Excel, Google Sheets, Statistics Budget: ₹600 - ₹1500 INR
12-Nov-2025 11:01 GMT
InstaPay EGP Transfer Category: Android, Android App Development, Flutter, IOS Development, IPhone, Logo Design, Mobile App Development, Payment Gateway Integration, PhoneGap, React Native Budget: $30 - $250 USD
12-Nov-2025 10:59 GMT
Modern Cloud Kitchen Logo Category: Adobe Illustrator, Photoshop, Branding, Graphic Design, Illustration, Logo Design, Vector Design Budget: ₹1500 - ₹12500 INR
React Animated Business Automation Landing Page Category: Animation, CSS, Frontend Development, Graphic Design, HTML5, JavaScript, Tailwind CSS, Typescript, Web Development, Web Design Budget: ₹12500 - ₹37500 INR
12-Nov-2025 10:55 GMT
3D Cartoonish Gamified Learning System Category: 3D Animation, Game Design, Game Development, JavaScript, MongoDB, NLP, Node.js, React.js, Simulation, Web Development Budget: ₹600 - ₹1500 INR
12-Nov-2025 10:53 GMT
Video Repair Specialist Needed Category: A / V Editing, After Effects, Audio Editing, Audio Engineering, Video Editing, Video Processing, Video Production, Video Services Budget: $30 - $250 AUD
12-Nov-2025 10:53 GMT
Children's Book Cartoon Illustration Category: 2D Animation, 2D Drawing, Art Consulting, Caricature & Cartoons, Character Illustration, Creative Design, Digital Art, Graphic Design, Illustration Budget: $250 - $750 USD
