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Annual field strategy
Calendar, target accounts, segments, regions, budget split, partner events, and a learning plan across the year.
what improves
A field plan, not a panic-buying habit.
mvpGrow runs field marketing for B2B startups as a managed GTM motion: pre-event targeting, meeting generation, on-site activation, HubSpot attribution, sales follow-up, and the post-event reporting that tells you what to do next.
Conferences, trade shows, executive dinners, partner events, roadshows, and meetups — connected to sales, the CRM, and the quarter's pipeline goals.
for funded GTM teams with a conference calendar — also useful for the first major event a startup actually runs.
pre_event
post_event
Before the event, during the event, and after the event — connected to the same GTM motion instead of three separate scrambles.
Most teams hit the conference floor with a list of "people we hope to bump into", a badge scanner, and a follow-up plan that starts the Tuesday after they're back.
We treat field marketing as a connected motion: targeting, pre-event meetings, on-site activation, CRM capture, sales follow-up, attribution, and the report that makes the next event better.
An event is a campaign with a venue. We plan it that way and run it that way.
Pick a single event, a region, or the whole annual program. Each layer is built to connect to the next — targeting to meetings to on-site to CRM to follow-up to reporting.
Calendar, target accounts, segments, regions, budget split, partner events, and a learning plan across the year.
what improves
A field plan, not a panic-buying habit.
Event briefs, goals, audience, booth/demo flow, collateral, swag, side-event coordination, and on-site staffing decisions.
what improves
Events that look planned, not improvised.
Target account lists per event, attendee research, persona priorities, and conversation starters for the people that actually matter.
what improves
You arrive knowing who you want to talk to.
Outbound, email, LinkedIn, and partner-driven meeting generation before the show, with a calendar that fills before you land.
what improves
Pipeline conversations booked before badges print.
Booth messaging, staff briefing, demo flow, lead capture process, social updates, meeting tracking, and priority follow-up routing.
what improves
Your team works the show with a plan.
Speaker support, executive dinners, partner happy hours, private demos, customer events, and the side-events that move accounts further than the keynote.
what improves
Side moments that drive real conversations.
Form / scanner setup, business-card capture, note workflows, dedupe, enrichment, and HubSpot import standards.
what improves
Leads enter HubSpot clean, not as a CSV crime scene.
Campaign objects, source tracking, lifecycle stage moves, sales tasks, and attribution that connects event spend to pipeline.
what improves
Marketing can show what the event did, in HubSpot.
Segmented follow-up by interest, sales handoff, multi-touch nurture, partner intros, and the not-now plan for accounts that aren't ready.
what improves
Tuesday-after-the-show is not the dropoff cliff.
Account research agents, attendee prep, meeting brief generation, note cleanup, follow-up drafts, HubSpot QA, and reporting checks.
what improves
AI handles the busywork so humans run the conversations.
We use AI agents for account research, attendee prep, briefs, follow-up drafts, CRM hygiene, and reporting. Humans still own the conversations, the qualification, and the decisions about what to do with the meeting.
Per-account briefs: news, hires, signals, likely angles.
Segments by ICP, region, persona, and event role.
One-pager per meeting with the angle the rep needs.
Pre-event invitations and follow-ups, tuned per segment.
Captured leads checked, deduped, and enriched in HubSpot.
Booth and meeting notes structured and pushed to CRM.
Prioritized follow-up tasks ordered by buying signal.
Attribution and funnel reviewed; anomalies surfaced.
Account briefs, attendee segments, meeting prep, follow-up drafts, CRM hygiene, and reporting checks before, during, and after the event.
Working the booth, taking the meetings, reading the room, and deciding which accounts deserve a follow-up flight. The irreplaceable part stays irreplaceable.
We review the calendar, sales priorities, ICP, partner events, budget, and what each event is supposed to do for pipeline.
outputs
field plan · event briefs
We design targeting, outreach, meeting generation, partner coordination, side-events, and the on-site lead capture process.
outputs
outreach · meeting calendar · on-site plan
We support on-site activation, demo flow, meeting tracking, CRM updates, social and partner motion, and live priority follow-up routing.
outputs
qualified meetings · CRM-clean leads
We clean the data, segment leads, run follow-up, support sales conversations, report on engagement, and feed lessons into the next event.
outputs
post-event report · next-event plan
3–6 weeks
Monthly
Quarterly cycles
4–6 weeks
Book a time and we'll look at your event calendar, target accounts, sales motion, and HubSpot setup, then propose the field motion that fits.
If your next conference, trade show, or roadshow needs targeting, meetings, on-site coordination, CRM capture, and follow-up that actually connects to pipeline, we can run it as one motion.
no proof slides · no badges · just the motion