How to fix sales and marketing misalignment at B2B events

You spent $80K to show up big at Money20/20. The booth looked sharp. Traffic was strong. Over 300 badges scanned.

But a week later? Sales followed up with just 11 leads. The rest vanished into a spreadsheet somewhere - untagged, unprioritized, untouched.

This is the silent killer of event ROI. And it happens at almost every B2B event - from Dubai Fintech Summit to Money20/20.

This guide breaks down exactly how to stop it. You'll learn how to align marketing and sales before, during, and after your next event - so your team turns leads into meetings, and meetings into revenue.

💡 Want a ready-to-use checklist? Request the event alignment playbook - just mention "playbook" in the optional message field ("What are you trying to improve?").

What misalignment actually sounds like

"Hey, it was great meeting you at our booth! Just following up..."

That’s the typical SDR email sent 6 days after the event - with no context, no personalization, no chance.

Why it fails:

• It doesn’t say what the prospect cared about.

• It doesn’t mention the product, use case, or timeline.

• It sounds automated.

What great looks like:

"Hey Julia, really enjoyed our quick chat at the booth about reducing manual KYC checks. You mentioned you're exploring ways to automate doc verification without slowing down onboarding. Want me to send over a 2-min teardown from another fintech solving this?"

Now you're back in the conversation.

Why misaligned teams destroy event ROI

Most B2B teams don’t lose ROI after events. They lose it during the 48 hours of silence that follow.

Common failure modes:

• Sales doesn’t know who to prioritize

• Marketing can’t explain what happened at the booth

• Data is scattered across spreadsheets, inboxes, and event apps

• Everyone is "busy catching up" the week after

A Series B fintech company in the card issuing space scanned 500+ leads at Dubai Fintech Summit. Only 14 were followed up by sales. $70K+ spent. Almost no pipeline created.

The real cost of misalignment

Event ROI doesn’t die from one big mistake. It bleeds out from 100 tiny disconnects.

Related: Why your event ROI falls short & how to fix it.

What alignment actually looks like at events

Alignment isn't a slogan. It's an operating system. It means:

• One shared target account list

• One shared outreach calendar

• One definition of a qualified lead

• Clear ownership at every stage

A side-by-side comparison

Where alignment breaks down: 4 common gaps

1. Unclear or conflicting goals

Marketing celebrates booth scans. Sales wants pipeline. Different definitions of success means nobody wins.

2. Disconnected outreach

Marketing runs campaigns. Sales goes rogue. The same prospect gets 3 different messages. Confusion = friction.

3. Data chaos after the event

Lead data lives in:

• Event apps

• SDR inboxes

• Calendars with no notes

• Spreadsheets that don’t sync

Nobody has the full picture. So nobody follows up properly.

4. Slow, scattered follow-up

The rep who had a great booth conversation is now drowning in Slack pings and pipeline cleanup. That hot lead? Cold by Tuesday.

Related: Why slow event follow-ups kill conversions.

How to align marketing and sales around events

1. Define a shared ICP and goals

Start with a target profile:

• Industry, company size, funding stage

• Roles (e.g. Head of Compliance, Risk Lead)

• Pain points and signals (e.g. "manual KYC checks")

Set shared goals:

• # of meetings booked with qualified buyers

• % of leads followed up within 48 hours

• Pipeline created in 30 days post-event

Track badge scans - but don’t celebrate them or treat it as a KPI.

2. Run joint pre-event outreach

Start 4–6 weeks ahead.

• Marketing creates target lists + draft sequences

• Sales personalizes and sends messages to key contacts

Timeline:

• Week 6–4: Connect on LinkedIn. Engage on content.

• Week 4–3: Send meeting invites or dinner RSVPs.

• Week 2: Confirm meetings. Send calendar links.

• Week 1: Remind + prep battlecards.

Example qualification:

• "Are you exploring fraud prevention tools this quarter?"

• "Would a 15-min demo onsite help your team?"

Related: 5 high-ROI B2B lead generation strategies for 2025.

3. Set clear roles on-site

Sales and marketing shouldn’t be bumping into each other at the booth.

• Marketing: Manages the booth, signage, traffic

• Sales: Owns meetings, high-value walk-ups

Set up real-time routing:

• Badge scan triggers Slack alert to rep

• High-value titles flagged immediately

• Notes logged during the event

Log in CRM:

• Name, company, job title

• Interest (product, use case)

• Qualification (hot/warm/cold)

• Next step

4. Track everything in one CRM system

Ditch the spreadsheets. Sync everything to one CRM.

Use tags like:

• Event name (e.g. Money2020_Europe)

• Lead status: HOT, WARM, COLD

• Touchpoint: scanned, met, demoed

• Rep owner + next step

Want help? Use this event ROI calculator to estimate how much you’re leaving on the table.

5. Follow up within 48 hours

Use a 3-tier system:

Every lead must have a clear owner and a due date. No orphans.

Related: Why event leads don’t convert (and how to fix it fast).

Tools and systems that make this easy

1. Connect your CRM to event tools

Badge scans, meeting logs, booth convos - all should sync to the CRM.

Avoid:

• Duplicates

• Empty fields

• Unattributed meetings

Fix with:

• Standard field mapping

• Auto-tagging by event

• Email validation

2. Centralize everything in one event system

Spreadsheets break. Slack gets noisy. Event apps don’t sync.

Use a platform like Luminik that:

• Gathers, enriches & ingests all attendee data

• Flags high-value contacts

• Tags hot leads in real time

• Syncs actions to CRM

One GTM team used this setup across 5 major events (including Banking Transformation Summit and HITEC). They tripled follow-up speed and doubled SQLs created post-event.

3. Route leads in real-time

Lead scans badge. System checks:

• Target account?

• Job title match?

• Past deal history?

If yes - assign rep, send Slack ping, log CRM record. No delay.

Related: From chaos to clarity: Structuring your next event for ROI.

Signs you’re aligned (or leaking pipeline)

Run this checklist:

If more than 2 are “No” - you’re likely leaking ROI.

Related: The real cost of bad event attribution.

What happens when you get it right

When sales and marketing are aligned:

✅ You shorten sales cycles (no re-qualification needed)
✅ Prospects get consistent, high-signal messaging
✅ You track actual ROI - not just booth traffic
✅ Teams stop finger-pointing and start winning together

Related: CMO event playbook: Turning engagement into revenue.

Want to see it in action?

Start with your last event. Ask:

• Did we define target accounts?

• Did we follow up within 48 hours?

• Do we know what pipeline came out of it?

If not - Luminik can help.
We organize event data, route leads to reps, and track what actually turns into pipeline.

▶️ Book a pilot or strategy call
📅 Or skip the line and meet me directly

Frequently asked questions

1. How long does it take to align sales and marketing for events?

2–4 weeks to set up. Full maturity in 2–3 events.

2. What metrics should we track to measure alignment?

• Meetings booked with ICP accounts

• Follow-up sent in <48h

• Pipeline created and attributed

• Closed-won from event leads

3. What if sales doesn’t have time to follow up?

Use automation, assign owners, and pre-write templates. Or outsource follow-up to a partner.

4. What about leads that aren’t ready to buy?

Put them into a dedicated nurture sequence with clear hand-back rules based on engagement.

5. What tech stack do we need?

CRM + event tools + routing + analytics. Or use a system like Luminik that connects it all.