Guides, templates and tools for event teams
Written for the person who owns the next event and the person who has to defend its budget. Full text on every page, nothing held back for a form.
Free guides and tools to plan an event and defend its budget
The 2027 B2B event calendar in numbers
12,221 B2B events with 2027 dates: when and where they run, what tickets cost, how early speaker calls close, and who sponsors most.
- For
- Event and field marketers planning the 2027 calendar
- Format
- Charts and tables on the page
The Event GTM Playbook
The operating manual for a sponsored event: the 28-day pre-event sprint, ICP tiering, the in-event daily flow, post-event triage with SLAs, and the 4 conversion rates worth reviewing.
- For
- Event marketing managers and field marketers
- Format
- Full text on the page, plus a printable PDF
The Event ROI Business Case
A fill-in template for an event budget request: all-in cost, break-even opportunities, the metrics table and a one-slide summary.
- For
- VPs of Marketing, CMOs, anyone defending a budget line
- Format
- Full text on the page, plus a printable PDF
The Event Outreach Framework
One standard for every event: the T-4 launch date, the 30-day multi-touch sequence, annotated real outreach copy with the short replacements, the mailboxes it sends from, and the one report per event.
- For
- Whoever writes the pre-event sequences, and whoever approves them
- Format
- Full text on the page, plus a printable PDF
Run of show template for B2B conferences
An hour-by-hour plan for a sponsored conference: setup, meeting blocks, booth coverage, the customer dinner and the follow-up, each with an owner.
- For
- The event lead and everyone on site
- Format
- Read it here or download the spreadsheet
Event budget template for trade shows
Plan what a trade show or conference will cost you, track what you spent, and see cost per meeting and cost per opportunity, in cash and fully loaded.
- For
- Event marketers and whoever approves the spend
- Format
- Read it here or download the spreadsheet
Event planning checklist for exhibitors
A week-by-week plan for sponsoring or exhibiting at a B2B event, built around who you need to meet and when your outreach goes live.
- For
- Field and event marketers planning the next sponsorship
- Format
- Read it here or download the spreadsheet
Post-event survey questions for B2B events
8 questions for the people you met and 8 for your team, each with an answer type and the CRM field it fills.
- For
- Reps who ran meetings, and the event lead
- Format
- Read it here or download the spreadsheet
Event debrief template
One workbook for the meeting 5 days after the event: results against target, every target account and its next step, and the decision on next year.
- For
- The event lead, sales lead and RevOps
- Format
- Read it here or download the spreadsheet
Event ROI calculator
Model expected closed-won revenue, ROI multiple, cost per expected win and the revenue left on the table. Everything runs in the browser, the scenario lives in the URL, and the one-pager downloads as a PDF.
- For
- Anyone building the numbers before the meeting
- Format
- No signup, nothing leaves the page
Outbound sequence generator
Generate a pre-event and post-event outreach sequence for a specific conference, written for the persona you are targeting.
- For
- AEs, SDRs and the person writing the copy
- Format
- No signup
Build the budget case in this order
- 01Model the eventEvent ROI calculator
- 02Write the caseThe Event ROI Business Case
- 03Price the toolingPricing
A directory of 40,000+ events, open CFPs and a daily job board
Every resource is free to read; the download asks for a work email
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What happens after I ask for a PDF?
Why do you ask for a work email?
Can I share these with my team?
Free PDF
All 3 guides as PDFs, in one email
The playbook, the business case and the outreach framework. Work email, nothing else.
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Or skip the reading and bring us an event
Pick the next event on your calendar. We walk the sourcing, the ICP cut, the sequences and the writeback to Salesforce or HubSpot on that specific event.

I take every walkthrough myself. Bring the next event on your calendar.