Free question bank
Post-event survey questions that map to pipeline fields
8 questions for the people you met and 8 for your team, each with an answer type and the CRM field it fills.
Use these questions to fill in what the booth conversation left out. Each one maps to a field in Salesforce or HubSpot, so every answer updates a record.
There are 2 sets. Send up to 4 questions from the first set to the people you met, inside the personal follow-up, in the first 2 days after the event. Run the second set with your team at the debrief.
How to use it
How to send the survey and log the answers
01
Pick 3 or 4 questions
Choose the questions whose fields are empty on your event records. A short survey gets more answers.
02
Send with the follow-up
By day 2 after the event, in the same email as the personal note, from the rep who met them.
03
Map answers to fields
Each question names its field. Write answers straight to the record.
04
Survey your team at the debrief
The internal set feeds the decision on whether to go back next year.
Free spreadsheet
Get it as a spreadsheet
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The template
Every question, with the CRM field it fills
People you met
Send 3 or 4 of these at a time.
- #
- 1
- Question
- What problem were you hoping to solve at the event?
- Answer type
- Short text
- CRM field it fills
- Opportunity description or Deal notes
- Why ask
- Gives the follow-up a reason that is about them
- #
- 2
- Question
- Are you evaluating a solution for this now?
- Answer type
- Choice: within 3 months, 3 to 12 months, not now
- CRM field it fills
- Lead status or Lifecycle stage
- Why ask
- Separates pipeline from nurture
- #
- 3
- Question
- Who else would be involved in a decision?
- Answer type
- Short text
- CRM field it fills
- Contact roles or Deal associations
- Why ask
- Finds the buying group before the first call
- #
- 4
- Question
- Would a follow-up call be useful, and when?
- Answer type
- Choice with a date
- CRM field it fills
- Next step
- Why ask
- Turns the reply into a meeting
- #
- 5
- Question
- How did you first hear about us at the event?
- Answer type
- Choice: pre-event email, dinner, session, booth, colleague
- CRM field it fills
- Campaign member status or Original source detail
- Why ask
- Shows which touch worked
- #
- 6
- Question
- Which conversation or session was most useful to you?
- Answer type
- Short text
- CRM field it fills
- Activity note
- Why ask
- Tells the rep what to reference
- #
- 7
- Question
- Which other events will you attend this year?
- Answer type
- Short text
- CRM field it fills
- Contact field: events attending
- Why ask
- Feeds next year's event selection
- #
- 8
- Question
- How likely are you to recommend the conversation to a colleague?
- Answer type
- Scale 0 to 10
- CRM field it fills
- Survey score on the campaign member
- Why ask
- One comparable number across events
Your team
Run at the debrief, 5 days after the event.
- #
- 1
- Question
- How many of your pre-booked meetings were held?
- Answer type
- Number
- Where it goes
- Debrief: meetings held
- Why ask
- Measures pre-event outreach
- #
- 2
- Question
- How many conversations did you capture with notes, owner and next step?
- Answer type
- Number
- Where it goes
- Debrief: conversations captured
- Why ask
- Measures capture discipline
- #
- 3
- Question
- Which tier 1 accounts did you not meet, and why?
- Answer type
- Short text
- Where it goes
- Account notes
- Why ask
- Sets up the post-event push
- #
- 4
- Question
- Which conversation is most likely to become an opportunity?
- Answer type
- Short text
- Where it goes
- Opportunity, if created
- Why ask
- Names the deal to watch
- #
- 5
- Question
- Did the attendee profile match what we were sold?
- Answer type
- Choice: better, as expected, worse
- Where it goes
- Debrief: keep or drop
- Why ask
- Checks the organizer's promise
- #
- 6
- Question
- What took time on site that should have been done before?
- Answer type
- Short text
- Where it goes
- Debrief: actions
- Why ask
- Moves work earlier next time
- #
- 7
- Question
- Which side event or dinner produced the best conversations?
- Answer type
- Short text
- Where it goes
- Debrief: what worked
- Why ask
- Decides next year's side events
- #
- 8
- Question
- Should we go back next year, and in what format?
- Answer type
- Choice: same, bigger, smaller, drop
- Where it goes
- Debrief: decision
- Why ask
- Forces a recommendation
Get more from it
Get answers that update your CRM records
Ask what the record is missing
If timeframe is blank on your event records, ask question 2. If buying group is blank, ask question 3. Skip what the booth conversation already captured.
Send from a person
A survey from the rep who met them, inside the follow-up email, gets more replies than a branded form from a no-reply address.
Write answers to fields
Put each answer on the CRM record, so the rep sees it when the opportunity is created.
With Luminik, your meetings and booth conversations reach Salesforce or HubSpot with an owner and a next step, so you fill this sheet from CRM records. See how it works.
Questions about post-event surveys
What questions should I ask after a B2B event?
Ask the people you met what problem they wanted to solve, whether they are evaluating now, who else is involved, and whether a follow-up call would help. Ask your team how many meetings were held, which tier 1 accounts were missed, and whether to go back next year.
When should a post-event survey be sent?
In the first 2 days after the event, in the same email as the personal follow-up. After a week, the people you met may have been to another event and may not place the conversation.
How many questions should a post-event survey have?
3 or 4 for the people you met. Pick the ones whose CRM fields are empty on your event records. The internal survey for your team can run all 8.
Keep going
What to use before and after this one
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.
Event budget template for trade shows
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The Event ROI Business Case
Turn the budget and the results into break-even and the one slide a CFO reads.
Event ROI calculator
Model expected closed-won revenue from your conversion rates.
See your next event's attendee list, meetings and CRM records
Bring the event you are planning. In 20 minutes we show who is attending, which accounts match your ICP, and how meetings reach Salesforce or HubSpot.
I take every walkthrough myself. Bring the next event on your calendar.