Event Playbook

What the team needs to know, say and share — on one page

The briefing deck gets sent, skimmed and lost. The Event Playbook is the page the team opens at the stand: the facts of the show, who from your side is there and where you meet, the demos to show and the lines to say, and the posts marketing wants shared — on the web and on the phone, updated as the week goes.

Know · Say · Share on one page
Event at a glance: venue, dates, hours, stand
Who’s here, with their meetings
Where we meet
Demo scenarios with their links
Messaging and battle cards
Outreach templates
Posts the team shares

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Part of the Content & Sharing add-on ($400 / year), bought in-app by a company admin.

Know: the facts of the show

Venue, dates and hours at the venue’s clock, the stand number, who from your team is on site — each with their meeting count — and who is supporting remotely from the office. Where we meet lists the rooms and the stand. Nobody asks “which hall are we in?” on a WhatsApp group again.

Event at a glance
Who’s here, and who supports remotely
Where we meet
Briefing items with links and files

Demo scenarios, first in the list

The demos to show at the stand sit at the top of Know: each a card that opens its link — an interactive demo, a video, a deck or a playlist for the stand screen. Add them like any other playbook item with the category Demo scenarios; the iPhone app shows the same group.

Say: the messaging

The positioning for this show, the battle cards against the vendors you will meet in the halls, and the outreach templates the SDRs use — kept in one place so the message is the same at the stand and in the inbox.

Positioning and talking points
Battle cards
Outreach templates above the briefing

Share: the posts

Marketing writes the posts once; attendees share them from the playbook with their own account, and admins see who shared what. Announcements stay on their own: the playbook is for what lasts the week, announcements for the morning’s news.

Frequently asked

Is the playbook per event?

Yes. Each event has its own page, and when you set up the next show you can copy items over from a previous one.

Does it work on the phone?

Yes. The iPhone app has a Playbook tab with the same Know, Say and Share sections, including the demo scenarios and who’s here.

Who can edit it?

Company admins and managers edit the playbook; everyone on the event’s team reads it. Changes show up for the team as soon as they are saved.

Guides on this topic

More features

Run your next show without the spreadsheet

One command center for trade show meetings — from first invite to last follow-up.

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