Meeting Outcome Tracking

Know what came of every meeting — months after the show

Pipeline from a show surfaces weeks later, long after anyone remembers which meeting started it. EventsGO asks the owner of every meeting what came of it — at the stand and again in the months after — and keeps the answer next to the meeting.

  • Outcome asked at completion
  • Follow-up emails at 14, 42 & 90 days
  • Lead, opportunity, existing customer or nothing
  • Won, lost & open value
  • An outcomes dashboard per event
  • CSV to and from your CRM

Included in every plan.

Asked while it’s fresh

When a meeting is marked Completed — on the web or in the iOS app — the owner records what it led to: a lead, an opportunity, movement on an opportunity already open, an existing customer’s renewal or expansion, follow-up still in progress, or nothing. Your company decides whether the answer is required.

Asked again when it matters

Fourteen, forty-two and ninety days after the show, each owner gets one email listing their meetings still waiting for an outcome — a digest, not one email per meeting. Meetings rated cold and imported meetings are left out, and company admins switch the follow-up on or off.

From answers to numbers

An outcome can carry a record with its status — open, won, lost or inactive — and its value. The outcomes dashboard rolls them up per event: what is still waiting, what came of it, by owner, potential, region or category, and every figure opens the meetings behind it.

  • Open, won, lost and inactive records with value
  • Breakdowns by owner, potential, region and category
  • Values shown to people allowed to see financials

Tie it to your CRM

Each event has a code. Export the outcomes as a CSV for your CRM, or bring CRM results back in by CSV, matched by that code — no integration project needed.

Frequently asked

Do we need a CRM?

No. Outcomes live in EventsGO; a CSV in either direction ties them to any CRM, and HubSpot deals can also be linked to the meeting.

Which meetings get follow-up emails?

Completed meetings of events that ended after the date your company sets, except meetings rated cold and imported ones. Each owner gets one digest per stage.

Who can see the money?

Values are shown to people allowed to see financials, and owners always see their own.

Guides on this topic

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