HubSpot Advanced Segmentation for Niche Industry Events Worksheet

Precision Targeting for Better Attendance

Broad marketing is expensive. Niche marketing is profitable. This worksheet helps you define the data points necessary to create high-performing segments in HubSpot.

Persona Definition Worksheet

Fill out these categories for your ideal attendee profile (ICP):

• Job Functions: (e.g., VP of Engineering, Marketing Director)
• Past Attendance: (e.g., Attended in 2022 but not 2023)
• Content Interest: (e.g., Clicked on 'AI in Fintech' blog post)
• Company Size: (e.g., 500+ employees)

Building The HubSpot Active List

Testing Segment Viability

Before launching your campaign, check the size of your Active List. If the list is too small (<100 contacts), broaden your 'Industry' filter. If it is too large (>5,000), add a 'Recent Website Activity' filter to target warm leads only.