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Keap Event Sales Team Lead Routing & Task Checklist

Ensure every high-value event lead is followed up by your sales team using Keap's internal task and notification system.

Lead Routing Checklist for B2B Events

For high-ticket events or conferences, registration is just the start of the sales cycle. This checklist ensures your team acts on attendee data captured via Tixified.

Pre-Event Integration Setup

  • [ ] Map Tixified 'Company Name' and 'Job Title' to Keap standard fields.
  • [ ] Create a 'Lead Score' rule in Keap for specific ticket tiers (e.g., VIP = +50 points).
  • [ ] Set up 'Round Robin' assignment in Keap to distribute leads among sales reps.

Automation Workflow Items

  • [ ] Internal Notification: Send an email to the assigned owner when a high-value registration occurs.
  • [ ] Task Creation: Auto-generate a 'Follow Up' task in Keap with a 48-hour deadline.
  • [ ] Note Application: Automatically add the ticket type and purchase date to the contact's notes section.

Post-Registration Sales Sequence

  • [ ] Day 1: Personalized LinkedIn outreach (manual task).
  • [ ] Day 3: Automated 'Pre-Event Strategy' email from the assigned rep's address.
  • [ ] Day 10: 'Looking forward to meeting you' personal video link (Loom/Bonjoro).
Pro Tip: Use Keap's Pipeline view to move registrants through 'Registered' to 'Met at Event' to 'Post-Event Proposal'.

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