Quick Start Guide

Quick Start: Your First Conference in 10 Minutes

This guide walks you through the essential steps to set up Conference Hero and create your first event.

Step 1: Set Up Your Workspace (2 min)

After signing up, name your workspace and set your timezone. Detailed workspace setup →

Step 2: Create a Conference (3 min)

Go to Conferences → New Conference and fill in:

• Conference Name — e.g., "SaaStr Annual 2026"

• Location — City and venue

• Dates — Start and end dates

• Lead Goal — Target number of leads to capture

• Budget — Total planned spend

Full conference creation guide →

Step 3: Add Tasks from Templates (2 min)

Use our built-in task templates to instantly populate your conference prep checklist. Go to Conferences, select a Conference and scroll down to the Task list. Click Apply Template to select a template like "Standard Conference Prep" to get started. Learn about task templates →

Step 4: Set Up Lead Scoring (2 min)

Navigate to Settings → Workspace → Lead Scoring to customize how leads are scored. Adjust weights for criteria like job title, company size, and engagement level. Configure lead scoring →

Step 5: Connect Integrations (1 min)

If you use HubSpot, connect it now so leads sync automatically. Go to Integrations → HubSpot and follow the OAuth flow. Set up HubSpot →

You're Ready!

Your conference is set up and ready to go. As the event approaches, use the Conference Dashboard to monitor progress, track tasks, and review incoming leads.