Conference Reviews: The Wrap-Up and the 30-Day Results
When a conference is over, Conference Hero builds a wrap-up: a short story of how it went, one fact per slide, ending in a scorecard. It takes about a minute to go through. Thirty days later comes a second review, the 30-day results: what happened to the leads after the show, and how this conference compares with your earlier ones.
When it's ready
- By date: the day after the conference's last day, once its status moves to Completed.
- By hand: right away when someone sets the conference to Completed in Edit Conference.
Everyone on the conference's attending or planning list, and every workspace admin, gets a notification and sees a card on Home with three face-down numbers. Turn one over for a preview, or open the whole wrap-up. The card goes away once you open it or press Not now, and after 14 days on its own.
The notification also comes by email unless you turned off Conference Wrap-up Ready under Profile -> Email Notifications, and as one message in your Slack channel when Slack is connected.
You can open the wrap-up any time from the Wrap-up button at the top of the conference page. For a conference that ended before this feature existed, the button reads See the wrap-up and builds one when you press it.
What's in it
Each slide is shown only when its data is there:
- The team - who went, for how many days, and how many sessions you sat in on.
- Leads - how many you captured, against your lead goal if you set one.
- Busiest moment - your busiest hour at the booth, in the conference's time zone, and how the leads were captured. Needs at least 10 leads met during the conference days.
- Lead quality - hot, warm and cold against your Ideal Customer Profile, with the top hot accounts. Needs a profile and at least 5 scored leads.
- Meetings - meetings with leads that were held, and your show rate once most past meetings are marked held or no-show.
- Goals - each goal with a target, met, close or missed. Goals you track by hand count once someone updates them.
- Prep - how much of the pre-show and on-site task list was checked off. If most tasks were never ticked off, the slide is left out: an untouched task list usually means the team stopped using it, not that the work didn't happen.
- Spend - approved spend against the budget, and the cost per lead. It waits until no expenses are waiting for approval and the main costs (booth, sponsorship, conference fees) are tracked.
- Follow-up - how many of the people you met have heard from you, with a button to follow up with the rest.
- Shout-outs - the person who led each category: most leads captured, most hot leads, most meetings held, most notes written. Only the top person is named (two on a tie), nobody is ranked, and nobody gets more than two. Left out when only one person on the team had activity.
- The short version - a summary with what worked, what fell short and what to do next, written by AI from the numbers in the slides before it. Every number in it is filled in from those slides, never made up. If the AI isn't available or its answer doesn't hold up, the slide is simply left out.
Then the scorecard: every number next to its goal, marked met, close or missed. Under it, Not in this review says what was left out and how to include it next time.
The numbers follow the same rules as the Post-Event ROI report, so the two always agree.
The team debrief
The last slide asks each person a few questions while it's fresh:
- How did it go for you? (1 to 5, optional)
- Would you go again? (yes, maybe or no)
- What should we keep, stop and change? (optional, up to 500 characters each)
Your answers are shown to everyone who opens the wrap-up, with your name, next to the team's. You can edit them any time. Viewers can read the answers but not answer.
The 30-day results
Thirty days after the conference's last day, a second review is ready, with the same notification, email and Home card as the wrap-up (the email toggle covers both). It answers what the wrap-up can't yet:
- Follow-up, a month on - how many of the people you met have heard from you now, and how that moved since the wrap-up.
- Meetings since the show - meetings with these leads booked and held after the conference.
- Pipeline - the deals in HubSpot from these leads, open and won. Needs HubSpot connected and at least one deal.
- Pipeline stages - how many leads moved past Captured, and where they are now.
- Final spend - approved spend against the budget, including costs approved since the wrap-up.
- Where the goals stand - each goal with a target, as of today.
- How it compares - leads, hot leads, cost per lead and follow-up against the typical result (the middle value) of your last six finished conferences, marked better, behind or about the same (within 10%). A figure is compared only when at least two earlier conferences have it, and the same data checks apply to them. When the same event ran before, its result from last time is shown too.
- What the team said - the debrief answers from the wrap-up, with names.
Then a scorecard of all of it. Open it from the Review menu at the top of the conference page, which lists both reviews. For a conference that ended more than 30 days ago without one, the menu offers 30-day results and builds them when you press it.
Last time at this event
When an upcoming or live conference ran before (same event in your workspace, last year's edition for example), its overview shows a Last time card: the headline numbers from that edition, what the team said in the debrief, the review's next steps, and a link to open that review. A good place to start planning this year's booth.
Moving through it
Click or tap the right side of a slide (or press the right arrow key) to go forward, the left side to go back. Nothing moves on its own. Skip to scorecard jumps to the scorecard; the debrief comes right after it. If your device is set to reduce motion, numbers appear without counting up.
Fresh numbers
The wrap-up keeps the numbers from the day it was built, so everyone sees the same story. Admins and the conference's planners can press Refresh on the scorecard to rebuild it with today's numbers, for example after marking meetings held or approving expenses.
On the ROI share link
You can add the latest review (the 30-day results once they exist, else the wrap-up) to the Post-Event ROI report's share link: tick Include the team's review in the Share window. It adds the scorecard and the AI summary, on the page and in its PDF. The PDF you download from the report itself always includes it. Shout-outs and debrief answers are never included, and no one is named.
Naming people
Admins can turn the shout-outs off under Settings -> Tips & Recommendations -> Name people in conference reviews. The slide disappears from every review at once, including ones already built. The debrief always shows names, since people write those answers to share them.
Related
- Post-Event ROI report - the full executive report and share link.
- Managing tasks - the prep list the wrap-up reads.
- Budget planning - the spend side.