Event Planning Brief Template (for Virtual + Field Events)

The complete behind-the-scenes playbook for running high-impact virtual and in-person events—from strategy to post-show follow-up.

If you’ve ever wanted a done-for-you event planning system that covers every angle—from audience targeting to campaign execution—this is it. This PDF is designed for marketers, event teams, and operators looking to maximize event ROI and drive revenue.

Here’s what’s inside:

✅ TL;DR strategy framework to define audience, goals, and GTM segmentation
✅ Full event brief template to align your team across campaigns, offers, speakers, and partners
✅ Pre-event planning guidance: messaging, personas, pipeline goals, and more
✅ Creative and design checklists (landing pages, social banners, email templates)
✅ End-to-end promotion strategy including organic, email, and paid tactics
✅ In-event engagement tactics: polls, CTAs, breakout rooms, trivia, and more
✅ Post-event playbook for follow-up, content repurposing, and reporting
✅ Roles and responsibilities for every team member across marketing, sales, design, and ops
✅ Email templates for invites, reminders, thank yous, and no-shows
✅ Social copy templates to launch, amplify, and wrap-up events
✅ Budget considerations for speakers, swag, gifting, and experience add-ons

This is the go-to doc you’ll want to duplicate for every field or virtual event you run.

Perfect for:
🎤 Field and Event Marketers
📩 Demand Gen Teams
📊 Marketing Ops
💬 Sales Leaders & BDR Managers
🤝 Partner and Community Marketers

Whether you’re running a group demo, webinar series, conference, or off-site—this playbook makes it easier, faster, and way more impactful.