7 Key Steps to Planning Virtual Events That Convert Registrants into Discovery Conversations

Would you like to find out how to get more discovery calls from your past virtual event?

Hey there! Welcome to the exciting world of virtual events, where every click and scroll can open doors to new opportunities and connections. If you’ve ever hosted or attended a virtual event, you know they’re not just about sharing content—they’re about sparking meaningful interactions that can grow into fruitful relationships.

But let’s be real, turning those virtual handshakes into discovery calls doesn’t just happen; it takes a bit of magic and a lot of strategy. Ready to dive in? Here are seven essential steps that will transform your next virtual event from just “great” to a genuine client-conversion powerhouse. Let’s make your virtual event a memorable journey for every attendee!

1. Define Your Event Objectives and Metrics

Before you start planning, establish clear objectives. Are you aiming to generate more leads, strengthen brand authority, or promote a new offering? Your objectives will help shape your event structure and guide the development of key metrics. These could include registration numbers, engagement levels, and most importantly, the rate of discovery conversations post-event.

Imagine planning your first virtual event and realizing halfway through that your goals aren’t exactly crystal clear. That’s a common trap! By narrowing down your objectives to something as specific as lead generation, and measuring success through the number of follow-up calls booked, you can sharpen your event’s focus. Doing so could double your leads, just like it did for a tech company that realigned its goals and funnels to drive better results.

2. Craft a Compelling Theme and Agenda

A well-defined theme sets the stage for a compelling virtual event that resonates with your audience. Your theme should align with your business goals and the interests of your target audience. Once your theme is in place, curate an agenda that balances information delivery and audience interaction, including keynotes, panel discussions, workshops, and Q&A sessions.

Ever attended a virtual event that felt just a little too “same old”? A global consulting firm we worked with faced this challenge but turned things around by adopting a bold new theme: “Future-Proof Your Business.” By reshaping their agenda based on attendee feedback, they filled their sessions with engaging content that participants couldn’t stop talking about. A well-crafted theme really can be the ticket to drawing a crowd!

3. Identify High-Impact Speakers

The right speakers can significantly boost the value of your event. Choose speakers who have proven expertise in their fields, align with your message, and possess strong communication skills. Prepare them to deliver engaging presentations that not only inform but also stimulate curiosity and conversation.

Sometimes, even knowledgeable speakers can miss the mark on engagement. We worked with a nonprofit that had previously learned this the hard way but found success by shifting focus to speakers who could share compelling personal stories linked to their cause. This tweak led to a significant boost in engagement and a 30% increase in donations and discovery calls, proving that the right speakers truly resonate with an audience.

4. Promote Your Event Effectively

Create a promotional strategy that builds excitement and drives registrations. Utilize email marketing, social media campaigns, partnerships, and targeted ads to maximize reach. Provide engaging pre-event content like teaser videos and articles to keep registrants engaged while reinforcing the value of your event.

What happens when your virtual summit promotions are met with crickets? We helped another digital marketing agency spice up its approach by adding teaser videos and a pre-event webinar series, along with a special eBook giveaway. This creative content mix led to a 40% uptick in registrations, showcasing the power of engaging, multi-channel promotion.

5. Optimize Registration and Attendee Interaction

Make sure your registration process is streamlined and optimized. Collect only the essential details needed to personalize follow-up communications and segment your audience. Incorporate engaging elements like polls, quizzes, and surveys during the event to keep attendees interacting and sharing valuable insights.

A complex registration form can be a major hurdle. At a recent health and wellness conference, streamlining the registration process and incorporating personalized session recommendations based on attendee preferences led to a surge in numbers and a 50% boost in engagement. It’s all about making sign-up as smooth as possible.

6. Create Strong Calls-to-Action and Follow-Up Funnels

A strong call to action (CTA) is crucial to converting registrants into discovery conversations. Encourage attendees to book follow-up calls by offering exclusive incentives like free consultations, guides, or audits. Build follow-up funnels using automated email sequences to continue nurturing leads post-event.

Struggling with conversions? Consider enhancing your CTAs. A software company revamped its approach by offering exclusive audits and strategy sessions, accompanied by automated follow-up emails packed with valuable content. This strategy not only clarified their CTAs but also doubled their conversion rate from registrants to discovery calls.

7. Analyze Results and Refine Strategies

After the event, analyze key metrics to identify what worked well and where improvements are needed. Evaluate attendee engagement, conversion rates, and feedback to refine future strategies. Schedule post-event debriefs with your team to brainstorm improvements for the next event.

When faced with disappointing registration numbers, a financial services firm dove deep into their analytics. Their thorough post-event analysis revealed a content-audience mismatch, prompting them to overhaul their approach. The next event saw double the registrants and a 20% jump in conversions, turning their previous struggles into a win.

Putting It Together

These stories are not just tales from the trenches; they are real strategies and solutions that have transformed virtual events into dynamic, result-driven experiences. Each one underscores a fundamental truth: successful virtual events don’t happen by chance. They are the result of meticulous planning, precise execution, and continual optimization.

As we wrap up, remember that the key to a truly impactful virtual event lies in your ability to merge creativity with analytics. It’s about crafting an experience that not only resonates with your audience but also drives them toward actionable outcomes—whether that’s booking a discovery call, signing up for a service, or joining a community.

To elevate your next event, start with clear objectives, engage with compelling content and speakers, and always be ready to adapt based on feedback and data. Use the insights from these stories to refine your approach, enhance engagement, and ultimately, convert attendees into committed clients.

And if you’re wondering where to begin or how to take your existing strategies to the next level, consider reaching out for a professional consultation. Sometimes, a fresh perspective is all it takes to turn good into great.


Ready to Learn More?

These steps provide a framework to get you started on your journey to virtual event mastery. If you want to dive deeper into crafting virtual events that convert registrants into discovery conversations, be sure to join our upcoming event, “From Virtual Event to Client: How To Optimize Your Sales Funnel.” You’ll gain actionable strategies and tools to elevate your next virtual event to a powerful conversion engine.

???? Register now and unlock your next-level virtual event success!

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