Start with an accurate list
You cannot follow up well with people you cannot identify. Capture every guest at the door with a first name and email, tagged by the event they joined. Every plan lets you export that list as a CSV file. On a Branded Room, guests flow to your CRM or email tool with tags, and on any paid plan the attendee list shows who was in the room live. Split your list into at least two groups: those who attended and those who registered but did not.
A simple follow-up plan
Here is a plan that works for most webinars, launches, masterclasses and community events. Adjust the timing to your audience.
- Within a day, to attendees: thank them, recap the one big idea, share the replay or slides if promised, and offer the next step.
- Within a day, to no-shows: say you missed them, share the replay or a short summary, and offer the next step or the next date.
- A few days later, to attendees who have not acted: answer the most common question from the session and repeat the next step once.
- Before the next event: invite everyone who came, and ask attendees to bring a colleague or friend.
Write the thank-you like a host
The first follow-up should sound like the end of a good evening, not the start of a campaign. Name the event, thank people for their time and their questions, and mention a moment from the session they will remember, such as a guest's story, a reveal or the round of applause at the end. Then give one next step, clearly. One link is better than five.
Match the next step to the event
Every event type has a natural next step. Choose one per group.
- Webinar or masterclass: book a call, start the programme, download the workbook.
- Product launch: claim the launch offer, start a trial, join the onboarding session.
- Company all-hands or town hall: read the summary, send questions that were not answered, see the next date.
- Community call: join the next call, introduce yourself in the community, nominate a member spotlight.
- Celebration or anniversary: share a photo, say thank you to the team, come to the next one.
Keep the offer where people already were
If your event included an offer, people who were interested during the session are your warmest follow-up. On a Branded Room, the featured offers rail keeps programmes, products and forms beside the meeting during the event, so some guests act in the room. The follow-up then reminds the rest, with the same offer in the same words. Follow-up funnels let you send attendees, no-shows and buyers to different next steps automatically.
Learn from it
Before you plan the next one, look at what happened: who came, when people left, which questions came up and which follow-up links people used. Ask two or three attendees what they would change. Note it all in one place so the next event starts from what you learned, not from memory.