Get the Most Out of Your Reach Experience


Corrine Stratton


So you’re new to Reach. Welcome! Next up, creating quality pipeline through your event marketing program.

After supporting thousands of events, the Reach team has learned a thing or two about what it takes to produce successful events that accelerate pipeline and create revenue opportunities. Ready to start running great events? Download the workbook, How to Run an Event That Isn't Terrible.

Here are our best practices for getting the most out of your Reach experience:

Virtual event best practices

  • Add your event 3+ weeks before the event date.
  • Offer a recording and a copy of the presentation to all registrants.
  • Include information about your speakers and/or guests in your outreach (read about the different Reach outreach channels here) and on your registration pages.

In-person event best practices

  • Add your event 4-5+ weeks before the event date.
  • Ask for our help when planning locations! We can pull contact counts for different cities so you can get a better idea of where your target audience is located.  

Universal best practices

  • Keep your audience profile as broad as possible, but still targeted to people who will be interested in your event and who you’ll be interested in talking to afterwards.
  • Create engaging content - Is this an event you would want to attend?
  • Finalize your event name, description & agenda (the full event details checklist is here). This information auto-populates your Reach Registration Page.
  • Add a branded cover photo to your registration page.
  • Offer incentives for attending (gifts/gift cards).
  • Look at Reach as an extension of your team and make it a part of your overall event marketing strategy.

Key conditions for Reach success

Have a dedicated Reach owner

A dedicated Reach champion on your team will expedite adoption and make sure the platform becomes a core part of your event marketing strategy.

Momentum is key

Work with the adoption team to get started with Reach right away. The sooner you get set up and launch your first event within Reach, the sooner you’ll be creating and influencing pipeline.

Stay Consistent

Working with Reach is a marathon, not a sprint. It’s important to spend the first two weeks actively getting comfortable within the platform, setting up your events, and working with your Reach adoption team to schedule check-ins and post-event follow-ups. We recommend adding a steady stream of events (4-6 events) during your first 90 days so you can begin to see registration and attendance trends and receive individualized recommendations for your event strategy.

Other Resources to Help Get Started with Reach:

Link to the workbook, How to Run an Event That Isn't Terrible.
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Show Notes