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Event Preparation

Category: Operations | Version: 2.0 | Status: Active

Overview

Plan and execute BrainSAIT presence at healthcare conferences, product launches, webinars, and customer events across Saudi Arabia and the GCC region.


Channel Structure

Event Channels

Channel Purpose Members
#event-[name] Main event coordination Event team
#event-[name]-logistics Venue, travel, materials Ops + Marketing
#event-[name]-content Presentations, demos Product + Marketing
#events-calendar All upcoming events All

Event Types

Healthcare Conference

🏥 Healthcare Conference
├── Examples: HIMSS Arabia, Saudi Health, eHealth Summit
├── Duration: 2-3 days
├── Team: Sales, Marketing, Product, Exec
├── Goals: Brand awareness, lead gen, partnerships
└── Investment: High

Product Launch

🚀 Product Launch Event
├── Format: Virtual or hybrid
├── Duration: 2-4 hours
├── Team: Product, Marketing, CS
├── Goals: Awareness, adoption, press coverage
└── Audience: Customers, prospects, partners

Webinar

💻 Webinar
├── Format: Virtual presentation + Q&A
├── Duration: 45-60 min
├── Team: Marketing, Product/Expert
├── Goals: Lead gen, thought leadership
└── Audience: Targeted prospects

Customer Event

⭐ Customer Event
├── Format: Roundtable, advisory board, appreciation
├── Duration: Half-day to full-day
├── Team: CS, Exec, Product
├── Goals: Retention, advocacy, feedback
└── Audience: Key customers

Event Planning

8 Weeks Before

  • Confirm event and budget approval
  • Create event channel
  • Assign event lead and team
  • Book venue/booth (if conference)
  • Confirm speakers and topics
  • Create event brief

4 Weeks Before

  • Finalize presentations and demos
  • Order marketing materials (booth, swag, brochures)
  • Confirm travel and accommodations
  • Set up registration (if owned event)
  • Create promotional content
  • Begin outreach and invitations

2 Weeks Before

  • Rehearse presentations and demos
  • Prepare demo environments
  • Finalize attendee list
  • Ship materials to venue
  • Confirm all logistics
  • Brief team on goals and messaging

Day Before

  • Booth/venue setup
  • Tech check for demos and AV
  • Team briefing
  • Prepare lead capture process
  • Review schedule and assignments

Event Day

  • Arrive early for setup
  • Document everything (photos, videos)
  • Capture leads
  • Network and engage
  • Post real-time updates

Post-Event

  • Lead follow-up within 48 hours
  • Share event recap
  • Calculate ROI
  • Document lessons learned
  • Update CRM with leads

Key Messages

Event Kickoff

🎯 Event Kickoff: [Event Name]

Event: [Name] Date: [Date] Location: [Venue/Virtual]

Team:

  • 👤 Event Lead: @[name]
  • 🎨 Marketing: @[name]
  • 💻 Product/Demo: @[name]
  • 💼 Sales: @[name]

Goals:

  • [Goal 1 with metric]
  • [Goal 2 with metric]

Budget: [X] SAR

Key Dates:

  • [Date]: Content finalized
  • [Date]: Materials shipped
  • [Date]: Event day

Resources:

  • Event Brief: [Link]
  • Asset Folder: [Link]
  • Run of Show: [Link]

Pre-Event Brief

## Pre-Event Brief: [Event Name]

**Date:** [Date]
**Location:** [Venue]
**BrainSAIT Team:** [Names]

### Event Overview

- **Type:** Conference / Webinar / Customer Event
- **Expected Attendance:** [X]
- **Our Booth/Room:** [Location]

### Goals

1. Generate [X] qualified leads
2. Schedule [X] follow-up demos
3. Connect with [X] target accounts
4. [Other goal]

### Key Messages

- **Primary:** [50% rejection reduction, 98% clean claims]
- **Proof Points:** [Customer names, metrics]
- **Differentiators:** [NPHIES-native, Arabic-first]

### Target Attendees

| Company | Contact | Priority |
|---------|---------|----------|
| [Name] | [Person] | High |

### Demo Scenarios

1. ClaimLinc validation in action
2. PolicyLinc eligibility check
3. End-to-end claims workflow

### Schedule

| Time | Activity | Owner |
|------|----------|-------|
| [Time] | [Activity] | @[name] |

### Lead Capture Process

- Use [tool/app] for lead capture
- Qualify leads on-site
- Sync to CRM within 24 hours
- Follow-up assigned by [Date]

Event Recap

## Event Recap: [Event Name]

**Date:** [Date]
**Location:** [Venue]
**Team:** [Names]

### Results vs. Goals

| Goal | Target | Actual | Status |
|------|--------|--------|--------|
| Leads | [X] | [X] | 🟢/🟡/🔴 |
| Demos scheduled | [X] | [X] | 🟢/🟡/🔴 |
| Target accounts met | [X] | [X] | 🟢/🟡/🔴 |

### Lead Summary

- Total leads captured: [X]
- MQL-ready: [X]
- Hot leads (immediate follow-up): [X]

### Highlights

- ✅ [Win 1]
- ✅ [Win 2]
- ✅ [Win 3]

### Key Conversations

| Company | Contact | Notes | Next Step |
|---------|---------|-------|-----------|
| [Name] | [Person] | [Brief] | [Action] |

### What Worked

- [Positive 1]
- [Positive 2]

### What to Improve

- [Improvement 1]
- [Improvement 2]

### ROI

- Investment: [X] SAR
- Pipeline generated: [X] SAR
- Expected ROI: [X]x

### Photos & Content

📸 [Link to photo folder]
📹 [Link to videos]

### Action Items

- [ ] [Action] - @[owner] - Due: [Date]

Saudi Healthcare Events Calendar

Event Timing Location Type
Saudi Health March Riyadh Conference
HIMSS Arabia Q2 Riyadh Conference
eHealth Summit Q3 Various Conference
Vision 2030 Healthcare Q4 Riyadh Government
Insurance Summit Q4 Riyadh Industry

Integration Points

  • Eventbrite/Hopin: Registration
  • CRM: Lead tracking
  • Notion: Event planning docs
  • Google Drive: Assets and photos
  • Calendar: Team scheduling