Virtual Events As Powerful Customer Discovery Tools
Although there are several different kinds of virtual situations, this sort of as webinars, summits and meetups, and several various added benefits digital situations can offer, there is 1 reason that hasn’t been regarded as usually.
The most widespread function and technique for putting on a digital party is for potential customers and profits, and although which is a great reason to strategy a digital event, I want to share with you an concept that you could not have considered. An strategy to utilizing and leveraging an online summit and a virtual occasion platform that can produce incredible price and perception for your manufacturer.
Client discovery.
What Is Customer Discovery?
Let us 1st make guaranteed we’re all considering shopper discovery likewise.
In accordance to Harvard Organization Evaluate, “Customer discovery requires defining and prioritizing personas and is relevant to equally early-phase providers and large companies when establishing new merchandise, trying to find to goal new personas, or getting into new markets. Discovery really should encompass the overall shopper journey.”
It is by the method of discovery that we find out about our customers and their demands. That may possibly aid inform products development, marketing and advertising asset creation, or gross sales assignment. The most popular strategy is that of surveys and concentrate teams and interviews – speaking to shoppers and prospective buyers as specifically as probable in purchase to discern what they are imagining, struggling with, and in will need of.
The issue with people methods is that they are mostly antiquated and difficult to scale. It’s very feasible, as an alternative, to make quite a few types of virtual situations that can effectively tell our merchandise and marketing groups. With that virtual party method in intellect, and a reliable virtual party program, your brand can nevertheless use virtual gatherings to garner qualified prospects and profits, but also so much a lot more.
Digital Function Registration
It begins with supplying watchful consideration to the registration system on-line celebration attendees go by way of at starting of their virtual function working experience with us.
Typically, if you’ve ever signed up for a virtual summit or webinar, you’re asked for your identify and e mail tackle. This is the bare minimum data that is required to grant obtain to the party, and which generates a speak to for a brand name. The function organizer can then import a CSV of occasion attendees into their CRM process, like Hubspot, match present contacts, and know that all new contacts are prospects to be adopted-up with.
The flaw in that solution is that it is as well handbook and simplistic. I talked in a podcast episode about how, in the initial virtual activities I arranged a long time back, I’d produced the exact blunder. I’d hosted an function that captivated 1,000+ – both these ended up just registrants. I realized small about them and for that reason they weren’t certified in the slightest little bit. These days, it’s quite various.
Though we should really not pressure new party registrants to answer twenty concerns – that will lead to a inadequate completion price of our registration kind – we totally should be inquiring for more than just name and electronic mail. What are a handful of key parts of data that you could fairly inquire for up front that would assistance you determine and qualify your attendees?
At Agorapulse, we’re fascinated in the variety of staff in their marketing division, and the amount of social profiles they deal with. Maybe you are fascinated in total organization size or scope, other tools they are applying, or how normally they’re challenged by a unique problem you occur to address.
When you start to feel along those traces – qualifying the degree to which a registrant encounters a unique problem – now you’re making use of customer discovery and learning about your attendees, and the market in general.
Any time a new advertising agency signs up for Agorapulse, they’re invited to be a part of an unique local community of other company house owners and when they do, they’re requested to share what their most urgent problem is appropriate now. This is a great, open up-finished issue that, as before long as we analyzed and categorized the outcomes, we figured out that the major situation going through our agency buyers, by considerably, was figuring out how to mature and scale their organization. So we took that discovering and released an full demonstrate and podcast, Company Accelerated, to serve that viewers.
Envision how much you can master from your audience if you just insert two supplemental queries to your digital occasion registration sort. Most virtual event platforms give you the versatility to customize the registration variety fields and insert thoughts of your individual. And if the digital celebration platform does not guidance that natively, you can opt to use HubSpot or Typeform or some other external variety for the initial registration, then import attendees into the digital event platform automatically or via bulk import.
With information like that funneling into your CRM, it’ll be straightforward to create stories and dashboards that provide outstanding and educational summaries.
The other benefit at that stage is that you can have e mail sequences already set up.
Now, just about each individual on the internet function is going to have some fundamental e-mail sequences, such as a confirmation of registration, and an electronic mail the working day of the celebration. When I get the job done with purchasers, we commit time considering via all of the event-connected e-mail they’re going to will need scheduled or well prepared in progress, and I caution them not to depend blindly on digital occasion platform email options.
On the other hand, what I’m referring to here is a separate kind of electronic mail that you could send out to attendees. Look at how helpful it may be if one of your registration inquiries established what each individual attendee’s top difficulty that relates to your sector is correct now, and then you CRM, dependent on how they answered, sent them an E book, site submit, online video or podcast episode that spoke specifically to that problem.
You could even use these e-mail as a gauge and indicator to enable qualify the attendee even additional. This will need some strategic scheduling and creative thought on your portion, but what if you could mail an attendee an e-mail with back links to two distinct blog posts, and whether they clicked on one particular blog site publish or other would inform you as to their specific pursuits and wants?
Enable me to illustrate.
Suppose I was web hosting a meetup for SaaS models on expansion promoting channels, and just one of the registration queries authorized attendees to reply no matter if one particular of their worries was scheduling a virtual celebration. All of all those attendees, I would mail them an email after they sign up offering them these two joined content articles:
- How to set up your virtual event system for speed networking.
- How to get spending plan approval from C-suite to host a digital party.
Every single recipient who clicks on that 2nd posting, I know that they haven’t even started to map out the approach and details for their digital celebration, as they’re nevertheless doing work on receiving the thought and price range approved. Which is fantastic to know!
At the time an attendee has registered for your function, you can use a succession of email messages like this to keep digging and refining what you know about just about every attendee by permitting them to self-select.
Digital Event Polls & Surveys
Another tactic that you can hire many thanks to your digital event system and electronic mail integration is polls & surveys.
Surveys you may well send out out before or following your function by using electronic mail. Numerous function organizers send out surveys following the event to gather responses and create web promoter scores, but what if you deliver a survey prior to your celebration?
You could use the study to assist build the virtual function agenda and distinct subject areas, as effectively as extra basic purchaser discovery and job interview-type queries. Though it is most likely that most of your presenting speakers and subjects will have been determined right before you entice your first registrant, there are even now opportunities to have tailored desk communicate subject areas, breakout periods, workshops, and other functions which do not have to be established right until days in advance of the occasion is scheduled.
Surveys are also a wonderful opportunity to take a look at subject areas and info that require rather a several extra issues to suss out than what you’d be cozy asking in a digital occasion registration form. But yet again, if you talk to the right vital concerns in the course of registration, you can make confident that the attendees you choose to survey are certainly a good fit for further concerns and observe-up.
Polls, on the other hand, or far more of a actual-time tactic during your party alone. Whether an function-extensive poll or a poll that you activate throughout a certain keynote or session, each poll must fundamentally be a several-preference query that attendees can remedy promptly and conveniently.
As a result, you’ll have instant insights and stats many thanks to your attendees! It could be queries pertaining to your sector and small business which, as soon as you have a bunch of attendees response, you will now have a distinctive statistic that you can use in other places. Or you could let attendees vote on product options, messaging, and numerous other matters of curiosity.

Just take note that polls are universally heading to be mixture tallies. You will be able to see the range of responses and how these responses included up, but you will not know exclusively how an personal attendee answered. If you want to leverage person answers, use a survey.
Digital Celebration Session Attendance
The closing advantage of virtual gatherings for client discovery is the most strong, but definitely requires assistance from the virtual occasion system you pick. Not each and every device can supply the insights wanted for this to perform.
If achievable, you will want detailed analytics for every attendee that studies which sessions they attended, which kinds they ended up most engaged with, and have that data funneled into your CRM along with almost everything else. This will increase extremely thorough and insightful info to each and every and every attendee profile that you are going to be in a position to use in a range of strategies, which I’ll get into in a instant.




Initial, you will want to make confident that whatever virtual function platform you pick out to use, it data session attendance and engagement knowledge for each individual attendee. You must be ready to see which sessions, for how prolonged, regardless of whether they engaged with the session by way of opinions or reactions, and any other strategies they engaged with your digital occasion. That may well include things like networking, table talks, going to sponsor booths, and additional. Anything should really be tracked.
Next, the virtual occasion system has to sync with your CRM to make that info valuable. A CSV dump of the details will function in a pinch, but a immediate CRM integration or at minimum a Zapier integration that will allow whole automated pass-by means of of attendee engagement details is preferred.
With those two technical areas in put, you’ll now have a wealth of supplemental info applied to just about every speak to in your CRM that attends any of your digital situations.
But what fantastic is that, you question?
Remember how we described customer discovery at the outset. We claimed it’s about defining personas, and that it must encompass the entire client journey.
Which signifies, irrespective of irrespective of whether your digital party attendees are prospects or have been customers for decades, it’s worthwhile to continue studying about them. And when you program your digital function nicely, and have essential topics and periods and activities offered for them to self-select and indicate fascination, that information is valuable.
Turning Digital Gatherings Into Actionable Shopper Discovery
Very first, though each digital function system will report how quite a few attendees attended a particular session, if you are pulling that knowledge into your CRM, you can more segment and report on those attendees. Your Advertising and marketing Ops workforce can develop you stories and dashboards that inform you how popular certain periods and matters ended up among crucial segments of your viewers, or illustrate how particular classes were attended damaged down by segments.
Potentially a unique talk noticed 15% sales employees, 45% CMOs, and 40% CEOs, while one more session was attended by 68% account managers and only 32% administrators. Now you’re mastering precisely which personas are most interested in those subjects and the material that you could repurpose from that function.
This could inform upcoming session dedication, as properly as prioritize session video clip repurposing and utilization. If you have a session that done significantly well with your concentrate on decision-makers, I’d want to use that session to build a direct creating evergreen webinar and video clip snippets to promote it, would not you?
Second, as your CRM collects session attendance info for every single of your competent leads, you can use that facts to further qualify them and even route them via acceptable workflows.
Suppose you have several periods within your function, or even spread throughout multiple functions, that supply information which is most valuable to your focus on audience when they’re poised to invest in a answer like yours. It is at that minute that I would want my CRM funneling individuals very competent prospective clients into my pipeline and enable my SDRs know that these qualified prospects want to be reached out to promptly.
An uncomplicated instance would be if you have been to have a virtual booth established up for your have manufacturer within your digital summit (a tactic I strongly endorse). Even if the booth is just informational, a robust virtual party platform will be capable to report to you which attendees visited the booth, which types watched your embedded video, downloaded supplies you presented, or talked to product sales reps you experienced in put.
Your SDRs can now achieve out straight to all those attendees, thank them for browsing your booth, and invite them to hop on a phone to focus on their requires and response a lot more issues.
What do you anticipate their shut rate is likely to be on these prospects?
And when you host a digital celebration that delivers in 1000’s of registrants, that capability to target and prioritize for your income personnel results in being crucial.
When you mix qualifying prospects with all of the other information and details you can glean from your digital situations, it is distinct that the savvy brand name can benefit immensely from an celebration method.
If you have by no means organized a virtual party ahead of, and want to make sure that your to start with is a Bought Out Summit, discover additional about how I can assist you with a Virtual Function Intensive.