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Field Ops: Mastering Marketing Operations for In-Person Events
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In this episode of the RevOps Hero Podcast, host Chris Strom sits down with Jacqueline Freedman of Monarch Advisory Partners and former Marketing Ops leader at Grammarly and WeWork, to dive deep into the strategy, planning, and execution of in-person events as part of your marketing operations.
Together, they unpack:
✅ Why in-person events are regaining importance in today’s remote-first world
✅ How to align sales and marketing before, during, and after your event
✅ What types of events (from CABs to fireside chats) work best and why
✅ Tools and tech stacks for tracking attendance and engagement
✅ How to define success through metrics like pipeline generation and incremental impact
✅ Pro tips on campaign setup, reporting, and segmentation in systems like Salesforce and HubSpot
✅ What not to do in post-event follow-up (hint: don’t blast your attendee list to sales)
Whether you’re planning your first executive dinner or scaling a multi-city roadshow, this episode is packed with practical guidance to help your team turn in-person events into measurable marketing wins.
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