Lean Marketing

Before (Prospect)

1. My Target Market

Primary Target Market Summary

Small U.S. businesses booking hosted trivia for 20-60 staff to boost morale, teamwork, and fun with minimal planning effort.

Audience Type

B2B
Small business owners
Office managers and HR leads
Team leaders planning staff events

Industries (if B2B)

Professional services
Healthcare and dental offices
Real estate and insurance agencies
Retail and hospitality groups
Skilled trades and local service firms
Nonprofits and community organizations

Needs – Primary Buying Considerations

Easy, turnkey event with no internal workload
Engaging activity for mixed ages and personalities
Clear pricing within a modest team event budget
Reliable host with audio/video included
Custom trivia that fits the group and company culture
Fast booking and simple communication

Demographics

Age Range: 30-60
Gender: All genders
Geography: United States, primarily local and regional markets
Income Level: Small business budgets for staff events; moderate discretionary spend
Profession: Owners, HR coordinators, office managers, admin leads, team managers
Business Size: Small businesses with 20-60 event participants

Psychographics

Lifestyle: Community-minded operators balancing growth, staffing, and team culture
What they value: Convenience, morale, professionalism, fun, and team connection
Pain Points: Low morale, disengagement, awkward team events, limited planning time
Buying Behavior: Researches online or by referral, prefers low-risk and easy booking
Decision-Making Roles (Optional. Only include in ouptput if B2B Audience):
Primary Decision Maker: Business owner, office manager, or HR lead
Secondary Decision Influencers: Department heads, admins, team leads
Support Roles: Finance/bookkeeper approving payment and scheduling contacts

Secondary Target Market (only if applicable)

Mid-sized local organizations booking staff appreciation or culture events for 60-100 attendees.
More likely to need stronger AV setup and tighter event coordination.
Often led by HR, operations, or internal culture committees.

2. My Message to My Target Audience

Refined Elevator Pitch

The Trivia Night Guy provides small businesses with fun, morale-boosting team events through fully hosted trivia, so staff can connect, laugh, and leave closer.

Understanding Their Pain Points

Team morale feels flat and coworkers stay in their lanes
They want a simple event that gets everyone involved
Planning something fun takes time they do not have
Generic team events feel forced, awkward, or forgettable
Without a host, tech, and structure, events can fall apart

Transformation

Teams laugh, talk, and bond in a natural way
Employees feel included, energized, and appreciated
Leaders look thoughtful without doing the heavy lifting
The event runs smoothly from setup to final score
The team leaves with shared memories and better chemistry

Unique Selling Proposition (USP)

Fully hosted trivia events with audio, video, and web scoring
Clients do not have to plan, manage, or troubleshoot a thing
Questions can be tailored to fit the group and vibe
Free pre-event consultation helps shape the right experience
Built for small business teams that want easy, fun connection

Brand Values & One-Liners

Team building should feel fun, not forced
We bring the game. You enjoy the night.
Better morale starts with shared laughs
Easy to book. Easy to run. Hard to forget.
Trivia that gets people talking long after the event

Tone

Friendly, upbeat, and easygoing. The brand should feel low-pressure, reliable, and fun, so clients feel confident their event will be effortless and enjoyable.

Hero Text Idea

Flag Text: Small Business Team Events
Main Headline: Fully hosted trivia nights that bring your team together.
Sub Headline: Boost morale with a fun, stress-free event your staff will actually enjoy. We handle the hosting, tech, and scoring so you can join the fun.
CTA: Book your trivia night

3. The Media I Will Use to Reach my Target Market

Website

Lead with “Fully hosted trivia nights for small business teams”
Add CTA buttons: Book a Call, Check Date Availability, Get a Quote
Add pages for Corporate Trivia, Holiday Parties, Team Building, Fundraisers
Add industry pages for dental, real estate, nonprofits, trades, hospitality
Add photo gallery and 60-second highlight reel above the fold
Add testimonials with company name, team size, and event type
Add FAQ on pricing, space needs, AV, travel radius, and customization
Add simple deposit workflow with Stripe or Square invoice link
Track form submits, call clicks, text clicks, and quote requests
Track source by landing page, UTM tags, and “How did you hear about us?”
Prioritize mobile first; local B2B buyers often search on phones after hours
Keep desktop polished for office managers researching during work hours

Social Media

Focus on Facebook, Instagram, and LinkedIn
Use Facebook for local business visibility and referrals
Use Instagram Reels for event energy and social proof
Use LinkedIn to reach HR, office managers, and small business owners
Post 2 Reels weekly showing team reactions, scoreboards, and host moments
Post 1 LinkedIn post weekly on morale, culture, and easy event planning
Post 2 Facebook posts weekly with event clips, reviews, and open dates
Share behind the scenes setup clips to prove turnkey execution
Post carousel before and after: stressed planner to smooth event night
Feature custom trivia examples by industry without naming clients
Ask clients for team photo permission and tag the business when possible
Pin a post with offer, service area, and booking CTA on each platform

Paid Advertising

Prioritize Google Search Ads over broad social ads on this budget
Target intent terms like corporate trivia night and team building trivia
Target local terms like trivia host for office party near me
Build separate ad groups for holiday party, team building, staff appreciation
Send ads to matching landing pages with one CTA and trust proof
Run call ads during business hours for owners and office managers
Use Meta retargeting only for site visitors and video viewers
Boost strongest event video to local business owners within service area
Use LinkedIn only for manual outreach, not paid ads at this budget

SEO and Content

Target keywords: corporate trivia host, office trivia night, team building trivia
Target local keywords: city corporate entertainment, company party trivia host
Create pages for each core city and nearby suburb served
Write blogs on staff morale ideas, easy office party ideas, team event ideas
Publish “How to plan a staff trivia night in 30 minutes”
Publish “Best team building ideas for small businesses”
Publish “Trivia night vs escape room for team bonding”
Add schema for Local Business, FAQ, and Reviews
Get backlinks from chambers, local blogs, and event partners
Refresh title tags and meta descriptions for local buying intent

Directories

Claim and optimize Google Business Profile if not already active
Add photos, service areas, FAQs, and booking link to Google profile
List on Yelp under party and event planning categories
List on Eventective for corporate events and team building
List on The Bash for corporate entertainment bookings
List on GigSalad with AV and trivia host categories
Join local Chamber of Commerce member directory listings
Join Alignable and request recommendations from local business owners
Add business to Better Business Bureau profile if budget allows

Partnerships & Outreach

Partner with coworking spaces for member team events and mixer nights
Partner with local event planners who handle company parties
Partner with HR consultants and culture consultants serving SMBs
Partner with office caterers for bundled lunch and trivia packages
Partner with breweries and restaurants with private event rooms
Partner with chambers for member appreciation and networking events
Partner with fundraising consultants for nonprofit trivia nights
Build referral relationships with DJs, AV rental firms, and emcees
Offer venue partners a preferred host sheet and referral fee if allowed
Ask each client for 2 warm intros after successful events

Publications

Pitch Small Business Trends on low-cost employee morale ideas
Pitch HR Daily Advisor on fun team building for small teams
Pitch SHRM blog with stress-free staff event planning tips
Pitch WorkLife on easy culture-building events for SMBs
Submit local business story to regional Business Journals market edition
Offer guest article to chamber newsletters in target cities

Podcasts

Pitch The Modern Manager on morale boosting team activities
Pitch HR Party of One on culture ideas for small HR teams
Pitch Punk Rock HR on memorable employee engagement formats
Pitch Paychex THRIVE Week in Review with team morale angle
Pitch local business podcasts via chamber and SBA networks
Do not start your own podcast at this stage

Offline and Local Media

Attend chamber mixers and bring a one-page event sell sheet
Sponsor a chamber happy hour with a 10-minute mini trivia round
Host a showcase trivia night for local business owners each quarter
Leave flyers with private event venues and office lunch caterers
Network at SHRM chapter events and local HR association meetups
Table at small business expos with live trivia demo on a screen
Use a retractable banner: We bring the game, you enjoy the night
Pitch local news lifestyle shows before holiday party season

Online Networking

Engage in local Facebook groups for small business owners and chambers
Join LinkedIn groups for HR, office managers, and employee engagement
Monitor Reddit threads on office culture and team building for ideas
Be active on Alignable in local business recommendation threads
Answer Quora questions on office party ideas and morale activities

Cold Outreach

Build a list of 100 local firms with 20-100 employees
Target office managers, HR leads, practice managers, and owners
Start with dental groups, agencies, real estate teams, and nonprofits
Send short emails with subject: Easy team event your staff will enjoy
Use a 3-email sequence with sample trivia themes and simple CTA
Follow by LinkedIn connect and message to office managers
Offer a 15-minute planning call and one-page event outline
Lead with holiday parties, staff appreciation, and quarterly offsites
Re-engage old leads 60 days later with open date availability

Content Recommendations

Reel: 3 signs your team building event will be awkward
Reel: What a fully hosted trivia night looks like in 20 seconds
Carousel: 5 easy staff event ideas for teams of 20-60
Carousel: Why trivia works for mixed ages and personalities
Post: What is included in a turnkey trivia event
Post: Sample custom rounds for a dental office or real estate team
Blog: Best holiday party entertainment for small businesses
Blog: Team appreciation ideas that do not feel cheesy
Testimonial graphic with quote, company type, and team size
Short video FAQ on setup time, room needs, and booking process

During (Lead)

1. My Lead Capture System

Lead Magnet

7 Easy Staff Event Ideas for Teams of 20-60 PDF guide
Targets owners, HR, and office managers comparing team event options
Stress-Free Trivia Night Planning Checklist for small businesses
Helps planners assess room, AV, timing, and budget fast
Team Morale Mini Audit: 10-question scorecard with event suggestions
Captures high-intent leads seeking morale and engagement fixes
Sample Custom Trivia Pack by industry: dental, real estate, nonprofit
Proves customization and sparks ideas before a sales call
Corporate Trivia Budget Planner for 20-60 attendees
Qualifies budget-fit leads and frames pricing expectations

Tripwire Offer

$49 Virtual Mini Trivia Demo for leadership teams up to 10 people
Credited toward a full event if booked within 30 days
Free 15-min Event Fit Call with sample round ideas
Use as primary low-friction CTA on service pages
Quarterly showcase trivia night for local business owners
Capture attendees for follow-up and referral partnerships

Welcome Sequence

Email 1: Deliver lead magnet and ask event date, team size, and location
Email 2: Show 3 event types: team building, holiday, staff appreciation
Email 3: Share 2 testimonials with company type and team size
Email 4: Explain turnkey setup, AV, scoring, and customization
Email 5: CTA to check date availability or book a 15-min call
If no reply in 7 days, send open dates and a simple quote prompt
Trigger SMS only for quote requests or date checks, not cold leads

Segmentation

Tag by source: Google, referral, event attendee, social, chamber, outreach
Tag by intent: quote request, date check, lead magnet, demo attendee
Tag by event type: holiday party, team building, staff appreciation
Tag by industry: dental, agency, nonprofit, trades, hospitality, office
Tag by team size: 20-40, 41-60, 61-100
Tag by timeline: this month, 30-60 days, 60+ days
Tag by service area to prioritize local follow-up
Mark referral leads separately for faster call outreach

Chatbot and Automation

Add sticky CTA bar: Check Date Availability, Get a Quote, Text Us
Replace generic contact form with 6-field quote form
Fields: company, event type, team size, date, city, phone/email
Add hidden UTM fields and How did you hear about us
Auto-send confirmation email with next steps and response time
Auto-create lead sheet in a simple CRM pipeline
Use instant text reply for form fills during business hours
Add website popup only on blog pages with planning checklist offer
Add click-to-text on mobile for after-hours planners
Use chatbot only for FAQs: pricing, travel area, setup time, availability
Route chatbot handoff to quote form, not open-ended chat
Start with free CRM like HubSpot to track stages and reminders
Pipeline stages: New Lead, Contacted, Consult Booked, Quote Sent, Won, Lost
Track conversions on form submits, call clicks, text clicks, and demos

2. My Lead Nurturing System

Marketing CRM

Start with HubSpot Free CRM + Marketing Hub Starter when budget allows
Fit: solo operator, form capture, email automation, pipeline, mobile app
Connect website forms, call clicks, text clicks, and quote requests to HubSpot
Use tags: source, industry, event type, team size, timeline, service area
Create lists for referral leads, Google leads, event attendees, and cold outreach
Add lead score: +5 quote, +4 date check, +3 referral, +2 guide download
Upgrade path: HubSpot Starter for sequences, branding removal, simple workflows

Sales CRM

Use HubSpot deal pipeline for inquiry-to-deposit tracking
Stages: New Lead, Contacted, Consult Booked, Quote Sent, Deposit Pending, Won, Lost
Auto-create deal when quote form is submitted
Set task SLA: call/text hot leads within 1 business hour
Mark referral leads as high priority with same-day outreach
Store event date, headcount, venue, budget, and decision maker on each deal
Use quote templates in HubSpot or PandaDoc for faster follow-up

Automated Follow-Ups

Post-opt-in sequence for lead magnets: 5 emails over 10 days
Email 1 immediately: deliver guide + ask date, team size, city
Email 2 day 2: 3 event formats for team building, holiday, appreciation
Email 3 day 4: 2 testimonials by company type and team size
Email 4 day 7: explain host, AV, web scoring, and custom question options
Email 5 day 10: CTA to check availability or book a 15-min fit call
Quote request automation: instant email confirmation + next-step timeline
Quote request SMS: send within 5 minutes during business hours via TextMagic
Missed-call text-back: Thanks, share event date and team size to speed reply
Abandoned quote form: email after 2 hours if form started but not submitted
No-response follow-up: day 3, 7, and 14 with open dates and simple reply CTA
Reactivation: every 90 days for old leads with seasonal event ideas
Post-event referral ask: 2 days after event with review + intro request
Lost lead nurture: 30 days later with budget-friendly package or new open dates

Newsletter

Send 2x monthly newsletter via HubSpot email
Audience: leads not ready yet, past inquirers, past clients, referral partners
Pillars: morale ideas, event planning tips, client stories, seasonal themes
Include 1 case study monthly with team size, goal, and event outcome
Include monthly open dates to create urgency without hard selling
Segment by event type: holiday, team building, staff appreciation
Segment by source: referral vs Google vs chamber vs past event attendee
Keep CTA simple: Check a date or request a sample trivia outline

Retargeting & Ads

Run Meta retargeting only for website visitors and video viewers
Goal: bring back warm prospects to quote form or fit call page
Budget: $3-$5 per day max to stay within spend limits
Audiences: quote-page visitors, pricing-page visitors, 50%+ video viewers
Creative: 15-sec event highlight reel, testimonial graphic, turnkey offer ad
Message angles: zero planning stress, custom trivia, AV included, easy booking
Use Google Ads remarketing only if Search traffic grows consistently
Exclude converters and current clients from ad audiences

Social Media and Content

Post 2 Instagram/Facebook Reels weekly from live event clips
Post 1 LinkedIn post weekly aimed at HR, office managers, and owners
Share 1 testimonial graphic weekly with company type and attendee count
Post 2 educational carousels monthly on easy staff event planning
Content themes: morale boost, turnkey setup, mixed-personality inclusion, custom rounds
Reuse newsletter topics into LinkedIn posts and short videos
Add CTA on every post: check date availability or request a quote
DM warm engagers with a soft invite to the planning checklist or fit call

Webinars and Events

Host 1 quarterly showcase trivia event for local business decision makers
Purpose: live demo, collect leads, and earn referrals from attendees
Cap at 10-20 guests to keep setup simple and networking strong
Follow with 3-email attendee sequence over 7 days
Email 1: thanks + photos + booking credit or bonus custom round
Email 2: case study + ideal use cases by team size and industry
Email 3: limited open dates for next 60 days

Other Nurture Channels

Use TextMagic or SimpleTexting for quote-request SMS only
SMS cadence: instant reply, 24-hour reminder, day-3 final nudge
Add website sticky bar: Check Date, Get Quote, Text Us
Use Tidio chatbot for FAQs only: pricing, travel area, setup time, availability
Route chatbot answers to quote form, not open chat threads
Add Calendly for 15-min Event Fit Calls with buffer questions
Send PandaDoc or Stripe deposit link immediately after verbal yes
Use Google Business Profile messaging if available for local warm leads
Track all leads with UTMs and ask How did you hear about us on every form

3. Sales Conversion Strategy

Sales Process

Route all leads to one CTA: Check date availability
Add short intake form with date, headcount, venue, city, goals
Offer phone, text, or email reply within 2 business hours
Send same-day quote after inquiry whenever possible
Use 3 package options: Standard, Custom, Premium
Include clear line items: hosting, AV, web scoring, customization, travel
Create one-page proposal with event flow and what client handles
Add deposit link in every quote to reserve the date instantly
State hold policy: dates held 5 days after quote
Use booking script focused on ease, morale, and zero client workload
End every call with one next step and deadline
Send reminder 48 hours before quote hold expires
Send pre-event checklist 7 days before event
Send final confirmation with arrival time, setup needs, and contact info
Send thank-you and referral ask within 24 hours after event

Sales Assets

Create inquiry response template for website, text, and email leads
Create 15-minute discovery call script with 7 core questions
Build proposal template with packages, FAQ, and deposit button
Create objection script for budget, timing, and mixed-age groups
Make one-page PDF: How turnkey trivia night works
Build event sample agenda for 60, 90, and 120 minute formats
Create sample custom rounds by industry: dental, real estate, nonprofit
Make pricing guide with starting ranges for 20-60 players
Create venue checklist covering screen, sound, seating, and wifi needs
Build referral request template for happy clients and venue partners
Make follow-up templates for 1 day, 3 days, and 7 days after quote

Testimonials and Case Studies

Ask for testimonial during post-event thank-you while energy is high
Request 2 lines: result and what was easy about the process
Capture team size, industry, and event type with each testimonial
Ask for one team photo and short reaction video after each event
Add testimonials near CTA, pricing, and proposal sections
Create Wall of Love page sorted by industry and team size
Build 3 mini case studies: problem, setup, outcome, quote
Feature proof points like easy booking, zero stress, and high engagement
Include referral source in testimonial when applicable

Conversion Rate Insights

Track leads by source: Google, referral, past player, social, partner
Track inquiry to call rate weekly
Track call to quote rate weekly
Track quote to deposit rate weekly
Track average days from inquiry to deposit
Set baseline goal: 30% quote to deposit rate
Aim for reply time under 2 business hours
Review lost deals monthly by reason: budget, timing, no reply, fit
Use findings to tighten packages, scripts, and FAQ

Urgency and Offers

Promote seasonal windows: holiday parties, summer socials, staff appreciation
Use open date messaging: Only 3 prime December dates left
Offer fast-mover bonus for deposit within 5 days
Bonus ideas: custom company round or extra final round
Create quarterly showcase dates to spur copycat bookings
Use deadline in quote email subject line and proposal header
Offer off-peak weekday pricing for slower months
Mention booking lead times for popular months to create urgency

Guarantees and Risk Reversal

Offer clear scope promise: We handle hosting, AV, scoring, and flow
Promise planning simplicity with one pre-event call and checklist
Offer on-time arrival guarantee or partial credit
Offer tech-ready assurance with backup mic, cables, and hotspot
Add satisfaction check at halftime to adjust pace or tone if needed
State refund terms for cancellations and weather in plain language

Shock and Awe

Send personalized pre-event theme teaser based on their company culture
Include branded welcome slide with company name and logo
Add custom final round about the company team when appropriate
Leave behind winning team photo and digital scoreboard recap
Send post-event recap email with photos, winners, and thank-you note
Mail handwritten thank-you card to top referral partners

After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Send a friendly booking confirmation within 1 hour of deposit
Include event date, timeline, tech needs, and one main point of contact
Share a short welcome video: what to expect before, during, and after
Use a simple pre-event form for team size, vibe, and company details
Offer a 15-minute planning call to tailor rounds and room flow
Send a branded "You enjoy it, I handle it" checklist 10 days before
Confirm arrival, setup window, and venue logistics 72 hours before

Communication Cadence

Send a progress update after the planning call with agreed details
Check in 2 weeks before event with customization ideas and reminders
Send a 72-hour confirmation by email and text for peace of mind
Send an "on my way" text with ETA on event day
Share a same-night thank-you text after the event wraps
Follow up 2 business days later with recap, photos, and feedback link

Client Education

Provide a one-page Event Success Guide for hosts and office managers
Include room setup tips for sound, screens, seating, and team layout
Share sample trivia categories so clients can choose the right tone
Offer examples of custom questions tied to company culture or industry
Create a short FAQ covering timing, scoring, prizes, and participation
Send a "How to get shy teams involved" tip sheet before the event

Personalized Touches

Open each event with a customized welcome using company name and wins
Include 3-5 custom questions about the team, industry, or inside jokes
Give the organizer a handwritten thank-you card at the event
Celebrate work anniversaries or team milestones during a trivia round
Use team names on screen to make the game feel made for them
Send a post-event thank-you email naming standout moments from the night
Mail a small branded winner certificate template the client can reuse

Visuals and Documentation

Take a few candid team photos, with permission, during key moments
Share a next-day recap with top teams, fun moments, and final scores
Deliver a branded score summary PDF for internal sharing
Provide 3-5 social-ready photos with a caption the client can post
Keep a simple client preference sheet for future event personalization

Feedback and Proactive Support

Ask for a quick pulse rating from organizer before leaving the venue
Send a 3-question feedback form within 48 hours of the event
Include one open field: "What would make next time even better?"
Flag repeat clients' preferences in a spreadsheet for future bookings
If energy dips, pivot live with easier rounds or bonus team challenges
If tech fails, switch to backup scoring and analog materials immediately
Call any unhappy client within 24 hours and offer a make-good option

Guarantee or Promise

Promise a turnkey event with hosting, AV, and scoring fully handled
Guarantee confirmed logistics and setup plan before event day
If a preventable issue disrupts flow, offer a partial credit or add-on round
Promise custom touches so the event feels built for their team

Operational Excellence

Arrive 45-60 minutes early for setup and sound check
Wear branded or polished attire that fits the client's environment
Bring backup cables, adapters, hotspot, and printed scoring sheets
Use a standard pre-event checklist for gear, timing, and custom content
Keep rounds paced for mixed groups, attention spans, and energy levels
Close on time unless the client requests an extended finish
Leave the space clean and packed down quickly after the event
Track referrals, birthdays, and rebooking windows in a simple sheet

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Offer quarterly trivia plans with 4 events booked upfront
Give 10% off when 4 dates are reserved in one contract
Offer annual culture package with 6 or 12 events prepaid
Include one free custom theme round on annual plans
Add priority date access for repeat clients booking next event onsite
Send rebook offer within 48 hours after each event
Create seasonal series for holiday, summer, and year-end staff events

Upsells & Cross-Sells

Add custom company trivia round for wins, values, and inside jokes
Offer premium prizes sourcing and delivery as an add-on
Add photo recap package with team winner slide and branded graphics
Offer extended play package with extra round and finals segment
Add larger group AV upgrade for 60-100 attendees
Sell themed trivia packs for holidays, sales kickoffs, and appreciation days
Offer emcee add-on for awards, announcements, and shout-outs

Bundling & Packaging

Create 3 tiers: Essentials, Custom, and Signature Event
Essentials includes hosting, AV, and web scoring
Custom adds tailored rounds and planning call
Signature adds prizes, branded slides, and extended runtime
Bundle 3-event morale series for quarterly team engagement
Bundle onboarding event plus holiday event at a package price
Offer office culture pack with trivia plus recognition moments

Loyalty & Retention Programs

Launch repeat client rewards after second booked event
Give returning clients a free bonus round after 2 paid events
Offer anniversary booking perk for clients rebooking yearly
Create VIP list with early access to popular holiday dates
Give referral clients a loyalty credit toward future event upgrades
Track repeat clients by event type and preferred themes

Custom Services and Personalization

Build industry-specific trivia formats for dental, real estate, and nonprofits
Offer branded scoreboard and intro slides with company logo
Add employee spotlight round for birthdays, milestones, or retirements
Create clean or family-friendly versions for mixed workplace groups
Provide white-glove planning for multi-department events
Save client preferences to speed future bookings

Pricing Strategy

Raise base price 10% for new bookings after packaging is clarified
Keep current clients at legacy pricing for one repeat booking
Use value pricing for 60-100 person events with stronger AV needs
Price custom rounds and branded elements as premium add-ons
Offer prepay savings instead of discounting one-off events
Set minimum fee for peak dates and December bookings
Review 5 local event hosts and DJs to benchmark premium pricing

Customer Data and Insights

Start a simple CRM in HubSpot Free or Airtable
Track event date, size, industry, theme, and rebook status
Record who booked, who approved, and ideal rebook month
Send post-event survey with NPS and next-event timing question
Tag clients by event purpose: morale, holiday, appreciation, onboarding
Create reminder workflow at 30, 90, and 180 days post-event
Log top requested themes and upsells to refine packages

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Give past clients a $100 booking credit for each referred event booked
Give new referred clients $75 off their first trivia event
Offer a free custom bonus round for any referred booking
After 3 referrals, gift a free upgrade or premium themed round
Use simple codes like SMILES75 tied to each referrer

Shareable Assets

Create a one page referral handout for owners, HR, and office managers
Make a short email template clients can forward to peers
Provide a text message template for quick introductions
Create a referral landing page with offer, photos, and booking form
Print wallet sized referral cards to hand out at live events
Add a post event slide with referral offer and contact details

Timing and Triggers

Ask at 2 moments: after event praise and 2 days after the event
Trigger ask when client says fun, easy, or we should do this again
Send follow up email with photos, thank you, and referral invite
Ask players who organize events at other companies to intro you
Include referral ask on final invoice receipt and thank you email
Keep a simple spreadsheet tracking source, code, and reward status

Client Success Stories

Collect 2 sentence testimonials from the organizer within 48 hours
Ask for team photos and a quick quote about morale or turnout
Turn each event into a mini case study with company type and result
Share stories by industry to help similar businesses picture the fit
Feature stories on website, email follow ups, and referral page
End each story with a soft prompt to refer another team

Partner or Affiliate Programs

Build referral partners with event planners, HR consultants, and venues
Offer partners $100 per booked event or reciprocal referrals
Target coworking spaces, chambers, caterers, and office managers groups
Give each partner a unique code and a co branded one page flyer
Create a preferred partner list to cross promote local business services

Thank-You Experience

Send a handwritten thank you card for every referral that books
Record a short personalized thank you video for top referrers
Feature top referrers in a monthly shoutout on LinkedIn or email
Send a local coffee gift card after each successful referral
Surprise repeat referrers with a free add on round or host bonus

The Trivia Night Guy

Your 1-Page Marketing Plan is Ready!