Make the most of your investor conferences with this checklist.

Download a printable version of the checklist.

After listening to the frustrations of hundreds of public companies that try to build direct relationships with investors in-person, we've put together an actionable list of tasks that you can complete to get the most out of your investor conferences and company roadshows.

This investor conference checklist is absolutely free because we want you to get the most out of your in-person investor events. By implementing a few simple strategies, you'll be deliberate in how you build investor relationships, document investor attention, and measure the ROI of your IR spend.

Let's dive into each strategy, the reasoning behind it, and the actionables for you.

Capture investor details with a  digital QR code. 

If you want to measure investor traffic and use that data to create targeted follow-ups after the event, QR codes are an effective way of measuring that traffic from the start (e.g. AQSE:RGG).

To do:

1. Set up a QR code that links to a form to collect investor details (e.g. email, name).
2. Integrate this QR code into these investor touchpoints (company merch, banner, slides).
   
   

 Advertise your booth  through socials and more. 

Building investor anticipation is an effective way of keeping event attendees updated on what to expect and how they can have the best experience when engaging directly with you.

To do:

1. Schedule social posts ahead of time to advertise your attendance.
2. Put together an event attendance ASX announcement for the market.
3. Make sure you take lots of photos to share during and after the event.
   
   

 Establish conference goals that  you can influence. 

It's important to be detailed when setting goals on what you want to achieve from in-person events. Broad goals like "increasing share price" aren't going to be measurable, so it's a good idea to get granular here to measure your actual impact.

To do:

1. Talk to X amount of investors.
2. Influence X amount of investors to scan your QE code and leave their details.
3. Take X amount of photos of the company booth and event to share on socials.
   
   

 Nurture investor leads  acquired from the event. 

By tracking your investor interactions in detail, you'll have the data that unlocks effective follow-ups. You'll be able to nurture these investor leads and maximise the likelihood of them converting into shareholders.

To do:

1. Take notes of your conversations (either in a CRM or physically). Try to collect as much information as possible, either through the QR code you set up or simply by asking in-person.
2. Keep an eye on your registry movements during and after the conference to see which investors move and how they're converting into shareholders.
   
   

Prepare for all  investor questions  and concerns. 

Be prepared to answer any relevant topics that come up (e.g. recent results or changes in management) because when it's in-person, you won't be able to ignore it and it's likely to come up.

To do:

1. Do your research and check out what investors are saying and asking about you already on third party forums and communities like the investor hub.
2. Prepare answers that you can comfortably say in an investor conversation that ensure you're compliant while addressing any concerns.
   
   

Leverage  interactive ideas  to engage investors.

Adding interactive elements to your investor events is a seamless way to encourage immediate engagement and facilitate digital interactions you can refer to when reviewing your post-event analytics and ROI on spend.

To do:

1. Invite investors and attendees to ask questions (via a QR code) that you can answer in-person or during your presentation at the event.
2. Incentivise investors to engage with you by giving them something in return (e.g. a QR code scan gets company merch or an investor question recieves a genuine response).
   
   

Review your  post-event engagement  and data.

The work you do after the conference or event is what converts that investor attention into tangible investor demand. Measure the impact of your spending by diving into the data and consider it an opportunity to gather feedback as well to optimise your future events.

To do:

1. Follow up with your investor leads after the event with a simple email campaign.
2. Measure the ROI of the event by identifying new investors acquired or re-engaged.
3. Seek feedback on your presentation to understand perceptions and where to improve.
   
   

It's a lot of information to take in and implement so we've put all these learnings and actions into a printable investor conference checklist that you can keep as a resource and work through when needed at your next in-person event or conference.