Playbook PDF · 18 pages · 10 fillable worksheets

The B2B Event Content Playbook

Plan the shoot, capture the right people, and put the content to work after your event.

Who it's for: B2B marketers and producers planning conferences, customer events, trade shows, or side events.

Get the free PDF ↓
The B2B Event Content Playbook cover

What's inside

  • Six chapters covering strategy, deliverables, prep, capture, editing, and distribution
  • Ten fillable worksheets, from the content brief to the post-event review
  • Guest questions, shot lists, approval tracking, media handoff, and publishing plans
From the playbook

How to plan B2B event video content

Start with the buyer and the job each asset needs to do. Then plan the people, footage, and handoff around that goal.

  1. Set a goal for each asset

    Write down the audience, message, destination, and next action. A customer story for sales needs a different interview from a recap promoting the next event.

  2. Choose the must-have deliverables

    Separate must-haves from useful additions and experiments. Decide whether you need a recap, customer interviews, session recordings, short clips, or photography. Check that the schedule and crew can cover simultaneous moments.

  3. Book people and confirm access

    Invite priority guests early and hold specific interview slots. Confirm venue and recording rules, a quiet interview spot, the day-of contact, and who handles permissions and approvals.

  4. Protect sound and useful answers

    Test the microphone in the actual location and arrange an AV feed and backup for stage recordings. Help guests settle in, then ask for specific examples and follow the useful answer.

  5. Send the story with the footage

    Keep source files organized and verified before cards are reused. Give the editor the strongest moments, intended use, restrictions, review owner, and delivery requirements. Confirm what is usable before promising extra cuts.

  6. Give every finished asset a home

    Assign a channel, owner, publish date, and call to action. After the event, review what shipped and what marketing or sales used so the next plan improves.

The free PDF adds ten fillable worksheets: content brief, guest tracker, interview question bank, shot list, run of show, permissions and approvals, media handoff, edit brief, distribution calendar, and post-event review.

The fillable content brief worksheet from the Event Content Playbook
From the guide.
Pairs with the podcast Everything you need to know shooting content at your next B2B event →