The Precis Events Manual 2026 is the definitive, practical guide to running in-person events end-to-end and achieving the single objective you set. This deep-dive session is designed specifically for organising-office teams to ensure you become fully autonomous and aligned with Marketing support. We will walk through the entire process, from securing the required service-lead and CEO approvals to defining your single event goal—whether it is to generate lead, opportunity, or customer. This isn't just a feature list; it's a breakdown of the why and how. You will gain a practical understanding of how to manage HubSpot ownership, set up your three-month attribution window, and select the correct content-led or commercial-led follow-up. We will solve the central pain point of 'who owns what' by clarifying the checklist for the local office versus the Marketing team. Understand how to leverage the writing helper, why the waitlist exists as a quality control step, and how to correctly log event costs in HubSpot under the marketing campaign. Walk away smarter, with the practical understanding and framework needed to deliver valuable, educational, and engaging events that reflect the Precis brand.

Key takeaways:

• Learn how to secure both service-lead and CEO sign-offs as the mandatory first step in the planning process.
• You will be able to clearly define your single event objective (lead, opportunity, or customer) and align it with the appropriate middle-funnel format.
• Understand the six-step process for creating the HubSpot Marketing Event, including naming syntax and setting the three-month revenue attribution window.
• Learn how to manage waitlisted registrations by approving contacts within the mandatory 48-hour window to trigger the automated reminder workflow.
• Be able to correctly track all event costs (e.g., catering, venue, transport) in HubSpot under the correct marketing campaign to accurately measure ROI.