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 📬 Subscribe to the Bio Founder GPS Newsletter
Weekly playbooks on fundraising, BD, and founder ops.

🤝 Work with Bench2Bio
1:1 support with fundraising & strategy to help you scale.

🔗 Share this Tracker
If it helps you, share with a founder friend and show you care 😊

🧬 Built by Bench2Bio to help founders spend less time chasing, and more time building.

Enjoyed this template? Have any suggestions? Let me know at vadim@bench2bio.com!
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📖 Instructions: How to Use This Event Planning & CRM Tracker

Welcome to your Life Science Event Tracker! This tool helps you and your team stay organized before, during, and after key industry conferences.

1. Conference Tracker Tab (All Events)

The Conference Tracker tab gives you a bird’s-eye view across all upcoming events.

Use this sheet to:
- Decide which events to prioritize.
- Track attendance decisions and ROI expectations.
- Quickly filter by month, region, focus area, or audience.

Tip: Color coding highlights events by focus area (Digital Health, Partnering, R&D, etc.) so you can scan quickly.

👉 Think of this as your master calendar & decision dashboard.

2. Individual Event Plan Tabs (one per conference)

Each event has its own detailed tracker tab (example: “HLTH 2025 Tracker”). Duplicate the "Event Plan" tab for each event you will attend and check out the "Event Plan - Illustrative" tab for a pre-filled example.

This is your mini-CRM for each event.

Event Overview: logistics (registration, travel, costs, team members).
Pre-Event Planning: define top goals, target investors, partners, and key sessions.
During Event: log meetings, new contacts, and notes from panels.
Post-Event Follow-Up: assign owners, deadlines, and track status until complete.
ROI Analysis: measure results (investor meetings, partnerships, follow-ups) vs your targets.

👉 Think of this as your battle plan + after-action report for every conference.

3. Workflow Best Practices

Before the Event: Fill in registration, logistics, and your “Top 3 Goals.”
During the Event: Capture meeting notes and new contacts in real time.
After the Event: Review follow-up items, assign owners, and mark progress.
Over Time: Use the ROI analysis to compare which events truly moved the needle.


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