RK · Sales Team
The Sales Floor

Events

PIMCon 2026·Lead to Legacy·Scottsdale·Oct 4–6
Live countdown · computed at load
57days
to PIMCon 2026
October 4, 2026 · Scottsdale
Sample · Editable
The Phoenician, Scottsdale · October 4–6, 2026

Tickets sold.

Live · PIMCon budget tracker
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— of — seats
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Seats remaining—
Ticket income—
2025 final total—

Who’s in the room

Income · actual vs projected

Room block · nights picked up

Next on the calendar Sample · Editable
Aug
14
Webinar: “Modern Search for PI Firms” 2026
Webinar
Aug
21
Rankings Roadshow · Austin 2026
Event
Sep
03
Q3 Sales Kickoff 2026
Internal
Oct
04
PIMCon 2026 Scottsdale
Event
A person working at a table in a boardroom setting, standing in for the leadership command center
01

PIMCon 2026 Command Center

The weekly leadership dashboard — readiness, owners, and the countdown pulled into one view for the L10. Open the dashboard
A person reviewing a screen in front of an audience, standing in for reviewing event returns
02

Event ROI Tracker

Spend vs. pipeline vs. closed, per event — the one page that says whether an event earned its slot. See the returns
A team working with people and documents, standing in for capturing leads on the event floor
03

Event Lead Capture

Scan and log leads on the floor — badge in, notes and owner attached, synced straight to HubSpot. Capture a lead
A signed page
04

Filming Release Form

The video release on an iPad — they read it, sign with a finger, and a signed PDF is filed automatically. Open on the iPad
Event tickets fanned out, the front one lit
05

PIMCON Ticket Hub

Ticket revenue by type, who’s coming and from where, and the clients, prospects, VIPs and speakers to find on the floor. See who’s coming
Past events · leads & pipeline Sample · Wire to HubSpot
Oct
04
2025
PIMCon 2025
Boston · Anchor
214
Leads captured
$1.2M
Pipeline sourced
Jun
11
2026
PI Mastermind
Scottsdale
92
Leads captured
$340K
Pipeline sourced
May
08
2026
Legal Marketing Summit
Chicago
148
Leads captured
$610K
Pipeline sourced
Jan
23
2026
Rankings Roadshow
Denver
61
Leads captured
$210K
Pipeline sourced