Case Study

Candidate Assessment

Marketing Director

Demonstrate your ability to plan and execute a successful event that drives qualified attendance, generates sales leads, and converts attendees into pipeline.

Background

As a growth-stage AI consulting firm, Cadre AI hosts executive events to build brand awareness, establish thought leadership, and generate a qualified lead pipeline. These AI Leadership Workshops bring together mid-market executives to explore how AI can drive real business outcomes.

Our goal is to position Cadre as the trusted partner for AI transformation — filling the room with decision-makers who fit our ICP and converting attendees into qualified sales conversations.

The Scenario

🏢 AI Leadership Workshop

You are planning Cadre's upcoming AI Leadership Workshop at C3 Bank headquarters in Encinitas, CA. The event is scheduled for 4 weeks from today. You've been asked to own the complete marketing strategy and execution to make this event a success, then nurture those leads and convert them into sales calls.

Target Audience
Mid-market executives, founders, c-suite ($20M-$300M revenue)
Attendance Goal
70+ businesses fitting Cadre ICP
Primary Objective
Pipeline generation — qualified leads to sales

Goal

Things that will be true if this goal is met:

  • At least 70 qualified businesses are in attendance at the event, each fitting Cadre's ICP.
  • 8 sales qualified leads are generated from the event and entered into the pipeline.
  • 3 businesses are scheduled for a sales call with Riley and Ian within 2 weeks post-event.
  • Every attendee's contact information and company data is captured in HubSpot with complete and accurate records.
  • A clear sales handoff process is documented with defined ownership, lead scoring criteria, and timeline for follow-up.
  • Event ROI is measurable with tracking in place for registrations, attendance, lead quality, and pipeline contribution.
Goal Due Date
6 weeks total — 4 weeks until the event, 2 weeks post-event to nurture leads
Resources
HubSpot is your primary tool, you are the only marketing team member

📌 Note on Resources

If additional resources are needed to accomplish this goal other than you, make sure to mention that in your deliverable.

Your Task

Prepare a presentation that you would deliver to Skyler (PR) and Keith (President). In this presentation, you should:

  • Present your complete strategy for making this event a success and how you would accomplish the above goals
  • Walk through your 4-week execution timeline and your 2-week post-event lead nurturing plan
  • Explain any additional resources you would need and why
  • Demonstrate how you would use AI in at least one part of your plan

Requirements

Time Allotted
30 min presentation + 15 min Q&A
Format
Slide deck or screen share

Submission

Once your presentation is ready, email it to:

Moriah.davis@gocadre.ai and eliana@gocadre.ai

Cadre AI — Confidential Candidate Materials