Events & Field MarketingintermediatePro

Turn badge scans into segmented event follow-up sequences in 24 hours

Transform raw event badge scans into persona-based follow-up, rep tasks, and campaign segments before attendees forget the conversation.

What you will have

A 24-hour post-event follow-up system that segments badge scans, drafts personalized messages, assigns owners, and measures conversion by event signal.

Setup time

3-5 hours

Time saved

6-10 hours per event follow-up cycle

Estimated cost

$150 to $700 per month

Tools used

6 tools

Why this works

Event follow-up decays quickly because attendees forget conversations and reps return to normal priorities. The fix is not just faster email, it is faster routing with context. This workflow uses AI to classify badge scans by persona, intent, conversation notes, and next best action so follow-up feels connected to the event instead of like a generic nurture blast.

Step-by-step workflow

Preview the workflow

The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.

Export badge scans and engagement data immediately

30-45 min

Export badge scans from Splash or your badge scanning tool within the first few hours after the event. Include name, email, company, title, booth rep, scan time, session attended, booth qualifier answers, notes, and consent status. If the event was virtual or hybrid, pull engagement data from Goldcast such as sessions attended, questions asked, and assets downloaded.

Output

Raw event lead file with scan, session, and engagement fields ready for enrichment.

SplashGoldcast

Pro tip

Do not wait until Monday if the event ends Thursday. The first useful follow-up window starts while the conversation is still fresh.

Clean and enrich the attendee list

1 hour

Use Clay to clean company names, enrich company size, industry, LinkedIn URL, seniority, likely department, and buying committee role. Remove obvious vendors, students, duplicates, competitors, and incomplete records unless there is a clear reason to keep them. Push the cleaned list into HubSpot with the event campaign attached.

Output

Clean enriched event lead list attached to the correct CRM campaign.

ClayHubSpot

Pro tip

Keep disqualified scans in a separate tab. Event ROI analysis gets distorted when every badge scan is counted as a real lead.

Pro workflow preview

Previewing 2 of 8 steps

Pro membership

Unlock the full workflow

Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and weekly new workflows.

$9/month

Classify leads by intent and follow-up path

Draft segment-specific follow-up messages

Create rep task queues for high-intent leads

QA routing, consent, and message accuracy

Launch within the 24-hour window

Measure conversion by event signal

See Pro plan

3Classify leads by intent and follow-up path

Locked

4Draft segment-specific follow-up messages

Locked

5Create rep task queues for high-intent leads

Locked

6QA routing, consent, and message accuracy

Locked

7Launch within the 24-hour window

Locked

8Measure conversion by event signal

Locked

Expected results

Follow-up speed

Within 24 hours

The workflow is designed around immediate export, enrichment, segmentation, QA, and launch before event context decays.

Segments created

5-7 follow-up paths

Not every scan deserves the same response, so the workflow separates sales, nurture, customer, partner, executive, and disqualified paths.

Time saved

6-10 hours

AI reduces manual sorting, message drafting, owner assignment, and post-event performance synthesis.

Measurement quality

Signal-based event reporting

The campaign measures outcomes by segment and event signal instead of treating all badge scans as equal.

Related workflows

Continue with workflows that share a similar GTM motion, category, or tool stack.

Events & Field Marketingfree

Create pre-event account briefs for every scheduled booth meeting

A pre-event briefing pack with account context, likely priorities, suggested questions, and meeting notes for every scheduled conversation.

HubSpotLinkedIn Sales NavigatorClaude

2-3 hoursView workflow ->

ABMpro

Event-triggered ABM content drops when target accounts show buying signals

Create a trigger-based ABM content engine that reacts to account signals with relevant landing pages, assets, and outbound messages.

6senseClayClaude

6-10 hoursView workflow ->

Email Outreachfree

Generate personalized event follow-up sequences from session attendance data

Segmented event follow-up sequences that vary by session attendance, booth interaction, persona, downloaded content, and sales readiness.

AirtableClaudeHubSpot

2-3 hoursView workflow ->