Best for
- B2B teams collecting event scans but following up too slowly
- Field marketers responsible for proving event pipeline contribution
- Sales teams that need attendee context instead of raw lead lists
Transform raw event badge scans into persona-based follow-up, rep tasks, and campaign segments before attendees forget the conversation.
A 24-hour post-event follow-up system that segments badge scans, drafts personalized messages, assigns owners, and measures conversion by event signal.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
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.
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.
Step-by-step 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.
30-45 min
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. Keep the work organized in Splash and Goldcast with fields for person, account, trigger, message angle, channel, and follow-up owner so the next person can see how the decision was made. Make the decision explicit and leave enough context that another marketer or seller could continue the work without re-reading every source.
Raw event lead file with scan, session, and engagement fields ready for enrichment.
Do not wait until Monday if the event ends Thursday. The first useful follow-up window starts while the conversation is still fresh.
1 hour
1 hour
Work in 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. Work from the live CRM record and capture person, account, trigger, message angle, channel, and follow-up owner so the artifact reflects the actual account or opportunity, not a generic template. Make the decision explicit and leave enough context that another marketer or seller could continue the work without re-reading every source.
Clean enriched event lead list attached to the correct CRM campaign.
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
Get the remaining 6 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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