Generate personalized event follow-up sequences from session attendance data

Create an Airtable base with one row per attendee or lead. Import badge scans, registration data, session attendance, booth notes, meeting notes, downloaded assets, and any post-event survey responses. Add fields for persona, company, engagement type, session topic, sales readiness, recommended follow-up angle, and owner.

Use Claude to create follow-up segments based on what attendees did, not just who they are. Useful segments include: attended technical session, attended executive session, visited booth but no meeting, downloaded a guide, met with sales, asked about pricing, partner attendee, customer, or no-show. Keep the number of segments manageable so your team can actually execute them.

Create an event follow-up segmentation model from this attendee data.

Event context:
{{event_name_and_theme}}

Available data fields:
{{available_event_fields}}

Sample attendee rows:
{{sample_attendee_data}}

Create 5-8 practical segments. For each segment, include:
1. Segment name
2. Inclusion criteria
3. Likely attendee intent
4. Follow-up angle
5. Recommended CTA
6. Suggested owner: marketing, SDR, AE, partner manager, or customer success

Prioritize segments that can be executed quickly and clearly.

For each segment, choose the most relevant next step. A technical session attendee may get the slides, a demo clip, and a deeper technical guide. An executive session attendee may get a business-case recap and meeting CTA. A booth visitor with vague interest may get a Tally form asking what they want next. The CTA should match intent instead of forcing everyone into a sales meeting.

Use Claude to write a first-touch email for each segment. The email should reference the event and the relevant behavior without sounding invasive. Mention the session or topic naturally, provide the promised asset or next step, and make the CTA feel connected to what they engaged with.

Write event follow-up emails for these attendee segments.

Event:
{{event_name}}

Event theme:
{{event_theme}}

Segments and CTAs:
{{segment_cta_map}}

Brand voice:
{{brand_voice}}

For each segment, write:
- Subject line
- Preview text
- Email body, 90-140 words
- Primary CTA
- Optional secondary CTA

Rules:
- Reference attendance or engagement naturally
- Do not imply a conversation happened if it did not
- Avoid generic 'thanks for stopping by' copy
- Keep the tone helpful, specific, and low-pressure

Build follow-up logic in HubSpot based on whether the person clicked, booked, downloaded, replied, or did nothing. Use Claude to draft different second and third touches for each behavior path. Someone who clicked a technical guide should get a deeper technical next step, while someone who did nothing should receive a shorter recap or interest check.

Create second and third follow-up emails for this event segment.

Segment:
{{segment_name}}

First email:
{{first_email}}

Behavior paths:
- Clicked primary CTA
- Downloaded asset
- Booked meeting
- Replied
- No engagement

For each applicable path, write:
1. Recommended action
2. Email copy if an email should be sent
3. Timing recommendation
4. Owner: marketing automation, SDR, AE, or customer success

Rules:
- Do not send unnecessary emails after a meeting is booked
- Make each touch feel connected to the previous behavior
- Keep emails under 120 words

Launch the sequence in HubSpot and route high-intent leads to the correct owner. Use Airtable to track segment, email sent, click, reply, meeting booked, and sales owner follow-up. After one week, compare performance by segment and identify which sessions, topics, or assets produced the strongest conversion signals.