Best for
- B2B teams running conferences, webinars, roadshows, or partner events
- Field marketers who need faster post-event follow-up
- Sales teams that want context-rich follow-up instead of generic thank-you emails
Use session attendance, booth conversations, badge scans, and downloaded assets to create follow-up emails that match what each attendee actually cared about.
Segmented event follow-up sequences that vary by session attendance, booth interaction, persona, downloaded content, and sales readiness.
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
Most event follow-up fails because everyone receives the same generic recap. But event intent is usually visible: what session they attended, which booth topic they asked about, what asset they downloaded, and whether they spoke to sales. This workflow turns those signals into segmented follow-up paths so the email feels like a continuation of the event, not a marketing blast.
Expected results
Follow-up launch speed
Within 24-48 hours
A centralized Airtable and prebuilt prompt structure reduce the usual delay caused by cleaning attendee lists and writing every follow-up manually.
Sequence variants
5-8 segments
This is enough personalization to reflect attendee behavior without creating too many email paths to QA and manage.
Sales relevance
Behavior-based routing
Routing by session attendance, content clicks, and booth notes gives SDRs and AEs a more useful reason to follow up than a generic event lead label.
Reusable system
Repeatable for every event
Once the Airtable fields, segment logic, and prompt templates are created, the workflow can be reused for webinars, trade shows, roadshows, and partner events.
Step-by-step workflow
The first 3 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
45-60 min
45-60 min
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.
A unified event lead table that combines attendance, engagement, and follow-up context.
Do this within 24 hours of the event. Booth notes decay fast because the rep remembers the conversation better today than next week.
30 min
30 min
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.
A clear segmentation model with recommended follow-up paths.
Avoid over-segmentation. Six useful segments beat 27 hyper-specific segments that no one has time to QA or launch.
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.45 min
45 min
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.
Segment-to-CTA map with the right asset, form, or booking link for each group.
Use a softer CTA for low-intent attendees. Asking everyone for a meeting can suppress engagement from people who would have downloaded a relevant recap first.
Pro workflow preview
Previewing 3 of 6 steps
Get the remaining 3 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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