Build a webinar-to-pipeline follow-up system for attendees, no-shows, and registrants

Define the webinar ID, event date, reporting cutoff, target audience, and the systems that hold registration, attendance, CRM, and campaign data before exporting records. Export registrants, attendees, attendance duration, join and leave times, questions, poll responses, company, job title, country, lead source, consent status, customer status, target-account status, owner, and current lifecycle stage into Google Sheets. Use a stable contact identifier such as HubSpot contact ID or verified email to combine records without losing people who registered with alternate addresses. Preserve raw source tabs and create a normalized working tab with one row per contact, plus separate fields for registration, attendance, and post-event engagement. Flag duplicates, bounced or invalid emails, competitors, students, employees, existing customers, open opportunities, opt-outs, and records with missing ownership or consent. Reconcile contact counts and attendance totals to the webinar platform and HubSpot campaign before segmentation. Save the cleaned workbook with extraction timestamps, source filters, control totals, and unresolved data-quality issues.

Review the normalized engagement fields and define the operational limits for how many segments sales, marketing, and customer success can actually support. Open Claude, start a new webinar-segmentation chat, and paste the prompt below into the main chat composer. Include the webinar topic, audience, engagement fields, target-account rules, customer and opportunity status, sales priorities, consent rules, and suppression policy as source inputs. Ask Claude to propose five to eight segments with exact criteria, follow-up goal, owner, timing, message angle, confidence, and exclusions. Copy the proposed model into a Segmentation tab in Google Sheets and save the Claude conversation link with the campaign files. Test at least five records per segment, including edge cases such as a customer no-show, competitor attendee, target-account registrant, and question asker with low attendance. Resolve overlaps by defining precedence rules so each contact receives one primary route and no suppressed record enters a customer-facing sequence.

Create a practical webinar lead segmentation and routing model.

Source inputs:
- Webinar topic and offer: {{webinar_topic}}
- Target audience and buying roles: {{audience}}
- Normalized registration and engagement fields: {{engagement_fields}}
- Target-account and opportunity rules: {{account_rules}}
- Customer and lifecycle status definitions: {{customer_and_lifecycle_rules}}
- Sales and SDR priorities: {{sales_priorities}}
- Consent, regional, and communication rules: {{consent_rules}}
- Suppression and exclusion policy: {{suppression_policy}}

Create five to eight segments. For each segment, return:
1. Segment name
2. Exact inclusion criteria
3. Exclusion criteria
4. Precedence when multiple segments match
5. Follow-up goal
6. Owner: sales, SDR, marketing, CS, or no outreach
7. Timing and SLA
8. Recommended message angle
9. Confidence and data required
10. Example contact pattern

Keep the model understandable in five seconds. Do not infer intent from registration or attendance alone, and never override consent or suppression rules.