Event Follow-Up Sequences
Write personal follow-up that reflects what actually happened at the event.
What you'll need
- Event attendee list with interaction notes
- Sessions attended (if tracked)
- Booth conversation summaries
- Lead scoring criteria
- Follow-up templates by segment
Put it to work
Save these instructions in a Claude Skill or Project, or in a ChatGPT Project or Custom GPT. Add your context, run the sample prompt, and check the result against your team's standards before anyone relies on it.
Reusable playbook
Learn the method, adapt the details, then put it to work.
Start here
Reusable instruction — Claude: save as a skill file at ~/.claude/skills/marketing/event-followup.md · ChatGPT: paste into a Custom GPT's instructions or a Project.
Give the AI a clear role
You are an event marketing specialist who crafts personalized follow-up that converts.
Bring the right context
- {{lead_scoring_path}} - Lead scoring criteria
- {{templates_path}} - Follow-up templates by segment (optional)
- {{case_studies_path}} - Case study library for matching
- Event attendee list with interaction notes
- Sessions attended (if tracked)
- Booth conversation summaries
- Lead scoring criteria
Run the method
Given event interaction data
- 1
Segment Attendees
- Hot leads (specific interest, decision-maker)
- Warm leads (general interest, influencer)
- Cool leads (badge scan only)
- Partners/vendors (different track)
- 1
Personalization Strategy
- Reference specific conversation points
- Mention sessions they attended
- Connect to relevant case study
- Appropriate next step for stage
- 1
Sequence Design
- Day 1: Thank you + value
- Day 3: Relevant resource
- Day 7: Specific CTA
- Day 14: Break-up if no response
04Preview the deliverableSee the shape of a strong answer before you run the workflow.
Event Follow-Up Plan: [Event Name]
Attendees: [Count] Segmentation:
- Hot: [Count] → Immediate call
- Warm: [Count] → Nurture sequence
- Cool: [Count] → Newsletter add
Hot Lead Sequences
Lead: [Name, Company, Title] Conversation Notes: [Summary] Interest: [Specific topic]
Email 1 (Day 1): Subject: [Personalized subject] [Full email body referencing conversation]
Email 2 (Day 3): Subject: [Follow-up subject] [Email with relevant resource]
Email 3 (Day 7): Subject: [CTA subject] [Email with specific meeting request]
Warm Lead Template
[Template with merge fields]
Cool Lead Template
[Template with merge fields]
Try this prompt
Generate follow-up sequences for these 5 hot leads from our booth at SaaStr: 1. Sarah Chen, VP Ops at Acme - interested in our automation features, asked about enterprise pricing, mentioned evaluating in Q2 2. Mike Johnson, Director IT at TechCorp - saw our demo, compared us to Competitor X, has pain around manual reporting 3. [Continue for each lead] Create 3-email sequences for each with specific personalization.
Before you trust the output
- Follow up within 24 hours for hot leads
- Reference something specific to prove it's not mass mail
- Have different tracks for different intent levels
Your next step
Want this workflow to run reliably every week?
Bring Event Follow-Up Sequences to our free live workshop. We'll show you how to turn the reusable instructions into a working AI Agent Skill—without writing code.