Jonathan Bayo
All case studies
OutreachBuilt1 min read

Event follow up engine

Attendee data comes in from the event platform, each person is grouped by what they attended, Claude writes a follow up that refers to it, and the batch goes out within a day while people still remember the event.

24 hfollow up window
300+attendees handled
0attendees missed
Trigger
event export or webhook
Window
within 24 hours
Attendees
300+ per event
Spacing
30 s between sends

Why it exists

Events produce warm leads and then the follow up is slow, generic or doesn't happen. Writing 300 personal emails by hand isn't going to happen, so teams send a blast or nothing.

How it runs

Per event
Trigger
Attendee data
export or webhook
Transform
Segment
by session
AI
Claude
personal follow up
Send
Gmail
within 24 h
Store
Log
CRM or sheet
Transform
Flag
hot leads
  1. Import

    Attendee data arrives from the platform's export or a webhook: name, email, sessions, notes.

  2. Segment

    People are grouped by the sessions they attended and the topics they engaged with.

  3. Write

    Claude writes each follow up from the person's sessions and notes, so it refers to what they actually saw.

  4. Send

    The batch goes out within 24 hours with 30 seconds between sends.

  5. Log

    Each contact is recorded with engagement level, sessions and the follow up sent, ready for sales.

  6. Flag

    The people who engaged most are flagged for a personal follow up by the team.

What came out of it

Everyone hears back within a day with something that refers to their event, and the team gets a short list of who to call personally.

Notes

Built to prove the pattern. The segmenting is only as good as the attendance data the event platform exports, so the first thing to check on a new client is what their platform actually records.

Stack

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