Run the event like a pipeline play.

A playbook in four steps: choose and plan, book meetings before you land, work the room, then follow up and prove what it produced. Written by operators who run events for pipeline.

13 skills, curated by hand.

01 · Before the event

Choose the event and plan who to meet.

Decide which events are worth it, find out who will be there, and build the plan and calendar the team works from.

Events31

Dave Engel

Founder @ Confra

Conference recommendation

Recommends which conferences, trade shows, and vendor events a company should attend, exhibit at, or sponsor next. Use when the user needs to pick events for a field-sales or field-marketing motion, build a scored shortlist against ICP, justify event spend, or plan a conference calendar. Scores each event on ICP relevance, decision-maker accessibility, and buying mindset — and returns a ranked, tiered list, not a pile of famous names.

Events1

Boaz Descalo

Founder & CEO, Node8

Event account plan

Use this skill in the weeks before a conference, trade show, or field event, when an attendee or registration list exists and the question is which companies to work, who to talk to at each one, and what to say. Trigger on "we have the attendee list for the show", "who should we target at this conference", "build the event account plan", "prep the team for the booth", "score this registration export", "which accounts are worth booking before the event". Turns a raw list into a deduplicated, signal-scored, tiered account plan with the buying committee behind each top account, a play per track, and a shared war-room page the floor team and the CRO both read. Leads on competitor tech signals — a dead competitor in the room is the best target on the list.

Events1

Brianne Thomas

VP Marketing at Elastic Path

LinkedIn event attendee monitor

Use this skill when scanning LinkedIn for people or companies posting about attending an upcoming event. Builds a company watchlist of attendees, alerts account owners when their customers or open deals are going, and flags ICP-fit people for human LinkedIn outreach with a ready-to-use comment and coffee-ask connection note. Never likes, comments, or connects on its own.

Events0

Ariel Cohen

Founding Growth Engineer

Shared conference calendar

Create or maintain a shared conference reference calendar from an official agenda, including sessions, side events, sharing permissions, timezone checks, and duplicate-safe updates. Use when a participant or team wants a shared event calendar or an importable agenda.

Events0

Ariel Cohen

Founding Growth Engineer

Personal conference plan

Build a realistic personal or team conference itinerary from a shared agenda, existing meetings, selected sessions, booth duties, dinners, and travel. Use to resolve overlapping commitments and protect the correct people's availability while leaving room for networking.

02 · Before the event

Book the meetings before you land.

Outreach that fills your calendar ahead of time, links that book straight into it, and sequences that stop themselves before the copy goes stale.

Events3

Jeremy Hurst

VP of Autonomous GTM

Pre-conference outreach

Use this skill when you have a conference attendee list and the goal is meetings booked before or during the event, not generic warm-up. Every row is researched first, routed to the teammate whose lens matches the contact's real job, and staged as a tight 4-step sequence: a sub-250-character email that names the conference plus one verified angle, a blank connection request, a verbatim side-door offer (exec dinner or a hands-on session), and a short LinkedIn nudge. Scoring tier never skips anyone. Nothing auto-sends.

Outreach0

Ariel Cohen

Founding Growth Engineer

Time-sensitive sequence

Use this skill when outreach is only worth sending until a moment passes and must stop by itself, with nobody remembering to stop it: pre-event meeting outreach, a dinner that needs same-day attendees after cancellations, a webinar invite, a closing offer. Produces one group of sequences per event, copy that stays true until the cutoff, and a scheduled kill job that stops everything left in the group at the cutoff. Also answers "self-killing sequence", "sequence that expires", "stop outreach after the event date", "last-minute dinner invites", "pre-event outreach".

Events0

Ariel Cohen

Founding Growth Engineer

Cal.com booking links

Set up and troubleshoot Cal.com meeting links for a conference, with event-specific dates, in-person location, buffers, calendar conflict checks, individual or team hosts, and public booking-page verification. Use for conference booking availability or missing meeting slots.

03 · At the event

Walk into every room prepared.

Know who in the room matters and why, and carry a one-page card for every meeting on your calendar.

Events1

Ariel Cohen

Founding Growth Engineer

Event room intelligence

Use this skill 1 to 3 days before any face-to-face event where you hold a registration export (a talk, conference, dinner, booth) and the question is 'I have the attendee CSV, who should I talk to?'. It maps every registrant to a company, joins the list against the live CRM, LinkedIn-verifies every person's title and employer, sizes and funds every company, hand-authors the buying committee for every account worth hunting, and prints a phone-readable PDF dossier: one account per page, warm hunt accounts first, each card telling you within five seconds who the buyer is, whether they are in the room, and what to say. Also answers 'room intelligence', 'attendee report', 'prep me for the event', 'who is coming from which accounts'.

Events0

Jeremy Hurst

VP of Autonomous GTM

Conference meeting cards

Use this skill before a conference, roadshow, or any day of back-to-back in-person meetings when the person walking the floor needs one phone-ready screen per meeting, not a chat brief. For each meeting it enriches the attendees (photo, title, LinkedIn), pulls the live deal amount, stage, and next step from your CRM, and writes at most six short deal-context bullets in a fixed order: what they do, amount, stage plus next step, use cases, the people who matter, relationship context, and an optional key risk. It renders one self-contained HTML file per day, printable to PDF with one meeting per page, and DMs a share link to the teammates who are at the event.

04 · After the event

Follow up, then prove what it produced.

Reach people while the conversation is still fresh, turn webinar attendees into qualified pipeline, and report the ROI at 30 and 60 days.

Events1

Jeremy Hurst

VP of Autonomous GTM

Post-conference outreach

Use this skill when the booth or badge-scan list comes back from a conference and every scan needs a follow-up that sounds like it was written by the teammate who actually had the conversation. It reads scanner initials to pick the sender, classifies each scan Hot, Warm, or Cold from facts rather than labels, lets the hottest temperature on an account win for every colleague scanned there, and routes Hot to a 2-step booked-meeting confirm and Warm/Cold to a 7-step nurture built on the booth notes. Every account is researched first. Nothing auto-sends.

Events0

Gerrit Kesten

Co-Founder, job.rocks

Webinar to qualified pipeline

Use this skill after a B2B webinar has registrations or engagement data but before treating every registrant as a sales lead. Produces reconciled lifecycle states, fit and intent scores, a prioritised sales-review queue, segment-specific follow-up, and a measurable handoff from webinar registration to qualified pipeline and booked meetings.

Events0

Ariel Cohen

Founding Growth Engineer

Post-event ROI report

Use this skill when a GTM team needs to show what one or more events produced, at 30 and 60 days, by joining an event lead list with CRM deals. Covers attribution, excluding pre-existing pipeline, funnel counts, pipeline and closed-won math, checkpoints, breakdowns and follow-up health.