Routines / Event Attendee Outreach
Event Attendee Outreach
Every Monday Jane reads the attendee lists for events on your calendar in the next six weeks. She keeps the people who fit your ideal client, matches them to your client database and marks who you met last year. She sends an invitation to each person from the rep who owns the account.
How this routine works
Works with
HubSpot
Salesforce
Google Drive
LinkedIn
Gmail
Outlook
Slack
- 1
An event is six weeks out
Every Monday Jane reads the attendee lists for events on your calendar in the next six weeks.
- 2
Jane keeps attendees who fit
Jane keeps the attendees who fit your ideal client, matches them to your client database and marks who you met last year.
- 3
Jane sends invitations from your reps
Jane sends each attendee who fits an invitation to meet at the event from the rep who owns the account.
Questions about Event Attendee Outreach
What does the Event Attendee Outreach routine do?
Ahead of each event on your calendar, it cuts the attendee and sponsor lists to the people who fit your ideal client and drafts an invitation to meet for the owning rep to approve.
Where do the lists come from?
From the files you share with Jane, such as a spreadsheet in Google Drive or an email from the organizer. She reads last year's list alongside this year's.
Does Jane send the invitations?
No. Every invitation is drafted for a rep, and nothing is sent until that rep approves it.
