Event playbook

Your event list becomes
follow-ups worth sending.

Research who's coming before the event or upload the booth scans after, and the contacts who fit get plays.

Request a demo

Where event leads go cold

Not at the booth. In the week after it.

3 ways it happens

Hundreds of names at once

A booth list arrives all at once, and nobody knows which people are worth a follow-up.

The follow-up waits

Qualifying the list by hand takes days, and the best conversations cool while it happens.

Everyone gets the same email

The fastest follow-up is a template, so it reads like every other booth's.

Accounts you want to win before any event are Newbiz Gap.

The workflow

Your event list already names the contacts to work

Upload the attendees as a contacts CSV and launch the workflow with the import. There is no contact finding, because the contacts are already on your list. Each needs a LinkedIn URL, or an account name with a first and last name. The fields you map in your CRM fill in as it runs.

What you get at each step Example
  1. 1Contacts import
    Contacts
    Import CSVCreate contacts
    Each row needsContact LinkedIn URL, or Account Name, Domain, First name and Last nameIf you have themEmail, Phone
  2. 2Account Qualification
    Account
    Acme Corpacme.com
    ICP: YesCriteria met
    • Uses Salesforce
    • Multi-entity organization
    • Actively hiring RevOps
    • Headcount 500+
  3. 3Account Research
    Account
    Acme Corpacme.com · Score 85
    Signals found
    • New RevOps leadership hireA VP Revenue Operations started in June
    • CRM consolidation program3 RevOps roles name a platform migration
  1. 4Contact Qualification
    Contact
    Dana WhitfieldVP Revenue Operations at Acme Corp
    IBP: YesMatches the RevOps Leader persona: VP level, owns the revenue systems budget
  2. 5Condition
    1 condition
    Has an email or a phone
    Yes: straight to Play Copywriting
    No: Email/Phone Finder first
  3. 6Email/Phone Finder
    Contact
    Dana WhitfieldVP Revenue Operations at Acme Corp
    Contact details
    • d.whitfield@acme.comSafe to send
    • +1 415 555 0142P1: likely to pick up
  1. 7Play Copywriting
    Play
    Cold call: opening trackGenerated
    For Dana WhitfieldGenerated playOpener: “Dana, I'll be quick. You're hiring three RevOps people while running six entities on Salesforce. Most teams at that point are stitching data by hand.”If pushback: “What's the current process for keeping the regional records in sync?”
  1. 8HubSpotSalesforcePipedriveZohoMicrosoft DynamicsAttioYour CRM
    In your CRMThe fields you map, filled as each step finishes
    AccountAcme CorpICP StatusAccount ScoreResearch answers+ Map any other field
    ContactDana WhitfieldIBP StatusEmailPhonePhone intentCold call: opening track+ Map any other field
The contacts

Only the contacts who fit your personas go further

Each account is qualified and researched, then Contact Qualification checks each contact against your personas. Anyone who does not fit stops there, and hovering the verdict shows the reason.

Email and phone

You look up only the emails and phones you lack

A condition sends contacts with no email or phone to Email/Phone Finder first. Each value it finds shows where it came from and how it was graded.

What reps get

Your reps follow up on every contact who fits

Plays are drafted for each qualified contact from the research and your value proposition. Nothing is sent without your rep.

What your security team will ask

  • Never used to train models

    Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.

  • Your workspace is isolated

    Each workspace is logically isolated, so your data is never accessible to another customer.

  • You control retention

    If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.

SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.

Your material stays yours

Under the MSA, everything you upload and everything the agents produce from it is yours.

SOC 2Audited
ISO 27001Certified
GDPRCompliant

See a booth list become follow-ups

We will walk you through a list upload, the qualification gate and the plays it drafts, on a real workspace.

Request a demo