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Event Lead Turbo

Conference leads in CRM and sequences within hours, not weeks

Turn messy event lead lists into something a team can act on the same day: cleaned, scored, deduped, routed, and ready for follow-up.

House RecipeWork5 min

INGREDIENTS

✉️Email💬Slack📄Google Docs

PROMPT

Create a skill called "Event Lead Turbo". Process event lead data in real-time. Accept: badge scan CSV, lead list export, or manual entry. For each lead: enrich with full contact data (title, email, phone, company details), deduplicate against existing CRM records (match on email, then company + name), score engagement level (demo requested = 10, conversation = 7, badge scan = 3, walk-by = 1), route to the appropriate rep based on territory ownership, and prepare or trigger a follow-up workflow matched to engagement tier, depending on what is connected. Flag: existing customers (route to CSM, not SDR), competitors (exclude from sequences), and partners. Summary: total leads processed, by engagement tier, duplication rate, routing distribution. Track downstream: meetings booked, pipeline created, revenue closed from event leads.

How It Works

Upload badge scan data or lead lists and the skill processes them immediately:

enriches with full contact details, deduplicates against your CRM, scores by

engagement level, routes to the right rep, and triggers follow-up sequences.

What You Get

  • Real-time lead processing during events
  • Enrichment: badge scan data → full contact records (title, email, phone, company details)
  • CRM deduplication: match against existing contacts and accounts
  • Engagement scoring: demo requested > conversation > badge scan > booth walk-by
  • Auto-routing to the appropriate rep based on territory/account ownership
  • Personalized follow-up sequence triggered within hours
  • Event ROI tracking: leads → meetings → pipeline → closed revenue

Setup Steps

  1. Upload badge scan data or CSV lead list
  2. Define engagement tiers and scoring criteria
  3. Connect CRM for deduplication and routing
  4. Configure follow-up sequences per engagement tier

Tips

  • Process leads same-day — the 24-48 hour window after an event is when interest peaks
  • Demo requesters get personal follow-up; booth walkers get a nurture sequence
  • Dedup is critical: don't create duplicates for existing customers and prospects
  • Track event-to-pipeline conversion to justify next year's conference budget
Tags:#events#lead-processing#sales#marketing