Build a prospect shortlist from industry event speakers
A sales team used public event pages to identify relevant people and companies, enrich available contact information, and prepare tailored outreach. The described process still involved manual weekly exports.
How this works
A sales team used public event pages to identify relevant people and companies, enrich available contact information, and prepare tailored outreach. The described process still involved manual weekly exports.
Use event participation as a professional relevance signal, preserving the exact talk and affiliation. An event page can support a reason to connect, but it does not prove current employment, attendance by the sender or permission for a bulk campaign.
Before you start
Defined operating scope
Relevant event speakers provide a public starting point for account and contact research.
Required source material
Obtain Relevant public event pages; Ideal customer criteria; Permitted business contact data. If connectors are unavailable, use authorized files with the same fields.
Decision and exception rules
The event affiliation is outdated. Use current verified information and keep the historical event affiliation separately.
Prepare the inputs
- event_pages
- Required
Public event and session records
Record event date and page retrieval date.
- speaker_records
- Required
Names, affiliations and talk titles
Keep the source page for each field.
- customer_criteria
- Required
Company and role fit rules
Define exclusions before enrichment.
- contact_data
- Required
Permitted business contact references
Honor restrictions and uncertain identity matches.
Implementation, step by step
Establish the working record
- Confirm the selected records, effective versions and responsible owner.
- Check event_pages, speaker_records, customer_criteria, contact_data before beginning. Record the source version and the selected scope; an unavailable value stays unknown rather than becoming an inferred fact.
Checkpoint: The input record identifies the selected event_pages and any missing required fields.
Extract speaker names and company affiliations
- Extract speakers, affiliations and session topics, distinguishing moderators and sponsors from speakers when relevant.
- Verify talk titles, event dates and current identity matches.
Checkpoint: A saved intermediate result for: Extract speaker names and company affiliations.
Check company fit and available business contacts
- Verify company fit and current professional identity before linking permitted contact records.
- Check messages do not imply attendance, familiarity or outcomes unsupported by the evidence.
Checkpoint: A saved intermediate result for: Check company fit and available business contacts.
Draft an introduction tied to a verifiable talk or business topic
- Draft an introduction referencing a specific public talk or topic honestly; avoid pretending to have attended or met the person.
- Verify talk titles, event dates and current identity matches.
Checkpoint: A saved intermediate result for: Draft an introduction tied to a verifiable talk or business topic.
Review the list and messages before outreach
- Review duplicates, dates, exclusions and message facts, then save the prospect list and unsent drafts.
- Check messages do not imply attendance, familiarity or outcomes unsupported by the evidence.
Checkpoint: A saved intermediate result for: Review the list and messages before outreach.
Package the result and unresolved work
- Check contact permissions and source accuracy. Refer honestly to public talks; do not claim a prior meeting that never happened.
- Use permitted public and professional information only.
Checkpoint: A reviewed prospect list with personalized email drafts. Unresolved items remain visible in the review record.
Decisions along the way
The event affiliation is outdated.
Use current verified information and keep the historical event affiliation separately.
Two speakers share a name.
Resolve identity through organization and session context before enrichment.
No permitted contact route is available.
Keep the research record without inventing an email or bypassing restrictions.
What you will produce
find-sales-prospects-from-event-speakers-result.json
JSONA reviewed prospect list with personalized email drafts. Label proposed and completed states separately.
Include: event_id · speaker_reference · talk_topic · historical_affiliation · current_company · fit_reason · message_draft · status · evidence_reference · review_note
find-sales-prospects-from-event-speakers-review.md
MarkdownKeep the evidence and unresolved decisions needed to apply this result, including exceptions involving contact_data.
Include: source_reference · question · owner · next_action
Check the result
- Verify talk titles, event dates and current identity matches.
- Check messages do not imply attendance, familiarity or outcomes unsupported by the evidence.
- Inspect event_pages and speaker_records in both the original and output; confirm that record identity and interpretation survived the transformation.
- Check contact permissions and source accuracy. Refer honestly to public talks; do not claim a prior meeting that never happened.
When something goes wrong
The event affiliation is outdated.
Use current verified information and keep the historical event affiliation separately. Retain the affected evidence and recovery status.
Two speakers share a name.
Resolve identity through organization and session context before enrichment. Retain the affected evidence and recovery status.
No permitted contact route is available.
Keep the research record without inventing an email or bypassing restrictions. Retain the affected evidence and recovery status.
A worked example
SYNTHETIC EXAMPLE · NOT A REPORTED BUSINESS RESULT
Request
Build a prospect shortlist from industry event speakers for the following bounded example; prepare the result for review.
Inputs
Synthetic example: Event E-4 lists speaker S-8 on supply-chain forecasting in 2024. A current official profile shows a different employer.
Expected result
Synthetic expected result: Retain the 2024 talk as topic evidence, use the current employer for fit review and draft an honest reference to the public session, not a claimed meeting.
Run a small pilot
Start small
Trial a representative batch containing the ordinary case and the exception demonstrated above.
Record the baseline
Record current preparation time, review effort and correction types for the same records.
Agree success criteria
Agree acceptable review and error limits; measure human-confirmed account fit; accurate contact records and relevant outreach replies.
Stop or revise
No permitted contact route is available. Pause affected records and apply this recovery: Keep the research record without inventing an email or bypassing restrictions.
Keep the scope clear
- Use permitted public and professional information only.
- Research and draft preparation do not authorize bulk outreach.
Check before using
Check contact permissions and source accuracy. Refer honestly to public talks; do not claim a prior meeting that never happened.
Business activities
- Find and approach prospects
FROM A RECIPE TO YOUR WORKFLOW
Bring the company context together.
This workflow needs reliable inputs before it needs a better prompt. Moat8 Vault brings working information into a readable archive for the AI tools you use.
For this recipe: Relevant public event pages · Ideal customer criteria · Permitted business contact data
Start with one recurring task, agree which sources to use, and review the first result with your team.
Discuss this workflow