GTM Playbooks
OutboundBeginner

Enrich Event Attendee Lists for Post-Event Follow-Up

The problem

Event badge scans give you name and company, but no job title, email, or tech stack for targeting.

Implementation steps

  1. 1

    Export event attendee list to CSV (name, company)

  2. 2

    Import to Clay and use Apollo enrichment for email and title

  3. 3

    Add Clay waterfall for phone number (Apollo > RocketReach fallback)

  4. 4

    Use Claygent to check if they follow your company on LinkedIn

  5. 5

    Push enriched list to HubSpot and tag with event name

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Clay Table:
- Import: CSV with Name, Company columns
- Apollo enrichment: Find work email and title
- Waterfall: Phone (Apollo > RocketReach)
- Claygent: Check if LinkedIn profile follows your company page
- HubSpot write-back: Create or update contact, add to list "Event: {{event_name}}"

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