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AI agent for chief strategy officers

Event Lead Follow-up Agent

High-value event contacts turned into booked strategic conversations

Sales and outreachCommunicationManagementExecutives and strategy
See how it worksGet access
Event Lead Follow-up Agent: what goes in, what the agent does and what you get

What it does

Senior leaders meet potential partners, customers and targets at events, then the contacts go cold. After each event this agent collects contacts from badge scans, notes and cards, and adds company and role details. A contact already owned by the sales team is passed to that owner. It matches the rest against strategic priorities, such as target markets or partnership themes, and ranks them. It drafts a personal follow-up for top contacts that refers to what was discussed. It tracks replies and meetings booked. If a high priority contact does not reply in two weeks, it drafts a second, different follow-up. The leader approves every message.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueNo 1 STARTS WHEN Event ends 2 USES A TOOL Collect and enrich event contacts 3 DOES Check CRM ownership and rank by strategic fit 4 DOES Draft personal follow-ups for top contacts 5 YOU APPROVE Leader approves messages 6 USES A TOOL Send and track replies and meetings 7 CHECKS THE RESULT Did each high-priority contact reply within twoweeks? If not: draft a second follow-up with a different angle.Back to step 4. 8 RESULT Event follow-up log with meetings booked
Read the steps as a list
  1. Event ends
  2. Collect and enrich event contacts
  3. Check CRM ownership and rank by strategic fit
  4. Draft personal follow-ups for top contacts
  5. Leader approves messagesThe agent waits here for your OK.
  6. Send and track replies and meetings
  7. Did each high-priority contact reply within two weeks?If not: draft a second follow-up with a different angle. Back to step 4.
  8. Event follow-up log with meetings booked

How it decides

It ranks contacts by fit with strategic priorities and seniority, and skips anyone already owned in the CRM.

  • Contacts owned by sales go to the owner
  • Top 20% by fit get personal follow-up
  • Two follow-ups at most

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Strategic priorities used for ranking
  • Number of personal follow-ups
  • Wait before second follow-up
  • Message tone

What keeps you in control

It always asks you first

  • Sending follow-ups

Hard limits

  • Never sends without approval
  • Never adds contacts to marketing lists

It stops when

  • Done: all priority contacts handled
  • Stop: contact asks not to be contacted

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAfter a logistics summit 86 contacts came in. Nine were existing sales accounts and went to their owners. The agent ranked 15 as high fit for the cold-chain theme and drafted notes citing each conversation. Seven replied. Two weeks later the reply check failed for 8, so it drafted a second note with a short case study. Two more meetings were booked.

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