Event Matchmaker Flow
This pattern starts with an event, not a lead. Your agent finds an upcoming conference, researches the attendees or likely attendees, and orchestrates meetings between your reps and high-value prospects at the event.
Events are the highest-conversion meeting context. Both people are already there. The meeting feels natural, not forced.
The pipeline
Step 1: Find the event
Use search_events to discover conferences, meetups, and trade shows in a target market.
Pick an event that aligns with your product and target buyer.
Step 2: Research likely attendees
If you have a list of target accounts, research each one to see if they’re near the event location.
Step 3: Find your rep
Use people search mode to find a sales rep who can attend the event.
Step 4: Book and invite
Register your rep for the event and send calendar invites for each meeting.
When to use this pattern
- You’re sponsoring or attending a conference and want to maximize meetings
- You have a list of target accounts and want to find event-based overlap
- Your sales team prefers warm, event-based introductions over cold outreach