Conference Networking Prep

Conference Networking Prep

Research conference speakers, sponsors, and attendees, cross-reference against your ICP, and produce a tiered networking playbook with per-person personalization, icebreakers, and follow-up openers.

Instructions

When a user wants to prepare for a conference or event, build a comprehensive networking playbook that identifies the highest-value people to meet and arms the user with personalized talking points for each.

Steps

1. Gather event context from the user. Ask for:

   • Event name and/or URL - needed to research speakers, sponsors, and agenda.
   • ICP criteria - who counts as a high-value contact (target titles, industries, company sizes, departments).
   • Goal - what the user wants to achieve at the event: pipeline generation, meeting prospects, recruiting, partnerships, brand awareness, or a combination.
   • Is the user speaking? - if yes, gather talk title and topic so the playbook can reference it in icebreakers and follow-ups.
   • Meeting capacity - how many meaningful conversations the user can realistically have (e.g., 10-15 meetings over 2 days). This determines how many Tier 1 targets to prioritize.

   If any of these are missing, ask before proceeding.

2. Research the conference by calling WebSearch with the event name to find the official website, speaker list, sponsor list, agenda, and session descriptions. Then call WebFetch on the most promising URLs to extract:

   • Full speaker list with names, titles, companies, and talk titles
   • Sponsor list organized by tier (Platinum, Gold, Silver, etc.)
   • Agenda with session times, topics, and panel compositions
   • Any published attendee list or networking directory

   If the conference website is gated or incomplete, try alternate sources: LinkedIn event pages, conference recap blogs from prior years, press releases announcing speakers, and sponsor announcement posts.

3. Enrich speaker and sponsor companies by calling mcp__claude_ai_Amplemarket__enrich_company for each unique company represented by speakers and sponsors. Extract:

   • Industry and sub-industry
   • Company size (employee count)
   • Company type
   • Headquarters location
   • Description and value proposition

   Compare each company's firmographics against the user's ICP criteria. Flag companies that match on 2+ ICP dimensions as high-priority.

4. Find decision-makers at ICP-matching companies by calling mcp__claude_ai_Amplemarket__search_people for each ICP-matching company with:

   • company_domains: [company domain]
   • person_seniorities: based on user's ICP (e.g., ["VP", "Director", "C-Suite"])
   • person_departments: relevant to the user's product
   • full_output: true
   • page_size: 5

   Then call mcp__claude_ai_Amplemarket__enrich_person for the top 2-3 targets per company (prioritize speakers first, then other senior leaders who may also attend). Set reveal_email to true for contact details. Credit note: Enabling reveal_email and reveal_phone_numbers consumes additional Amplemarket credits per reveal.

5. Research each top target for personalization by calling WebSearch for each Tier 1 and Tier 2 target with queries like:

   • "[Person name] [company] podcast" - recent podcast appearances
   • "[Person name] [company] blog" - published articles or thought leadership
   • "[Person name] [company] news" - recent press mentions, funding announcements, product launches
   • "[Person name] conference talk" - prior speaking appearances or recorded talks

   Extract 1-2 recent, specific data points per person that can fuel icebreakers and follow-up openers.

6. Prioritize targets into tiers based on a scoring framework:

   • Tier 1 (Must-Meet): ICP match + speaking at the event + relevant talk topic. These are the highest-value targets because their talk topic signals active interest in the user's domain, and they are guaranteed to be present. Limit Tier 1 to the user's meeting capacity.
   • Tier 2 (High-Priority): ICP match + sponsor company representative OR ICP match + panelist on a relevant session. Sponsors have booths and are accessible; panelists are semi-public figures at the event.
   • Tier 3 (Opportunistic): ICP match + confirmed attendee or company known to attend. These are targets of opportunity, worth pursuing if the user has bandwidth after covering Tier 1 and Tier 2.

   Within each tier, rank by ICP match strength (more matching dimensions = higher rank).

7. Generate the networking playbook with per-person personalization. For each target, provide:

   Per-Person Card:

   • Name, title, company
   • Priority tier and ICP match reason
   • Talk title and relevance (if speaking)
   • Recent activity or news (from WebSearch)
   • Icebreaker (a natural conversation opener referencing their talk, recent news, or shared context)
   • Follow-up opener (a post-event email or LinkedIn message opener that references the conference interaction)
   • Shared sessions (sessions both the user and the target might attend)
   • Company news (recent company-level developments)

   Playbook Structure:

   • Executive summary: event name, dates, user's goal, total targets identified per tier
   • Tier 1 targets with full per-person cards
   • Tier 2 targets with full per-person cards
   • Tier 3 targets with abbreviated cards (name, title, company, ICP match reason, one-line icebreaker)
   • Day-by-day schedule overlay: which sessions to attend based on where Tier 1 and Tier 2 targets will be
   • General networking tips tailored to the event format (e.g., "Sponsor booths are best visited during the afternoon lull between 2-3pm")

8. Populate dynamic fields for each target in the playbook. Generate the {{confprep_*}} fields described in the Dynamic Fields Generated section below. These fields enable downstream outreach templates to reference conference-specific personalization.

9. Offer to create a lead list with all identified targets. If the user agrees, call mcp__claude_ai_Amplemarket__create_lead_list with:

   • name: descriptive name (e.g., "SaaStr Annual 2026 - Networking Targets - Mar 2026")
   • type: "linkedin" (if LinkedIn URLs are available) or "email"
   • leads: array of lead objects from the research
   • options: ask about enrichment preferences (enrich, validate_email, reveal_phone_numbers)

   Include the tier classification and conference context in the list description so downstream outreach can reference the event.

Important Notes

• Conference websites vary widely in structure. If WebFetch fails on the main speaker page, try alternate URLs: /speakers, /agenda, /schedule, /sponsors, /partners, /exhibitors.
• Start by enriching companies before enriching individual people. Company enrichment determines ICP fit and prevents wasting credits on people at non-ICP companies.
• Icebreakers should feel natural and specific. Reference the person's actual talk title, a real quote from a recent article, or a concrete company milestone. Never generic compliments.
• If the user is also speaking, weave their talk topic into icebreakers: "I'm presenting on [topic] in the afternoon session. Would love to get your perspective given your work on [related area]."
• Respect the user's meeting capacity. If they say 10 meetings, keep Tier 1 at 10 or fewer and present Tier 2 as backup options.

Dynamic Fields Generated

Examples

Example 1: Full Networking Playbook for SaaStr Annual

User prompt: "Prep me for SaaStr Annual 2026. I sell sales engagement software to VP/Director of Sales at mid-market SaaS companies (200-1000 employees). Goal is pipeline generation. I can realistically have 12 meetings over the 3 days."

What the skill does:

1. Asks if the user is speaking (user says no).
2. Calls WebSearch with "SaaStr Annual 2026 speakers sponsors agenda" to find event details.
3. Calls WebFetch on the SaaStr Annual speakers page, sponsors page, and agenda page.
4. Identifies 85 speakers across 40 companies and 30 sponsor companies.
5. Calls mcp__claude_ai_Amplemarket__enrich_company for all 70 unique companies.
6. Filters to 18 ICP-matching companies (mid-market SaaS, 200-1000 employees).
7. Calls mcp__claude_ai_Amplemarket__search_people for each ICP-matching company to find VP/Director of Sales.
8. Calls mcp__claude_ai_Amplemarket__enrich_person for top targets (speakers first).
9. Calls WebSearch for each Tier 1 target to find recent news, podcast appearances, and blog posts.
10. Produces tiered playbook.

Example output:

CONFERENCE NETWORKING PLAYBOOK: SaaStr Annual 2026

Event: SaaStr Annual 2026 | San Francisco, CA | Sep 15-17 Your Goal: Pipeline generation - sales engagement software ICP: VP/Director of Sales at mid-market SaaS (200-1000 employees) Meeting Capacity: 12 meetings over 3 days

Summary: Identified 28 high-value targets across 18 ICP-matching companies. 8 are speakers with relevant talk topics (Tier 1), 11 are at sponsor companies (Tier 2), and 9 are at companies known to attend (Tier 3).

TIER 1: MUST-MEET (8 targets)

1. Rachel Torres - VP of Sales, CloudFlow (cloudflow.io)

2. David Kim - Director of Revenue Operations, MetricStack (metricstack.io)

(6 more Tier 1 targets follow the same format)

TIER 2: HIGH-PRIORITY (11 targets)

3. Sarah Chen - VP of Sales, Amplify Data (amplifydata.com)

(10 more Tier 2 targets follow the same format)

TIER 3: OPPORTUNISTIC (9 targets)

DAY-BY-DAY SCHEDULE

Day 1 (Sep 15):

• 2:00 PM - Main Stage: Rachel Torres talk (Tier 1) - arrive early, introduce yourself after
• 3:30 PM - Visit Amplify Data booth (Tier 2, Sarah Chen)
• 5:00 PM - Networking reception: target Tier 3 contacts

Day 2 (Sep 16):

• 10:30 AM - Track B: David Kim talk (Tier 1) - reference his blog post in conversation
• 12:00 PM - Women in Sales Leadership lunch (Sarah Chen likely attending)
• 2:00 PM - Sponsor hall walk: visit remaining Tier 2 sponsor booths

Day 3 (Sep 17):

• Morning open networking: pursue remaining Tier 1 and Tier 2 contacts
• Closing keynote: good opportunity for Tier 3 casual encounters

Dynamic fields for Rachel Torres:

• {{confprep_person_name}}: Rachel Torres
• {{confprep_person_title}}: VP of Sales
• {{confprep_company}}: CloudFlow
• {{confprep_priority_tier}}: Tier 1 (Must-Meet)
• {{confprep_icp_match_reason}}: SaaS, 420 employees, Series C, US-based, Revenue department
• {{confprep_talk_title}}: Scaling Outbound at the Mid-Market: What Works in 2026
• {{confprep_talk_relevance}}: Directly discusses outbound sales scaling, the core use case for sales engagement software
• {{confprep_recent_activity}}: Guest on "The Revenue Podcast" discussing AI-powered sequencing tools
• {{confprep_icebreaker}}: "Your point on the podcast about AI sequencing replacing manual cadences really resonated. I'd love to hear how that's playing out at CloudFlow since you made the switch."
• {{confprep_followup_opener}}: "Rachel, really enjoyed your SaaStr talk on scaling outbound at the mid-market. Your point about sequence personalization at scale is exactly the problem we're solving at [Company]."
• {{confprep_shared_sessions}}: Day 1 Main Stage (her talk), Day 2 "Sales Tech Stack" roundtable
• {{confprep_company_news}}: Closed $45M Series C in Q1 2026, expanding sales team from 40 to 80 reps

Would you like me to create a lead list with all 28 targets tagged by tier?

Example 2: Niche Industry Conference

User prompt: "I'm attending FinTech Connect in London next month. Who should I meet? We sell compliance automation to Head of Compliance and VP Risk at banks and fintech companies with 500+ employees."

What the skill does:

1. Asks about goal and meeting capacity. User says: "Goal is pipeline. I can do 8 meetings."
2. Calls WebSearch with "FinTech Connect London 2026 speakers sponsors" to find event details.
3. Calls WebFetch on the FinTech Connect speakers page and sponsors page.
4. Identifies 50 speakers and 20 sponsor companies.
5. Calls mcp__claude_ai_Amplemarket__enrich_company for all unique companies, filtering for banks and fintech with 500+ employees.
6. Finds 12 ICP-matching companies.
7. Calls mcp__claude_ai_Amplemarket__search_people with person_titles: ["Head of Compliance", "VP of Risk", "Chief Compliance Officer", "Director of Risk"], company_domains: [each ICP company].
8. Calls mcp__claude_ai_Amplemarket__enrich_person for top targets.
9. Calls WebSearch for each Tier 1 target to find recent regulatory news affecting their company, published thought leadership on compliance topics, and conference speaking history.
10. Produces a playbook focused on compliance and regulatory angles, with icebreakers referencing specific regulations (e.g., "With the new FCA guidelines coming into effect in Q3, I imagine your team is under pressure to automate reporting").

Example output (abbreviated):

CONFERENCE NETWORKING PLAYBOOK: FinTech Connect London 2026

Summary: 19 targets across 12 ICP-matching companies. 5 Tier 1 (speakers on compliance/risk panels), 8 Tier 2 (sponsor companies with compliance leadership), 6 Tier 3 (attendee companies).

Tier 1 highlight:James Whitfield - Head of Compliance, NeoBank UK

• Talk: "Automating Compliance in a Post-FCA World" (Day 1, Panel C)
• Icebreaker: "Your panel topic is exactly what we're hearing from every compliance leader right now. Curious whether NeoBank is further along on automation than most or if you're still in the evaluation phase."
• Company News: NeoBank received a conditional banking license last quarter and is ramping compliance infrastructure

Example 3: User is Also Speaking

User prompt: "Prepare my event playbook for DevTechSummit. I'm giving a talk called 'AI Agents in the Sales Stack' on Day 2. I sell AI-powered sales tools to engineering leaders at tech companies with 100-500 employees. Goal is partnerships and pipeline. 10 meeting slots."

What the skill does:

1. Notes the user is speaking and records talk title and day.
2. Calls WebSearch and WebFetch for DevTechSummit speakers, sponsors, and agenda.
3. Enriches companies, filters against ICP (tech companies, 100-500 employees).
4. For each target, checks if they are attending sessions adjacent to the user's talk on the agenda.
5. Weaves the user's talk into icebreakers and follow-ups:

• Pre-event icebreaker: "I'm presenting on AI agents in the sales stack at DevTechSummit. Given your work on [related topic], would love to get your take before I finalize my examples."
• At-event icebreaker: "Thanks for coming to my session. I noticed you asked about [specific question]. Happy to go deeper on that."
• Follow-up opener: "Great connecting at DevTechSummit. After my talk on AI agents, several people mentioned [related challenge]. Curious if that resonates at [company] too."

6. Splits Tier 1 into two sub-groups: partnership targets (other speakers/companies with complementary products) and pipeline targets (ICP-matching companies with buying intent).
7. Suggests pre-event outreach: "You're speaking. Use that as social proof to book meetings before the event. Here are LinkedIn message templates for each Tier 1 target."

Example output (abbreviated):

CONFERENCE NETWORKING PLAYBOOK: DevTechSummit 2026

Your Talk: "AI Agents in the Sales Stack" - Day 2, 11:00 AM, Track A Goal: Partnerships + Pipeline Meeting Capacity: 10

Summary: 22 targets. 6 Tier 1 (3 partnership, 3 pipeline), 9 Tier 2, 7 Tier 3.

Pre-Event Outreach Templates: Since you are a speaker, leverage this for pre-event meeting requests:

For partnership targets: "Hi [Name], I see we're both speaking at DevTechSummit. I'm presenting on AI agents in the sales stack and noticed your talk on [their topic] covers complementary ground. Would love to grab coffee between sessions to explore potential synergies between [your company] and [their company]."

For pipeline targets: "Hi [Name], I'm speaking at DevTechSummit on Day 2 about AI agents in the sales stack. Given [Company]'s growth in [relevant area], I think you'd find the session relevant. Happy to save you a seat and chat afterward."

Tier 1 highlight (Partnership):Elena Vasquez - CTO, IntegrationHub (integrationhub.dev)

• Talk: "Building an Open Ecosystem for Sales Tools" (Day 1, 3:00 PM)
• Partnership Angle: IntegrationHub provides the API layer many sales tools connect through, making them a natural integration partner
• Icebreaker: "Your talk on open ecosystems is right in our wheelhouse. We've been thinking about how AI agents should plug into the broader sales stack rather than replace it."

Troubleshooting