Playbooks Event Follow-Up
Marketing

Turn Event Attendees Into Pipeline With Intent Data

Stop sending the same follow-up email to every attendee. Use ClearView to see which attendees visited your site, prioritize by intent, and follow up while their interest is highest.

Plan required:Free·Starter+ for full integrations

The Playbook

Step 1

Add Event Attendee Domains Before the Event

As soon as you have your attendee or registrant list, extract their company domains and upload them to a dedicated Watch List segment in ClearView. Tag the segment with the event name and date. Do this at least 48 hours before the event so ClearView is ready to capture visits from the moment attendees start researching your company pre-event.

Pre-event site visits are gold. An attendee who visits your pricing page before a webinar is far more qualified than someone who just registered to get the recording. By monitoring before the event, you capture this early intent signal that most companies miss entirely.
Step 2

Monitor Site Visits During and After Event

During and in the 72 hours following your event, actively monitor the Watch List segment for hits. You will see which attendees visited your site, which pages they viewed, and how long they engaged. Create a real-time feed in Slack for your sales team so they can see attendee activity as it happens. The highest-intent attendees will visit within 24 hours of the event.

The first 72 hours after an event are when intent is highest. After that, attendees move on to their next priority. Set up a dedicated Slack channel for each major event so the sales team can react in real time rather than waiting for a post-event CSV export that arrives a week later.
Step 3

Prioritize Follow-Up by Lead Score

Rank your attendee follow-up list by ClearView lead score, not by job title or company size alone. An attendee who scored 85 by visiting your pricing page, case studies, and integration docs is a higher priority than a VP who registered but never visited your site. Create three follow-up tiers: immediate outreach for scores above 70, personalized nurture for 40 to 69, and standard drip for everyone else.

Most event follow-up fails because every attendee gets the same generic email blast. ClearView lets you differentiate between attendees who are actively evaluating your product and those who were just curious about the topic. The same effort applied to the right 20% of attendees will produce more pipeline than a blast to 100%.
Step 4

Use Auto-Generated Drafts Referencing the Event

For high-priority attendees, use ClearView's auto-generated outreach drafts as a starting point and customize them to reference the event. Mention the specific session they attended, a key takeaway from the presentation, or a question that was asked during Q&A. This combines the efficiency of auto-generation with the personal touch that makes event follow-up feel genuine rather than automated.

The most effective event follow-up emails reference something specific that happened at the event. If you presented a case study, reference the result. If a question was asked that relates to the prospect's industry, call it out. This takes 60 seconds of customization but dramatically increases reply rates compared to a template that just says thanks for attending.
Step 5

Multi-Channel Follow-Up via Email and LinkedIn

Do not rely on email alone. Use ClearView's Chrome Extension to research high-priority attendees on LinkedIn before reaching out. Send a LinkedIn connection request that references the event, followed by an email with a specific value proposition based on the pages they visited. The multi-channel approach ensures your follow-up gets seen even if the attendee's inbox is flooded with post-event emails from every other vendor.

The Chrome Extension lets you pull up ClearView data while browsing LinkedIn, so you can see exactly which pages the attendee visited alongside their professional profile. This combination of behavioral data and professional context makes your outreach significantly more relevant than competitors who only have a badge scan.
Step 6

Measure Event ROI with ClearView Data

After 30 days, measure the true ROI of the event using ClearView data. Track how many attendee domains appeared on your Watch List, how many received outreach, how many replied, and how many converted to meetings and pipeline. Compare ClearView-identified attendees against those who only filled out your booth form or clicked a follow-up email. This data will transform how you evaluate and invest in future events.

Most event ROI calculations are based on badge scans and business cards collected. ClearView gives you behavioral data that is far more predictive. An event where 15% of attendees visited your pricing page within a week is vastly more valuable than one where you collected 200 business cards but nobody engaged. Use this data to decide which events to sponsor next year.

Expected Results

4x
Higher Reply Rates

Compared to generic post-event email blasts by using intent-based prioritization

50%
Faster Follow-Up

With real-time alerts instead of waiting for post-event attendee list exports

3x
Event Pipeline ROI

By focusing outreach on attendees who demonstrated real buying intent on your site

Pro Tips

For webinars, add registrant domains to ClearView as soon as registration opens, not after the event. Many registrants will visit your site to research you before the webinar even happens. Those pre-event visits are the strongest intent signals you will get.

Create a custom landing page for each event and track it in ClearView. Attendees who visit this page after the event are actively interested. Include a specific resource or offer on the page that is only relevant to event attendees so you can distinguish event-driven traffic from organic traffic.

Send your highest-scoring event leads a personalized video message instead of an email. Tools like Loom make this easy, and a 60-second video that references the event and the pages they visited converts at dramatically higher rates than any written email. Reserve this for your top 10 prospects.

Debrief with your sales team 48 hours after the event while the data is fresh. Walk through the ClearView Watch List hits together, assign follow-up owners, and set 24-hour deadlines for first outreach. The teams that win from events are the ones that execute fastest after the event ends.

Maximize Your Next Event

Upload your attendee list and start capturing intent signals before the event even begins.