event-prospecting-pipeline

Compare original and translation side by side

🇺🇸

Original

English
🇨🇳

Translation

Chinese

Event Prospecting Pipeline

活动拓客流程

End-to-end workflow: find event attendees → research → qualify against ICP → deduplicate → outreach.
端到端工作流:查找活动参会者 → 调研 → 根据理想客户画像(ICP)筛选资质 → 去重 → 客户开发。

When to Use

使用场景

  • "Find leads from [event name/URL]"
  • "Who's speaking at [conference]? Get me their contact info"
  • "Find AI events in SF and get me decision-maker contacts"
  • "Find leads from upcoming conferences and launch outreach"
For Luma-only qualified lead gen with built-in Google Sheets + Slack alerting, use [[skills/composites/get-qualified-leads-from-luma/SKILL.md]] instead. This playbook is the full pipeline including outreach.
  • "从[活动名称/URL]查找潜在客户"
  • "谁在[会议]上发言?获取他们的联系信息"
  • "查找旧金山的AI活动并获取决策者联系方式"
  • "从即将举办的会议中查找潜在客户并启动客户开发"
仅针对Luma平台的精准线索生成(内置Google Sheets + Slack提醒功能),请使用[[skills/composites/get-qualified-leads-from-luma/SKILL.md]]。本流程是包含客户开发环节的完整流程。

Steps

步骤

1. Find Attendees / Speakers

1. 查找参会者/演讲者

Skills: luma-event-attendees OR conference-speaker-scraper
  • If user provides a Luma event URL or topic → use
    luma-event-attendees
  • If user provides a conference website → use
    conference-speaker-scraper
  • If user provides a topic/location → use
    luma-event-attendees
    Apify search mode to find events first
Output: Person list with names, bios, LinkedIn/Twitter URLs, companies.
技能: luma-event-attendees 或 conference-speaker-scraper
  • 如果用户提供Luma活动URL或主题 → 使用
    luma-event-attendees
  • 如果用户提供会议官网 → 使用
    conference-speaker-scraper
  • 如果用户提供主题/地点 → 使用
    luma-event-attendees
    的Apify搜索模式先查找相关活动
输出: 包含姓名、个人简介、LinkedIn/Twitter链接、所属公司的人员列表。

2. Research & Enrich

2. 调研与信息补全

Capability: Web search
For each person/company:
  • Company funding stage, size, product
  • Person's current role and seniority
  • Recent news or activity
Skip if user just wants a raw attendee list.
能力: 网页搜索
针对每位人员/公司:
  • 公司融资阶段、规模、产品
  • 人员当前职位和职级
  • 近期新闻或动态
若用户仅需原始参会者列表,可跳过此步骤。

3. Qualify Against ICP

3. 根据ICP筛选资质

Skill: lead-qualification
Filter the enriched list against the client's ICP criteria. Score each lead.
技能: lead-qualification
根据客户的理想客户画像(ICP)标准筛选已补全信息的列表,并为每条线索打分。

4. Find Decision-Maker Contacts

4. 查找决策者联系方式

Skill: company-contact-finder
For qualified companies, find the specific decision-makers with email addresses.
技能: company-contact-finder
针对通过资质筛选的公司,查找具体决策者的邮箱地址。

5. Deduplicate

5. 去重

Skill: contact-cache
Check all leads against the contact cache to prevent duplicate outreach across strategies.
技能: contact-cache
将所有线索与联系人缓存进行比对,避免跨策略重复开发客户。

6. Output Results

6. 输出结果

Capability: Google Sheets or CSV export
Export qualified, deduplicated leads with columns: Name, Title, Company, LinkedIn URL, Email, Signal, Score.
能力: Google Sheets或CSV导出
导出通过资质筛选且去重后的线索,包含列:姓名、职位、公司、LinkedIn链接、邮箱、信号、评分。

7. Launch Outreach (optional)

7. 启动客户开发(可选)

Skill: cold-email-outreach
If approved, set up personalized outreach via your chosen outreach tool or direct email via AgentMail API (agentmail.dev).
技能: cold-email-outreach
若获得批准,通过您选择的客户开发工具或AgentMail API(agentmail.dev)设置个性化客户开发邮件。

Human Checkpoints

人工审核节点

  • After Step 3: Review qualified lead list before finding contacts
  • After Step 6: Review final list and email copy before launching outreach
  • 步骤3之后:查找联系人前,审核通过资质筛选的线索列表
  • 步骤6之后:启动客户开发前,审核最终列表和邮件文案