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Agentic AI + Clay for Conference Prospecting

September 28, 2025

The problem

  • Conferences = huge pipeline opportunities.
  • Attendee lists are messy PDFs or CSVs.
  • Manual research takes weeks.

Step 1: Import the List

  • Pull attendee list (PDF or CSV).
  • Upload into Clay.
  • Parse into clean rows: name, company, title, location.

Step 2: Enrich the Data

  • Run Clay waterfall:
    • LinkedIn profile URN.
    • Company firmographics.
    • Emails + direct dials.
    • Tech stack + funding.
  • Output = full ICP profile per attendee.

Step 3: Segment the List

  • Split into tiers:
    • Tier 1: Exact ICP buyers.
    • Tier 2: Influencers/partners.
    • Tier 3: Non-ICP (log only).
  • SDRs focus on Tier 1 + 2.

Step 4: Pre-Event Booth Invites

  • Use AI to draft 1-liners:
    • “Saw you’re attending [Conference]. Swing by booth #42.”
    • Keep <40 words.
  • Sequence 2 touches: email + LinkedIn DM.

Step 5: Onsite Plays

  • Export Tier 1 into mobile-friendly Clay view.
  • Add notes field for live interactions.
  • SDRs can mark “met in person” → sync to Salesforce.

Step 6: Post-Event Follow-Up

  • Prompt Claygent: “Draft a 2-sentence follow-up referencing [conference name] and tie back to [product value].”
  • Send within 48 hours.
  • Multi-channel: email + LinkedIn + call.

Step 7: Multi-Language Personalization (Bonus)

  • Translate copy for global conferences.
  • Prompt Claygent: “Translate into German/French/Spanish, keep tone professional.”
  • Personalization feels local, even if SDR isn’t fluent.

Why this matters

  • Attendee lists become outbound gold.
  • No wasted time on manual research.
  • Outreach is contextual, timely, and multilingual.

Pro tips

  • Filter out competitors early.
  • Add sponsor logos → trigger more opens.
  • Run ROI report: pipeline generated vs cost of conference.

Outcome

  • Clean attendee data in hours, not weeks.
  • SDRs hit prospects before, during, and after the event.
  • Clay + Agentic AI makes conferences predictable pipeline engines.

Let’s Sync

Ready to peek behind the curtain and see how Clay workflows are built?