Outbound Catalyst
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The Event Playbook

For B2B teams that attend events, or know their ICP will be there, and want meetings booked before the doors open. It shows how to scrape the event, enrich and filter the companies against your ICP, classify them with AI and find the right contacts.

Events6 steps
  1. 01

    Write the event brief first

    • Confirm if you are attending or only targeting people who are
    • Pick your segments: exhibitors, speakers, attendees, or all three
    • Note the event date, the event link and whether you have access to the event app
    • Write down your ICP: regions, industries in and out, headcount range, relevant roles and tools in use
  2. 02

    Scrape the event lists

    • Run Instant Data Scraper or the Clay scraper on the event website
    • Pull exhibitor, speaker and attendee pages, depending on what is public
    • If you have the event app, scrape it the same way
    • Accept a rough list at this stage, cleaning comes next
  3. 03

    Enrich every company in Clay

    • Upload the scraped list into Clay
    • Add domain, LinkedIn URL, HQ country, employee count and industry
    • Check your CRM (for example HubSpot) to flag companies already in it
  4. 04

    Filter on hard ICP criteria

    • Filter on country
    • Remove irrelevant industries
    • Drop companies with an empty LinkedIn URL
    • Filter on employee count
  5. 05

    Classify companies with an AI prompt

    • Write a prompt in Claude that takes company name, website and LinkedIn URL
    • List the indicators and key terms that prove a company fits your ICP
    • Ask for a YES or NO answer plus the evidence behind it
    • Default to NO when there is not enough information
    • Iterate on the prompt at least once or twice, then filter on the result
  6. 06

    Find the right contacts

    • Search for relevant people inside the qualified companies with an AI agent and Apollo
    • Expect many attendees to be sales or business development, often not your ICP
    • Use them anyway as a warm angle to open a conversation with the account

Tools mentioned

  • Instant Data Scraper
  • Clay
  • HubSpot
  • Claude
  • Apollo
Next playbookLocal Business Prospecting

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