Beginner
UserGems Team

Use AI Messaging for Event Nurture

Invite event attendees to meet with your team at upcoming events by personalizing email outreach.

Key Signals
AI Outbound Agent
 
 

Playbook Overview

 

When should you run this playbook?

  • Use Gem-E to reach out to potential attendees before an event with personalized messaging.
  • Identify and prioritize outreach to potential attendees at companies whose teams are going to events you will be at.

 

Who to target?

 

Playbook goal?

 

Responsible teams?

  • Marketing
  • Sales Development Representatives (SDRs)

Step 1: Identify & Enrich Event Attendees

How to do it:

  1. Sync attendee list of either accounts or contacts → Ensure all event attendees are in your CRM, tagged for the event.
  2. Use Gem-E to enrich prospects and accounts → Let Gem-E surface high-fit contacts based on CRM data, past interactions, and intent signals.

Step 2: Personalize Outreach with Gem-E
How to do it:

  1. Generate AI-powered messages → Use Gem-E to draft personalized emails using signals Gem-E identifies.
  2. Set up outreach sequence:
    • Email 1: Friendly invite for a meeting at the event including the personalization from Gem-E.
    • Email 2: Value-driven follow-up (e.g., why they should meet with your team)
    • Optional* LinkedIn DM: Casual outreach before the event
    • Optional* Call: SDRs reach out to key prospects

Example of standard pre-event message with AI personalization

Step 3: Create Workflow

How to do it:

  1. Schedule Gem-E to send automated messages
  2. Generate Gem-E custom message
  3. Send to Outreach (or other SEP) 
Example workflow set up in UserGems Workflow Builder
Example of how AI messages look in SEP

Set Up This Playbook in UserGems:

  1. Create an Audience of "Event Attendees"
  2. Narrow to ICP / Target Accounts
  3. Create a workflow to activate Gem-E
  4. Add to Sales Engagement Platform
  5. Save

Expected Outcomes

✅ Higher pre-event engagement and meeting bookings
✅ More meaningful conversations during the event
✅ Increased pipeline from event-driven outreach

 

About the Author

 
UserGems Team

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