> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Post-event follow-up

> Turn an event lead list into prioritized, personalized follow-ups.

After a conference you have a spreadsheet of badge scans and no time to work it. Upload the list and Hops scores the leads, matches them to the CRM and drafts a follow-up for each.

<Info>
  **How it runs:** Triggered. An automation runs when an event attendee list is uploaded to the Space, and you can also ask Hops directly.
</Info>

## What it does

* **Scores every lead.** Hops compares each attendee against the ICP pinned in the Space and ranks them.
* **Matches to the CRM.** Existing contacts and open opportunities are linked, so reps see who is already in a deal.
* **Removes noise.** Duplicates and existing customers are taken out of the follow-up list.
* **Drafts a short follow-up.** Each of the top leads gets a two-line email that mentions the event.
* **Reminds reps.** The next morning at 9am reps are reminded to review and send their drafts.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/sales-post-event-follow-up.gif?s=4f152386d268b40b1ed7f42a55ac6145" alt="SaaStr leads.csv added to Space context, Hops read the list, scored the leads and matched them to the CRM" width="1440" height="810" data-path="images/use-cases/sales-post-event-follow-up.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Prioritize these event leads and draft follow-ups.
```

```text theme={null}
Which leads from the SaaStr list are already in open opportunities?
```

```text theme={null}
Draft follow-ups for the top 40 leads and mention the booth demo.
```

```text theme={null}
Remove customers and duplicates from this attendee list.
```

```text theme={null}
Split the hot leads by rep territory and tell each rep what to send.
```

Example reply:

> 186 leads processed:
>
> * 24 hot leads matched to open opportunities.
> * Personal follow-ups drafted for the top 40.
> * Duplicates and existing customers removed.

## What you get

* **A post when the list lands**, in the Space chat or Slack, with the hot leads and who owns them.
* **A scored lead Table** in **Tables** of the Space with score, CRM match and owner.
* **Email drafts** in Gmail for the top leads.
* **A reminder** to reps at 9am the next morning to send their drafts.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="HubSpot" icon="hubspot" href="https://app.hops.ai/my-hops/connections">
    Matches leads and logs outreach (or Salesforce).
  </Card>

  <Card title="Gmail" icon="envelope" href="https://app.hops.ai/my-hops/connections">
    Holds the follow-up drafts.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect your CRM (HubSpot or Salesforce) and Gmail in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin your ICP">
    Create a **sales-hq** Space and pin your ICP in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You follow up event leads. Score each lead against the ICP, match to CRM records, remove customers and duplicates, and draft a two-line follow-up that mentions the event.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Trigger it">
    Runs when an attendee list is uploaded. Hops posts the hot leads, saves the scored list in **Tables** and reminds reps at 9am the next day.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Sales](/teams/sales.md)
- [Post-call follow-up](/teams/sales/use-cases/post-call-follow-up.md)
- [Incident postmortems](/teams/product-engineering/use-cases/postmortems.md)
- [Shared follow-ups](/teams/sales/use-cases/shared-follow-ups.md)
- [CRM follow-up](/teams/sales/use-cases/sales-follow-up.md)


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