Transact Media
Currency

Audience curation

Delegate identification & selection

Decide who should be in the room and how each seat is qualified.

Act as an audience curation lead. Define the delegate profile and tiers, the qualifying criteria, sourcing routes to build the list, the selection and approval process, and the seat allocation model. Describe profiles and sources; do not invent named individuals or companies.

Brief

Deliverables from this module

  • Delegate profile and tier definition
  • Qualification scorecard
  • Sourcing and approval workflow

Tool layer

  • LinkedIn Sales Navigator
  • Apollo or Clay enrichment
  • CRM with delegate pipeline stages
  • Form-based screening

Also in Audience & delegates

What this module returns

  1. 01 Delegate tiers and profile
  2. 02 Qualifying criteria
  3. 03 List sourcing routes
  4. 04 Selection and approval process
  5. 05 Seat allocation and waitlist
  6. 06 Recommended tools, next actions and risks

Run it on your own brief, or load an example output first.