services/inperson.md

“We don't have a system for in-person GTM.”

We systematize in-person GTM with AI behind it. That covers the plan, the execution, the follow-up and the conversion. We go to the conference with you. We pitch and we listen to buyers and to everyone else's pitches. We record what we hear. That becomes a readout and a checklist. Your agents run the checklist before, during and after every event. Dinners and drinks are part of it.

One event at a time. Usually [a conference plus a week].

From conversations to instructions your agents run

WHO WE TALK TO
RECORDED
THE READOUT
AGENT INSTRUCTIONS
WHAT YOUR AGENTS DO, DIRECTLY
Buyers in the room
conferences, dinners, drinks
Every conversation
a voice note after each
conference-readout.md
what buyers said and what landed
inperson.md
+ how-to-follow-up.md
Preps the next event
ranks targets and writes briefs
Drafts outreach
meetings, dinner and drinks invites
Drafts follow-ups
within 24 hours
the next event starts here

how-it-works.md

Instructions your agents run.

01

Talk

We talk with buyers at the conference and at the dinners and drinks around it. We pitch side by side. We listen to how competitors and neighbors pitch.

02

Record

We record a 60-second voice note after every conversation. It covers who, what they said, which pitch we used and the next step. Each night we debrief on which pitch is winning.

03

Read out

Within a week we write up what came out of the event. What buyers said. Which pitch landed. What others are saying. What to change in your positioning.

04

Write the instructions

We turn the readout into inperson.md and a follow-up skill. We connect them to web search, your calendar, your CRM and your email drafts. Before the next event your agent builds the target list and drafts the meeting requests while you watch.

what-you-keep.md

Instructions your agents run

Each file is a set of instructions. It tells an agent what to read, what to do and what to produce. A person approves anything that goes out. We optimize them for your tech stack. They feed your agents from the day we hand them over. The readout is the working document behind them.

conference-readout.md Working document

What came out of the event. Patterns in what buyers said. Each pitch version and how it landed. Competitors' pitches. Proposed edits to positioning.md.

Tell your agent “What did buyers at SaaStr care about most?” It will Answer from the readout. Count how many conversations raised each point.

How it's loaded
It lives in your gtm/ folder as the source. Its proposed edits go into positioning.md once you approve them.

inperson.md Context and checklist

What your team does in person. Which events. Who's worth meeting. The pitch said out loud. The checklist for before, during and after. It covers conferences, side dinners and drinks.

Tell your agent “Prep us for SaaStr in March.” It will Research the speakers and exhibitors. Rank them against your buyer. Write a brief on each target. Draft meeting requests for your approval.
Tell your agent “Invite our top 20 to a dinner the night before.” It will Draft the invitations in your voice. Keep a list of replies. Draft answers for you to approve.

How it's loaded
It goes into your event agent's project. The agent uses web search to research speakers and exhibitors. It uses your calendar for meetings. It writes invitations as email drafts.

how-to-follow-up.md Skill

One follow-up per contact. It's written from the voice-note transcripts.

Tell your agent “Follow up with everyone from yesterday.” It will Draft an email for each contact. Open with something they said. Ask for one next step. Save them as drafts. Give each offered intro its own ask.

How it's loaded
We install it as an Agent Skill. It reads the voice-note transcripts and the CRM records tagged with the event. It saves every email as a draft.

Where we stop Your agents draft and you approve. They need web search, email, calendar and CRM access. We set that up at the start. A person handles event apps that need a login, venue bookings and the back-and-forth. The checklist covers the logistics.

Your next event starts with one conversation.

Twenty minutes. You'll leave knowing whether you're in a red ocean or a blue one. You'll know what that means for how you sell.

Book a 20-minute call

Book a 20-minute call

Tell us what's in your way. We'll reply to set up a time.