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event-lead-ingestion

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Use this skill when a teammate pastes a LinkedIn URL or work email for someone they just met at a booth, dinner or conference hallway and wants that lead captured the same way every time. It resolves the person and company, checks relationship history before scoring, writes the CRM record and a structured conversation note, tags the event at both the company and the person level, then either drafts outreach from the person who had the conversation, schedules a reminder for the wait the lead asked for, or stops at memory only. Built for ONE named person from a real conversation, where the notes are the whole advantage; badge-scan exports, attendee lists and registration lists are different plays. Also answers "I just met someone at the booth", "log this conference contact", "remind me to follow up with her after the event".

skills/ariel-cohen/event-lead-ingestion/SKILL.md

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Oct 20, 2026
License
MIT

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Applies when someone on the team pastes a LinkedIn URL or work email from an in-person event conversation and wants the lead captured consistently: CRM, account memory, event tag, then the right next step.

This is not a list-upload play. It handles one named person (or a short named list in one message) from a real conversation. Badge-scan CSVs, dinner or registration lists, and web form submissions belong to your list-based post-event processes.

Preferred input is a LinkedIn URL. A work email is enough. A name plus company is the last resort.

## Template placeholders

Replace every `{{...}}` before enabling. See the setup checklist reference for the full list and the decisions behind each.

- `{{CRM}}`: Your CRM (e.g. HubSpot, Salesforce, Attio)
- `{{CRM_UPDATE_RULES}}`: Your rules for creating and updating companies and contacts in `{{CRM}}` (dedupe, required fields, which fields never get overwritten)
- `{{ACCOUNT_MEMORY}}`: Where durable account notes live (e.g. your agent's account memory, a CRM notes field, a shared doc per account)
- `{{COMPETITOR_LIST}}`: Your competitor watchlist (domains and company names)
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