Roundtable Attendee Nurture

This drill builds the post-roundtable follow-up system. Roundtable follow-up is fundamentally different from webinar follow-up: attendees had a real conversation, shared their opinions, and heard from peers. The follow-up must reference specific discussion points, not generic content. The personal nature of the event demands personal follow-up.

Prerequisites

• Completed roundtable with Fireflies transcript and attendee engagement data logged in Attio (from roundtable-pipeline drill)
• Discussion summary generated
• Loops account with sequences configured
• Attio workspace with roundtable attendee data
• Cal.com booking links for follow-up meetings

Steps

1. Segment attendees by engagement and intent

Using attio-lists, classify every confirmed invitee into one of three tiers based on data from the roundtable-pipeline drill:

• Tier 1 — High engagement: Spoke multiple times, expressed a pain point related to your product domain, or directly asked about solutions. These are warm leads.
• Tier 2 — Medium engagement: Attended and contributed to the discussion but did not express direct pain or solution interest. These are relationship-building contacts.
• Tier 3 — No-show: Confirmed but did not attend. They expressed interest in the topic but did not follow through.

Using attio-contacts, update each contact's tier tag and engagement notes.

2. Build tier-specific follow-up sequences

Using loops-sequences, create three sequences. Each email must reference the specific roundtable discussion — generic follow-up wastes the intimacy you built.

Tier 1 sequence (3 emails over 7 days):

• Email 1 (within 4 hours of event): Subject: "Great discussing [topic] today." Body: reference a specific point they made during the discussion. Attach the discussion summary. CTA: "I'd love to continue this conversation 1:1 — here are a few times: [Cal.com link]" generated via calcom-booking-links.
• Email 2 (day 3): Share a resource directly relevant to the pain point they expressed. This should NOT be your product — it should be a genuinely useful article, framework, or data point. Add a one-line note: "This reminded me of what you said about [specific thing]."
• Email 3 (day 7): Direct meeting request. Reference the roundtable and their specific situation. Frame it as: "Based on what you shared about [pain], I think there's something specific I can show you that addresses this. 20 minutes — [Cal.com link]."

Tier 2 sequence (2 emails over 10 days):

• Email 1 (within 6 hours): Subject: "Discussion notes from [topic] roundtable." Body: share the discussion summary. Highlight 2-3 insights that were particularly interesting. CTA: "Reply with which point resonated most — I'm curious what you think."
• Email 2 (day 10): Invite to the next roundtable if one is planned. Frame as: "We're doing another session on [next topic] — thought you'd find this one relevant too." Include the registration link.

Tier 3 sequence (2 emails over 5 days):

• Email 1 (within 2 hours of event): Subject: "Missed you at the [topic] roundtable." Body: share 3 key takeaways from the discussion (not the full summary — create FOMO). CTA: "We're planning the next one on [tentative topic/date]. Want me to save you a spot?"
• Email 2 (day 5): Share the full discussion summary. CTA: "We'd love to have you at the next one. Reply 'in' and I'll make sure you get a spot."

3. Build automation triggers in n8n

Using n8n-triggers and n8n-workflow-basics, create workflows that:

• Auto-enroll on event close: When the host marks the roundtable complete in Attio, pull attendee tiers and enroll each person in the appropriate Loops sequence.
• Escalate meeting signals: When a Tier 1 contact replies to any email or books via Cal.com, create a deal in Attio using attio-deals with source "micro-roundtable" and notify the host via Slack or email.
• Track no-show re-engagement: When a Tier 3 contact opens Email 1 or replies to either email, flag them in Attio for priority invite to the next roundtable.

4. Track nurture performance

Using posthog-custom-events, fire events at each step:

• roundtable_nurture_sent with properties: tier, sequence_step, roundtable_slug
• roundtable_nurture_opened with properties: tier, sequence_step, roundtable_slug
• roundtable_nurture_replied with properties: tier, roundtable_slug
• roundtable_nurture_meeting_booked with properties: tier, roundtable_slug, source_email_step

5. Measure nurture effectiveness

After each roundtable's nurture window closes (14 days), calculate:

• Reply rate by tier (target: Tier 1 >40%, Tier 2 >15%, Tier 3 >8%)
• Meetings booked from Tier 1 (target: >30% of Tier 1 attendees book a meeting)
• Discussion summary open rate (target: >60%)
• No-show recovery rate: Tier 3 contacts who engage with follow-up (target: >25%)
• Next-event pre-registration rate: contacts who express interest in the next roundtable (target: >40%)

Compare across roundtables to identify which topics and attendee mixes produce the highest follow-up conversion.