Engage Your Stage
Built by Santi Leoni & Connor Kaplan

A PulpSense pilot proposal for Engage Your Stage

The speaking opportunities other people miss, ranked for you every Monday.

Intelligence first. A 45–60 day pilot that proves AI can consistently find timely, speaker-specific opportunities: 2 speakers, 3 markets each, 3 buying signals per market, and a personalized message for every opportunity. You send from HubSpot and replies come straight to you. We prove the intelligence before anyone invests in outbound.

First weekly report in week 3 Up to 5 data sources Reports and alerts by email A personalized draft for every opportunity

Prepared for Shelley Kelly by Santi Leoni and Connor Kaplan at PulpSense · October 2026

What we heard

From your call with Santi on October 26, our call on October 28, your email after it, and engageyourstage.com.

Your business

A boutique speaker management and talent agency in Raleigh, started in 2016 when you began representing Justin Skeesuck and Patrick Gray. Keynote fees run $5K–$50K, and you earn a commission on each booking.

What went wrong before

Outbound with Clay and Apollo a few years ago read as automated, and many of the leads couldn't afford a speaker.

Where the money is

Corporate events with real budgets are often private, so they never show up in an event directory or a traditional database.

Prove the intelligence first

Before anyone builds email infrastructure, show that the system finds high-quality, well-timed opportunities for a specific speaker, week after week.

You keep the outreach

You'll reach out yourself and track it in HubSpot, so you learn which signals, markets and messages get engagement. That's what the outbound phase gets built on.

Personal, not automated

What matters most is messaging that's personal to each event and each person. Every opportunity comes with a draft written from its own evidence, and replies come straight to you.

Your five questions

The five things you asked us to bring to this call, and where each one is answered below.

1

Architecture and data sources

Five data sources feed one database. AI qualifies, matches and ranks each opportunity, and you get a report every week.

How it's built
2

Opportunities that aren't in databases

Private corporate events surface through peer speakers' posts, employee posts, company news and last year's patterns.

How we find them
3

Validating the data

Every opportunity links to its source, you grade a sample before the first report, and a scorecard tracks accuracy every week.

How we check it
4

Timeline and investment

Onboarding call, a sample in week 2, the first full report in week 3, then a readout at day 45–60. $4,380 one-time.

Timeline and price
5

Growing it without a rebuild

Speakers, markets, sources and outbound plug into the same foundation.

After the pilot

The pilot: 2 speakers, 3 markets, 3 signals

Six speaker-market combinations, each watched for three buying signals. You choose the two speakers, each with distinct positioning and target audiences, and we set their markets and signals together on the onboarding call. Here's what one speaker could look like.

Example · one speaker from your roster; the markets and signals are a starting point
SpeakerMarketBuying signals we watch for
Lisa GableState CPA societies and finance associations
  1. Upcoming conference with keynotes "to be announced"
  2. A peer speaker in her fee band posts about keynoting a similar event
  3. Call for main-stage proposals is open
Lisa GableWomen's leadership conferences
  1. Last year's event just ended and runs every year
  2. A new theme is announced that fits "changing course"
  3. Committee or program chair posts that they're building the lineup
Lisa GableCompanies going through change (leadership offsites)
  1. News of a new CEO, merger or restructuring
  2. Employees post about an upcoming leadership offsite or retreat
  3. A new Chief People Officer or head of L&D starts

Any two of your six speakers can be in the pilot: Sharlene Provilus, Justin Skeesuck & Patrick Gray, Lisa Gable, Michelle Anne Johnson, Jamie Cohen or Andi-Nichole Myles. The rest can be added after the readout.

How it's built

The six capabilities in your proposal, plus a budget check and your own outreach. Budget is checked before anything reaches you.

1 · DiscoverOpportunitiesHistorical events, upcoming conferences, corporate programs, speaker announcements and other market activity, from the five sources below.
2 · MonitorBuying signalsHistorical booking patterns and social media activity that suggest an organization is about to choose a speaker.
3 · QualifyBudget checkKept only with evidence they can pay $5K–$50K: peer speakers in your fee band, association revenue from 990 filings, company size.
4 · IdentifyDecision-makersThe people involved in speaker selection, found through LinkedIn engagement and other public sources, with a verified email and a HubSpot check.
5 · MatchYour speakersScored against each speaker's expertise, positioning, target audiences and ideal engagement profile, with the reason written out.
6 · PrioritizeRankBy relevance, timing and likelihood of becoming a qualified engagement.
7 · DeliverWeekly intelligence reportThe prioritized list with evidence, source links, decision-makers, a recommended approach and a personalized draft. The full list goes in a Google Sheet.
8 · YouOutreach from HubSpotYou edit the draft, send it yourself, and replies come straight to you. What you mark in HubSpot flows back into the ranking.

Steps where you or your team are involved

The five data sources

1

LinkedIn

Finds

Peer speakers announcing bookings, employees and organizers posting about upcoming events, and who engages with those posts.

Through

RapidAPI's LinkedIn data APIs, public data only. Nobody's LinkedIn account is used or put at risk.

2

Event and association sites

Finds

Conference pages with keynotes not yet named, calls for speakers, theme announcements, past years' lineups.

Through

Google search through Serper, then the page itself.

3

News and press

Finds

Sales kickoffs, offsites, mergers, new CEOs and new people leaders: the changes that come before a booking.

Through

Google News through Serper.

4

IRS 990 filings

Finds

Revenue and spending for associations and nonprofits, which tells us whether they can afford your speakers.

Through

ProPublica's Nonprofit Explorer, free.

5

Contact data

Finds

Decision-makers' names, current titles and verified emails, plus company size.

Through

Apollo.

Your HubSpot isn't one of the five. We read it to flag anyone you already know, and to learn from what you mark as replied, met or booked. The pilot is capped at five sources so it stays focused and the costs stay low. Others, like Instagram or event platforms, can be added after the readout.

What runs it, in your accounts

Supabase

The database: speakers, markets, signals, opportunities, decision-makers and your grades.

Trigger.dev

Runs every job on a schedule, retries failures and picks up anything that got stuck.

Claude

Reads each signal, checks budget evidence, matches speakers, ranks, and writes the personalized draft.

RapidAPI

One account for the LinkedIn data and some of the other data calls.

Email and Google Sheets

The Monday report and alerts arrive by email, and the full list lives in a Sheet in your Drive.

Finding opportunities that aren't in any database

Internal corporate events don't get listed anywhere, but the people around them talk about them in public. These are the five places they show up.

1

Peer speakers' posts

Speakers post "thank you to the team at ___ for having me at their leadership offsite." That exposes a private event, its budget band and its timing, and most of these events come back every year.

2

Employees and organizers

People post about getting ready for kickoff, the offsite agenda, or the conference they're building. Those posts name the event before any directory does.

3

Who engaged

The people who comment on those posts are often the ones choosing speakers. Their titles tell us who to name in the report.

4

Company news

A new CEO, a merger, a record year or a return to in-person events usually comes before a kickoff or offsite that needs a speaker on change and teamwork.

5

Booking patterns

An event that hired a speaker like yours last year will likely hire again around the same time. We track past lineups and flag the window before they decide.

Sample signals

Sample data · events, people and numbers are made up; the speakers are yours
DW
Dana Whitfield · LinkedIn postKeynote speaker · 2 days ago

"What a room. Thank you to the Northwind Credit Union Association for having me open this year's Leadership Summit. 600 leaders talking honestly about change fatigue."

We pull: Northwind CUAAnnual summit, March600 execsPeer speaker in $10–20K band
SS
Summit State Society of CPAs · Event pageAssociation website · updated this week

"2027 Annual Conference, June 9–11. Keynote speakers will be announced in February. 1,200 members expected."

We pull: Keynotes not yet booked1,200 attendees$1.1M conference revenue (990)
KM
Kestrel Medical · NewsPress release · 5 days ago

"Kestrel Medical will bring its full sales team of 800 together in Scottsdale this January for its first in-person kickoff in three years."

We pull: Sales kickoff, January800 sales staff5,000+ employeesBook by December
AR
Angela Reyes · LinkedIn commentChief Nursing Officer, Lakeview Health · 1 week ago

"This is exactly what our nurse leaders need to hear before our spring retreat. Caring for the caregiver has to be the theme this year."

We pull: Nurse leadership retreat, springTheme: caring for the caregiver9,000 employeesDecision-maker engaged

Decision-makers we look for, and what we skip

The titles we search for at each kind of event, and what's filtered out before it reaches your report.

Titles we search for

Associations

  • Executive Director / CEO
  • Director of Education or Professional Development
  • Director of Meetings and Events / Conference Manager
  • Program or Education Committee Chair

Companies

  • VP or Director of Events
  • Head of Sales Enablement (sales kickoffs)
  • Director of Internal Communications
  • Chief of Staff (leadership offsites)

HR

  • Chief People Officer / CHRO / VP of HR
  • VP or Director of Learning and Development
  • Head of Talent Development
  • Employee experience and wellbeing leads

Event agencies and bureaus

  • Meeting planners and event producers who book speakers for their clients
  • Bureau account executives and talent directors

How we validate it

The pilot exists to answer one question: can the intelligence be trusted? These checks answer it with numbers, not impressions.

1

Every claim has a link

Each opportunity shows the source it came from and quotes the evidence. If there's no link, it doesn't go in the report.

2

Budget evidence, shown

A peer speaker in your fee band, 990 revenue or company size, written next to every opportunity. Events that fail stay in the sheet with the reason, so you can check our calls.

3

Decision-makers confirmed

Current title checked on LinkedIn, email verified, and anyone already in your HubSpot flagged. You send from engageyourstage.com, so unverifiable addresses are marked and kept out of the top of the list.

4

You grade a sample first

In week 2 you grade 25 opportunities in the sheet: good, maybe or no. We tune the signals and ranking from your grades before the first full report.

5

A weekly scorecard

Each report ends with the numbers: how many you rated good, how many decision-makers were right, how many dates were confirmed.

6

Outcomes feed back

What you mark in HubSpot (replied, call, booked) is read back each week, along with the messages you sent, so the ranking learns which signals, markets and messages actually generate engagement.

Targets we propose for the pilot

100%of opportunities link to their source
7 of 10top-ranked opportunities you rate "good" by week 5
Under 3%of decision-maker emails bounce when you send
Up to 10ranked opportunities per speaker each week. We don't pad the list.

These are targets, not guarantees. The scorecard tracks them every week from the first report.

Your weekly intelligence report

Every Monday: the strongest opportunities for each speaker, ranked, with supporting evidence, source links, decision-maker information, a recommended outreach approach and a personalized draft in your voice. The full list sits in a Google Sheet.

Sample data · events, people and numbers are made up; the speakers are yours
Inbox · Monday 8:00 AM

Your weekly intelligence report · week of November 16

From EYS Opportunity Intelligence · to Shelley Kelly
This week: 31 new opportunities found, 19 passed the budget check, 2 flagged hot. Top 2 per speaker shown here; all 19 are in the sheet.
Lisa Gable
1

Northwind Credit Union Association · Leadership Summit Hot

March 2027 · 600 credit union executives · runs every year

Why now
A peer speaker posted 2 days ago about opening this year's summit on change fatigue. Next year's lineup starts now.
Budget evidence
Peer speaker in the $10–20K band · $4.2M revenue (990)
Speaker fit
92 · Turnaround and changing course is the natural next step after change fatigue
Decision-maker
Jordan Price, Director of Education · email verified · in HubSpot: booked Jamie Cohen in 2023
Approach
Past relationship, then an availability check for the 2027 date
Personalized draftHi Jordan, it was good to see Dana Whitfield open the Leadership Summit on change fatigue, and thank you again for having Jamie Cohen in 2023.

If you're starting on the 2027 lineup, Lisa Gable would be a natural next step for that room. She's a former U.S. Ambassador and CEO, and her talk on changing course picks up where change fatigue leaves off.

Want me to check her availability for your 2027 date?
LinkedIn post990 filingJordan on LinkedIn
2

Summit State Society of CPAs · 2027 Annual Conference

June 9–11, 2027 · 1,200 members · keynotes announced in February

Why now
Keynotes aren't booked yet. The page says they'll be announced in February.
Budget evidence
$1.1M conference revenue (990)
Speaker fit
78 · Finance leaders, turnaround stories
Decision-maker
Chris Lowell, Conference Manager · email verified · new to you
Approach
Ask how they choose keynote speakers before pitching
Personalized draftHi Chris, a quick question about the 2027 Annual Conference: how does your team choose its keynote speakers? A committee, a member survey, or a bureau?

I ask because I represent Lisa Gable, a former U.S. Ambassador and CEO who wrote Turnaround, and her talk lands well with finance leaders. I'd rather fit your process than guess at it.
Event page990 filingChris on LinkedIn
Justin Skeesuck & Patrick Gray
1

Kestrel Medical · Sales Kickoff Hot

January 2027 · Scottsdale · 800 sales staff · first in-person kickoff in three years

Why now
Announced in a press release 5 days ago. Kickoff keynotes usually lock by December.
Budget evidence
5,000+ employees
Speaker fit
90 · Teamwork and servant leadership for a sales team coming back together
Decision-maker
Priya Shah, VP Sales Enablement · email verified · 2 more people on the event team in the sheet
Approach
Kickoff season: ask whether the keynote is locked
Personalized draftHi Priya, congratulations on bringing the whole sales team back together in Scottsdale. After three years apart, that first kickoff carries a lot.

Justin Skeesuck and Patrick Gray crossed 500 miles of the Camino de Santiago together, Patrick pushing Justin's wheelchair, and their talk is about the people you can't do it without. Is the January keynote locked yet?
Press releasePriya on LinkedIn
2

Lakeview Health · Nurse Leadership Retreat

Spring 2027 · about 300 nurse leaders · theme: caring for the caregiver

Why now
The Chief Nursing Officer commented last week that this year's retreat theme is caring for the caregiver.
Budget evidence
9,000 employees
Speaker fit
86 · A story about carrying each other, for people who carry others
Decision-maker
Angela Reyes, Chief Nursing Officer · email verified · new to you
Approach
Theme match: open with her own words about the retreat
Personalized draftHi Angela, your comment about caring for the caregiver stayed with me. It's the heart of what Justin Skeesuck and Patrick Gray speak about: Patrick pushed Justin's wheelchair 500 miles, and their talk is about letting others carry you too.

If your spring retreat still has an open keynote, would a short clip of them be useful?
Her LinkedIn commentAngela on LinkedIn
Scorecard: you rated 8 of last week's top 10 good · 1 of 40 emails bounced (2.5%) · 15 of 19 dates confirmed.

The full list in Google Sheets

Engage Your Stage · Opportunities
File  Edit  View  Insert  Format  Data  Tools  Extensions  Help
Share
H2fxGood
ABCDEFGH
1RankOpportunitySpeaker · fitSignalBudget evidenceDecision-makerApproachYour grade
21Northwind CUA SummitLisa Gable · 92Peer speaker postPeer speaker $10–20KJordan PricePast relationshipGood
31Kestrel Medical SKOJustin & Patrick · 90Press release5,000+ employeesPriya ShahKickoff seasonGood
42Lakeview Nurse RetreatJustin & Patrick · 86Decision-maker comment9,000 employeesAngela ReyesTheme matchMaybe
52Summit State CPAsLisa Gable · 78Keynotes TBA$1.1M revenue (990)Chris LowellSelection processGood
63Halvorsen Leadership OffsiteLisa Gable · 84New CEO2,000+ employeesMarcus BellTheme match
7-Riverside YP Meetup-Event listingFree event--Skipped: no budget
This weekAll opportunitiesDecision-makersSkippedScorecard

Your data, in Claude or ChatGPT

Everything the system finds is yours to work with. On the onboarding call we connect the opportunity database to your Claude or ChatGPT account, read-only, so you can ask about it and write from it in plain English.

Ask about it

"Which HR conferences in the first quarter fit Jamie Cohen, and who decides on speakers?"

Write from it

"Rewrite the draft to Priya Shah in two sentences and mention that Justin and Patrick have spoken at Thermo Fisher."

Learn from it

"Which messages and signals got replies this month, and which markets should we drop?"

No automated responses: replies to your outreach come straight to you, and you decide what goes out. Claude connects to the database on its paid plans. ChatGPT's custom connectors depend on your plan, so we'll check yours on the call. The Google Sheet can always be exported and uploaded to either.

Recommended outreach approaches

Every opportunity comes with one, picked from the signal behind it, and a personalized draft built on it. You edit and send it yourself, so it never reads as automated.

Lead approach 1

Just ended: is it coming back?

When
An event ended 3 to 14 days ago and has run before.
Why it works
Planners start next year's lineup right after the last one ends, before most bureaus call.
Offer
An availability check for next year's date.
Lead approach 2

How do you choose your speakers?

When
A qualified event hasn't named its speakers yet.
Why it works
It asks about their process instead of pitching. The answer (committee, member survey, bureau or RFP) tells you how to win the booking.
Offer
A shortlist of 3 speakers for their theme and budget.

More approaches, used when the signal fits

Peer speaker

A speaker like yours posted about keynoting their event. Open with the post, suggest the speaker who fits the same room.

Proposal deadline

A call for main-stage proposals is open. Offer to send the speaker's proposal before it closes.

Theme match

The event announced a theme, like resilience or belonging. Offer the speaker whose talk was built for it.

Kickoff season

Sales kickoffs run in January and February and book in the fall. Ask whether the kickoff keynote is locked.

Past relationship

HubSpot shows they booked one of your speakers before. Lead with that, and share who's new on the roster.

New leader

A new CEO or people leader just started. Offer a speaker for their first big all-hands or offsite.

Notifications, all by email

No new apps to check, and no automated responses. The report, the urgent ones and anything that breaks come by email, and replies to your outreach come straight to you.

What happensWhat the system doesWho gets the emailWhen
The week's ranked opportunities are readySends the report and updates the sheetYouMondays, 8:00 AM ET
A hot opportunity: fit 90+, or a decision deadline within 21 daysSends it on its own so it doesn't wait for MondayYouSame day
Your grades and HubSpot outcomes are inUpdates the scorecard and the rankingYou, inside the Monday reportWeekly
A data source returns nothingSkips it and tries again in 3 hoursPulpSense, if it's still empty the next dayNext day
A job fails after 3 retriesLogs it, skips that item, keeps the rest runningPulpSenseRight away
A source changes its page layout and finds drop sharplyFlags it for us to fixPulpSenseRight away

A hot opportunity email

Short, one opportunity, everything you need to act on it today, with the link back to the sheet.

9:41Mail
EY
EYS Opportunity Intelligenceto Shelley Kelly

Hot: Kestrel Medical kickoff, likely booked by December

Wed, 11:02 AM

Justin & Patrick · fit 90

Kestrel Medical is bringing 800 sales staff to Scottsdale in January for its first in-person kickoff in three years. Kickoff keynotes usually lock by December.

Decision-maker: Priya Shah, VP Sales Enablement (email verified, new to you).

Approach: ask whether the kickoff keynote is locked.

Press release · Priya on LinkedIn · Open in sheet

What fixes itself

Retries

A failed step retries 3 times before anyone hears about it.

Stuck jobs

Anything stuck is picked back up every hour.

Empty sources

A source that returns nothing is skipped and tried again later, and the rest keep running.

Duplicates

The same event found in two places is merged into one opportunity, with both sources kept.

Timeline: 45 to 60 days

Dates assume the onboarding call on Monday, November 2.

  1. Day 1Nov 2

    Onboarding call

    We get set up with all of the tooling together and create your accounts, in your name: Supabase, Trigger.dev, Claude, RapidAPI, Apollo, Serper and the report email. We connect HubSpot and your Claude or ChatGPT, set up the Google Sheet in your Drive, and pick the 2 speakers, 3 markets each and 3 signals per market.

  2. Week 1Nov 2 – 6

    Build

    Speaker profiles, signal definitions and budget rules, plus your writing voice for the drafts, taken from emails you've sent. The five sources connected and the first collection run.

  3. Week 2Nov 9 – 13

    Sample and grading

    25 opportunities with drafts in the sheet. You grade them good, maybe or no, and we tune the signals, ranking and drafts from your grades.

  4. Week 3Mon Nov 16

    First full report: delivery

    The first weekly intelligence report from your accounts. Training on reading the report, grading opportunities, and adding a speaker or a market.

  5. Weeks 4–8Nov 23 – Dec 28

    Weekly reports

    A ranked report every Monday. Your grades and HubSpot outcomes sharpen the ranking each week, and the scorecard shows whether it's working.

    Up to 10 opportunities per speaker per week
  6. ReadoutDec 17 or early Jan

    Readout

    Day 45, or day 60 if you want the full run. Which messages, signals and markets generated engagement, what the scorecard shows, and what we'd build next. Those findings shape the personalized outbound system in the next phase. This is where your consulting hour goes, unless you'd rather use it earlier.

What it takes to pay for itself

At a $15,000 average fee and 25% commission, about 1.2 bookings cover the pilot and two months of running costs. Change any number to yours.

Opportunities
Your outreach
Money

Over the pilot

  • Opportunities delivered-
  • Opportunities you reach out to-
  • Positive replies-
  • Calls-
  • Speakers booked-
  • Commission per booking-
  • Commission from the pilot-
  • Pilot cost (fee + running)-
  • Bookings to cover the pilot-

The reply and booking rates are placeholders for your own outreach; set them to what you see in HubSpot. Calls late in the pilot often book after it ends, and recurring events keep paying after the first booking.

Investment

One price for the pilot build, setup, reports and training, paid in two parts.

Opportunity intelligence pilot

$4,380 one-time
80% upfront · $3,50420% on delivery · $876

Delivery is the first full weekly intelligence report from your accounts, in week 3.

  • The pilot build: collection from up to 5 data sources, the budget check, speaker matching, decision-maker identification and ranking
  • Onboarding call: we get set up with all of the tooling together and create your accounts, in your name
  • 2 speakers, 3 markets each and 3 buying signals per market: six speaker-market combinations, set up with you
  • A weekly intelligence report every Monday by email: the prioritized list with evidence, source links, decision-makers and recommended approaches, a personalized draft for every opportunity, and the full list in a Google Sheet, through the pilot
  • Your opportunity data connected to your Claude or ChatGPT
  • Hot-opportunity alerts by email
  • Tuning of the signals, ranking and drafts from your grades on the week 2 sample, before the first full report
  • Training on reading the report, grading, and adding a speaker or market
  • 1 hour of follow-up consulting, to use during the pilot or at the readout

Optional

$225 per hour

Consulting once the included hour is used: new speakers, new markets, or tuning what's working.

Not in the pilot

  • Automated outbound: sending domains, inboxes and sequences
  • Automated responses: every reply comes straight to you
  • More than 5 data sources
  • Slack notifications (everything comes by email)
  • More than 2 speakers

Running costs

Paid directly to each tool, in your name, from the accounts we create together on the onboarding call. Estimates at pilot volume.

ToolWhat it doesPer month
Supabase (Pro)The database behind everything$25
Trigger.devRuns the jobs on a schedule and retries failures$10
ClaudeReads signals, checks budget, matches speakers, ranks and writes the personalized drafts~$20–45
RapidAPILinkedIn data (public posts, engagement and profiles) and other data calls~$20–40
Apollo (Basic)Decision-makers' titles and verified emails~$49–59
ResendSends the Monday report and alerts (free up to 3,000 emails a month)$0
ProPublica Nonprofit Explorer990 filings for budget evidence$0
Google SheetsThe full list, in your Drive$0
Total~$125–180

Plus Serper for Google and Google News search: a $50 pack of 50,000 searches, which covers the pilot (credits last 6 months). RapidAPI prices depend on the provider we pick.

After the pilot: growing it without a rebuild

Everything is stored per speaker, market and signal, so growth means adding rows and settings, not starting over.

1

More speakers

A new speaker is a new profile: topics, fee band, audiences and past clients. Matching picks them up on the next run.

2

More markets and signals

A new market is a new set of searches and signals. The scorecard shows which ones are worth keeping.

3

More sources

Instagram, event platforms or anything else becomes one more collector feeding the same database.

4

Automated outbound

Sending domains, warmed inboxes, sequences and a reply assistant plug into the same opportunities and decision-makers, using the signals and messages the pilot proved. Quoted after the readout.

5

Your growth clients

Your Speaker Business Growth service lists lead generation. The same system can run for those speakers too.

What we need from you

To start on November 2.