A PulpSense pilot proposal for Engage Your Stage
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.
From your call with Santi on October 26, our call on October 28, your email after it, and engageyourstage.com.
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.
Outbound with Clay and Apollo a few years ago read as automated, and many of the leads couldn't afford a speaker.
Corporate events with real budgets are often private, so they never show up in an event directory or a traditional database.
Before anyone builds email infrastructure, show that the system finds high-quality, well-timed opportunities for a specific speaker, week after week.
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.
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.
The five things you asked us to bring to this call, and where each one is answered below.
Five data sources feed one database. AI qualifies, matches and ranks each opportunity, and you get a report every week.
How it's builtPrivate corporate events surface through peer speakers' posts, employee posts, company news and last year's patterns.
How we find themEvery opportunity links to its source, you grade a sample before the first report, and a scorecard tracks accuracy every week.
How we check itOnboarding 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 priceSpeakers, markets, sources and outbound plug into the same foundation.
After the pilotSix 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| Speaker | Market | Buying signals we watch for |
|---|---|---|
| Lisa Gable | State CPA societies and finance associations |
|
| Lisa Gable | Women's leadership conferences |
|
| Lisa Gable | Companies going through change (leadership offsites) |
|
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.
The six capabilities in your proposal, plus a budget check and your own outreach. Budget is checked before anything reaches you.
Steps where you or your team are involved
Peer speakers announcing bookings, employees and organizers posting about upcoming events, and who engages with those posts.
RapidAPI's LinkedIn data APIs, public data only. Nobody's LinkedIn account is used or put at risk.
Conference pages with keynotes not yet named, calls for speakers, theme announcements, past years' lineups.
Google search through Serper, then the page itself.
Sales kickoffs, offsites, mergers, new CEOs and new people leaders: the changes that come before a booking.
Google News through Serper.
Revenue and spending for associations and nonprofits, which tells us whether they can afford your speakers.
ProPublica's Nonprofit Explorer, free.
Decision-makers' names, current titles and verified emails, plus company size.
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.
The database: speakers, markets, signals, opportunities, decision-makers and your grades.
Runs every job on a schedule, retries failures and picks up anything that got stuck.
Reads each signal, checks budget evidence, matches speakers, ranks, and writes the personalized draft.
One account for the LinkedIn data and some of the other data calls.
The Monday report and alerts arrive by email, and the full list lives in a Sheet in your Drive.
The titles we search for at each kind of event, and what's filtered out before it reaches your report.
The pilot exists to answer one question: can the intelligence be trusted? These checks answer it with numbers, not impressions.
Each opportunity shows the source it came from and quotes the evidence. If there's no link, it doesn't go in the report.
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.
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.
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.
Each report ends with the numbers: how many you rated good, how many decision-makers were right, how many dates were confirmed.
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.
These are targets, not guarantees. The scorecard tracks them every week from the first 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 yoursYour weekly intelligence report · week of November 16
From EYS Opportunity Intelligence · to Shelley KellyMarch 2027 · 600 credit union executives · runs every year
June 9–11, 2027 · 1,200 members · keynotes announced in February
January 2027 · Scottsdale · 800 sales staff · first in-person kickoff in three years
Spring 2027 · about 300 nurse leaders · theme: caring for the caregiver
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| 1 | Rank | Opportunity | Speaker · fit | Signal | Budget evidence | Decision-maker | Approach | Your grade |
| 2 | 1 | Northwind CUA Summit | Lisa Gable · 92 | Peer speaker post | Peer speaker $10–20K | Jordan Price | Past relationship | Good |
| 3 | 1 | Kestrel Medical SKO | Justin & Patrick · 90 | Press release | 5,000+ employees | Priya Shah | Kickoff season | Good |
| 4 | 2 | Lakeview Nurse Retreat | Justin & Patrick · 86 | Decision-maker comment | 9,000 employees | Angela Reyes | Theme match | Maybe |
| 5 | 2 | Summit State CPAs | Lisa Gable · 78 | Keynotes TBA | $1.1M revenue (990) | Chris Lowell | Selection process | Good |
| 6 | 3 | Halvorsen Leadership Offsite | Lisa Gable · 84 | New CEO | 2,000+ employees | Marcus Bell | Theme match | |
| 7 | - | Riverside YP Meetup | - | Event listing | Free event | - | - | Skipped: no budget |
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.
"Which HR conferences in the first quarter fit Jamie Cohen, and who decides on speakers?"
"Rewrite the draft to Priya Shah in two sentences and mention that Justin and Patrick have spoken at Thermo Fisher."
"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.
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.
A speaker like yours posted about keynoting their event. Open with the post, suggest the speaker who fits the same room.
A call for main-stage proposals is open. Offer to send the speaker's proposal before it closes.
The event announced a theme, like resilience or belonging. Offer the speaker whose talk was built for it.
Sales kickoffs run in January and February and book in the fall. Ask whether the kickoff keynote is locked.
HubSpot shows they booked one of your speakers before. Lead with that, and share who's new on the roster.
A new CEO or people leader just started. Offer a speaker for their first big all-hands or offsite.
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 happens | What the system does | Who gets the email | When |
|---|---|---|---|
| The week's ranked opportunities are ready | Sends the report and updates the sheet | You | Mondays, 8:00 AM ET |
| A hot opportunity: fit 90+, or a decision deadline within 21 days | Sends it on its own so it doesn't wait for Monday | You | Same day |
| Your grades and HubSpot outcomes are in | Updates the scorecard and the ranking | You, inside the Monday report | Weekly |
| A data source returns nothing | Skips it and tries again in 3 hours | PulpSense, if it's still empty the next day | Next day |
| A job fails after 3 retries | Logs it, skips that item, keeps the rest running | PulpSense | Right away |
| A source changes its page layout and finds drop sharply | Flags it for us to fix | PulpSense | Right away |
Short, one opportunity, everything you need to act on it today, with the link back to the sheet.
Hot: Kestrel Medical kickoff, likely booked by December
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
A failed step retries 3 times before anyone hears about it.
Anything stuck is picked back up every hour.
A source that returns nothing is skipped and tried again later, and the rest keep running.
The same event found in two places is merged into one opportunity, with both sources kept.
Dates assume the onboarding call on Monday, November 2.
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.
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.
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.
The first weekly intelligence report from your accounts. Training on reading the report, grading opportunities, and adding a speaker or a market.
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 weekDay 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.
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.
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.
One price for the pilot build, setup, reports and training, paid in two parts.
Opportunity intelligence pilot
Delivery is the first full weekly intelligence report from your accounts, in week 3.
Optional
Consulting once the included hour is used: new speakers, new markets, or tuning what's working.
Paid directly to each tool, in your name, from the accounts we create together on the onboarding call. Estimates at pilot volume.
| Tool | What it does | Per month |
|---|---|---|
| Supabase (Pro) | The database behind everything | $25 |
| Trigger.dev | Runs the jobs on a schedule and retries failures | $10 |
| Claude | Reads signals, checks budget, matches speakers, ranks and writes the personalized drafts | ~$20–45 |
| RapidAPI | LinkedIn data (public posts, engagement and profiles) and other data calls | ~$20–40 |
| Apollo (Basic) | Decision-makers' titles and verified emails | ~$49–59 |
| Resend | Sends the Monday report and alerts (free up to 3,000 emails a month) | $0 |
| ProPublica Nonprofit Explorer | 990 filings for budget evidence | $0 |
| Google Sheets | The 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.
Everything is stored per speaker, market and signal, so growth means adding rows and settings, not starting over.
A new speaker is a new profile: topics, fee band, audiences and past clients. Matching picks them up on the next run.
A new market is a new set of searches and signals. The scorecard shows which ones are worth keeping.
Instagram, event platforms or anything else becomes one more collector feeding the same database.
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.
Your Speaker Business Growth service lists lead generation. The same system can run for those speakers too.
To start on November 2.