01 / 03
Prep
Pick the event, read the brief, know your target 5.
Step 1 of 8Monday
Pick your event from the Circlz shortlist.
Every event gets a 0-100 score for your ICP, with its top three reasons.
Event score
Open Source AI for GTM
SoMa, San Francisco · 140 going
- 31 of 140 guests match your ICP
- Dinner format: easy to talk
- Host had 4 buyers at the last one
Step 2 of 8Day before
Select who you want to meet from the shortlist.
The 5-8 people worth your evening: who they are, what they do and why they match.
Shortlist · the day before
+ 3 more people
02 / 03
Action
Walk up to the right people. Swap contacts, not business cards.
Step 3 of 8At the event
Your 5, circled. Strongest fit first.
Talk to them about what you have in common. Each brief comes with tips and an opener.
Step 4 of 8At the event
Swap contacts. The magic starts right after.
Yes, the thing you always do but now Circlz orchestrates what comes next, so you stay connected in a meaningful way, based on custom signals and the mutual context you built.
What they see after scanning
I'm your name from company
Reach me at you@company.com
03 / 03
After
A minute tonight, signals for weeks, a reply when it counts.
Step 5 of 81-2 hours after
Debrief in a minute. Tonight, while it is fresh.
Say one line per person in Circlz on your phone, or let your AI assistant or notetaker send it in. Circlz pulls out interest, pain and the next step.
Debrief · 9:42 PM
"Priya wants a demo in Q1, budget owner is the CFO."
- Interest
- Demo in Q1
- Pain
- AE ramp takes 4 months
- Next step
- Send demo invite
- Due
- Tue, Oct 20
- Warmth
- ●●●
Step 6 of 8Next morning
Send the follow-ups. From your inbox.
One personal draft per person, met or not. You review and send from your inbox.
Follow-up · next morning
To: Priya S. · via email
Hi Priya, good to meet you last night at Open Source AI for GTM. You mentioned ramping new AEs without RevOps. Happy to show you how we handle it, would a short demo in early January work?
Step 7 of 8Weeks after
Custom signals. Built from your conversation.
Circlz turns what you heard into signals to watch. You hear when one fires.
Signals · weeks after
Watching for Priya S.
From your debrief at Open Source AI for GTM
- New AE job posts at her companyShe is hiring 4 AEs this quarterFired · This week
- Posts about AE ramp or onboardingHer pain: AE ramp takes 4 monthsWatching
- Q1 starts: demo window opensShe wants a demo in Q1Watching
Step 8 of 8When the signal is strong
Reach out when it counts. Keep the relationship warm.
A short note that ties the signal to your conversation. You review and send.
Reach out · signal fired
To: Priya S. · via email
Hi Priya, saw your team just posted new AE roles. At Open Source AI for GTM you said ramp takes 4 months. Happy to show how we shorten it before your Q1 demo.
7Met
7Connected
5Replied
3Opportunity
Strategy
Pipeline. From one evening.
Everyone you met moves through four stages. Circlz keeps the next step and the due date on each.