Case study Cybersecurity Startup

Event-led GTM for a cybersecurity startup: from booth scan to booked demo

A cybersecurity startup bet a large part of its pipeline on one flagship industry conference. We built the operational machine around it: tracking from booth scan to CRM record, geographic lead routing, no-show recovery, and an AI pilot that reads call transcripts for qualification signals.

Client A cybersecurity startup selling to security teams
QR + UTM
end-to-end tracking from booth interaction to CRM record
5
regions segmented for dedicated routing and follow-up
Auto
no-show recovery: reassignment, alert, and reschedule view
AI pilot
Claude extracting qualification insights from call transcripts

The starting point

The sales team was not CRM-disciplined and event leads historically died in spreadsheets. With a major conference approaching, there was no tracking from booth interaction to pipeline, no routing plan for leads from different regions, and no system to recover the demos that got booked and then missed.

The engagement

We worked as the marketing-ops arm of a lean team: a fractional CMO who didn’t want to manage operational details, and a BDR lead who needed systems, not advice. The centerpiece was full operational preparation for the industry’s flagship conference, followed by the campaigns that turn scanned badges into pipeline.

What we built

Conference infrastructure that survives contact with reality

Every booth touchpoint got QR codes with UTM tracking, feeding demo booking pages wired straight into HubSpot. Regional leads routed automatically to the right owner. A Slack automation built on n8n kept the team updated in real time. The conference ran on schedule with tracking intact, and post-event “thanks for visiting” campaigns plus demo reminders went out while the leads were still warm.

Follow-up segmented by geography

After the event, leads were segmented across five regions, each with its own routing and follow-up treatment, including personalized video outreach for the regions where a generic sequence would have landed flat.

No-shows stopped falling through

When a rep marks a demo as a no-show, the lead is automatically reassigned to the BDR lead with a Slack and email alert, and lands in a dedicated reschedule view. What used to be a silent leak became a queue someone owns.

An AI pilot on real sales calls

We built a pilot using Claude to read sales call transcripts and extract qualification insights: current tooling, alert volume, and fit signals. Instead of reps re-listening to calls, qualification data lands in the CRM.

The unglamorous foundations

Google Ads conversion events synced to lifecycle stages so paid reporting reflects reality. Clay enrichment set up for webinar and web-intent outreach, with the client team trained to run it themselves. Lead ownership definitions and meeting-type tagging so reporting stops arguing with itself.

What this looks like day to day

Events went from a spreadsheet cleanup problem to a measured channel: scanned, routed, followed up, and reported, with an AI layer squeezing more signal out of every conversation.

Stack

HubSpotClayn8nClaudeGoogle Ads

What we did

Conference & event operationsLead routingNo-show recoveryAI call analysisAds & attribution

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