AGI conference prospecting planning worksheet. Prepared 12 October 2026.

This is a proposed reference method, not a tested Clay/HubSpot template, verified attendee list or client result. The two company rows are public agenda-affiliation observations from https://www.qidis26.com/components/66523 reviewed 12 October 2026. They do not establish person attendance, commercial fit or permission to contact. No private participant records or contact details are included.

1. Replace event ID and sources; verify source access and reuse rules.
2. Resolve company identities and CRM IDs; keep conflicts held.
3. Define fit/exclusions and reviewer before enrichment.
4. Fill person-action queue only with permitted, verified records.
5. Review expected decisions in synthetic scenarios. Test your actual integration before enabling writes or sending.
6. Preserve owners, consent, lifecycle and existing deals. Confirm each destination action separately.

CSV imports may need column/type mapping. Blank is unknown, not false or zero. Do not import synthetic scenario rows as CRM records. No messages have been sent and no platform workflow was executed to prepare this resource.
