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1 CSVExcel or your favorite AI

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Your AIWithout IntroPass
Who should I meet at Northstar Fintech Expo? I sell payment software.
I don't have access to who's registered for that event. You could check the event website, look for LinkedIn posts mentioning it, or ask the organizers for an attendee list.
Your AIWith IntroPass
northstar-fintech-expo-roster.csv
Who should I meet at Northstar Fintech Expo? I sell payment software.
Start with these three:
  1. Dana Whitfield, Northline FoodsPicking a payments vendor this quarter.
  2. Jen Park, Lumen HealthNew CFO. Current contract ends in January.
  3. Tom Alvarez, BrightcartWants to cut card fees next year.

Demo. Fictional people and companies.

Ask anything

northstar-fintech-expo-roster.csv Demo. Fictional people.

NameCompanyBased inReason for attending

Prompts included

Every pass comes with a prompt pack. Attach your CSV, paste a prompt, and go.

Who should I meet first?

Using the attached IntroPass roster, rank the 10 people I should meet first. I sell [what you sell] to [who you sell to]. Give one line on why for each.

Write my openers

For my top 10 people in the attached roster, write a two-sentence opener for each. Reference their reason for attending. Keep it friendly, not salesy.

Who's buying soon?

From the attached roster, list everyone likely to buy in the next 3 months. Group them by company and note what they're shopping for.

Works with ChatGPT, Claude, Gemini, Copilot, or any AI that reads a CSV.

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Who's going
New in role
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Priorities
Current tools
Public contracts
2 meetings with us
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