Playbook · For Marketing

Stop guessing who'll show up. Rudy builds the room.

Webinar, dinner, executive event, conference booth, campaign launch. Rudy reads the event and dynamically builds the audience. If your customer champion is speaking, it's the 50 people she knows really well who'd want to hear her. If it's a dinner, it's a curated mix across customers, investors, partners, and your team's networks. The room fills with the right people.

No credit card required · Set up in ~30 minutes

✓ 21 of 25 seats confirmed

Slack · #field-marketing 2 min ago
R

Rudy AI

Dinner in NYC · 25 seats. Room built: 9 tier-1 customer champions, 11 of their closest NYC contacts, 3 investor portfolio CXOs, 2 former colleagues of your team. Dana Reed, VP Product at Snowflake co-hosts. Every invite is drafted in the sender's own voice.

Approve list Edit mix

50 to 60%

show-up on warm-routed invites vs 4% cold

80%

of attendees are right-title for your ICP

30 to 40%

of target accounts already have a warm path

The Shift

Same webinar. Same budget. Different room.

The list you buy and the room you build are two different products.

Before

Marketing runs a webinar, a customer dinner, a speaking session, a conference booth. Buys a list. Markets to it. 12% click. 4% show up. Most aren't ICP. The few who are aren't the buyers, just their analyst.

Empty seats, wrong titles →

After

Rudy dynamically builds the room based on the event. Customer champions, their network, investor portfolio CMOs, former colleagues of your current employees. Each invitee gets contextual messaging from the right sender. 60% show up. 80% are right-title.

Full room, right people →

Where Rudy Lives

In the tools your team already runs campaigns in.

Zero new UI. No new console for your marketing ops team. Rudy ships into the surfaces you already work in.

Primary Surface · Slack

Rudy DMs the field marketer with audience lists, drafted invites, and approval taps. The customer co-host receives the ask via Slack too.

CRM-Native · Salesforce / HubSpot

The audience builds as a campaign member list. Show-up status and pipeline attribution write back automatically.

LLM Workflow · Claude / Codex (MCP)

Marketers running audience research in Claude pull live relationship data straight into the campaign workflow.

Open API · REST

One API key plugs Rudy into Marketo, Eloqua, or any event platform. Pull audience lists in, push outcomes back.

How Rudy Orchestrates

Rudy reads the event. Then activates every network that fits.

Marketing events come in shapes. A dinner. A webinar. A booth. A speaking session. Each shape pulls a different set of networks, and Rudy knows which ones to activate. The customer co-host is one example. The investor portfolio is another. So is the former-colleague graph. So is the partner CSM list.

Example · Dinner in NYC, 25 seats

Rudy reads the event type, the city, and the seat count. Then dynamically pulls from your 4-pillar graph:

  • All tier-1 customer champions in NYC, invited directly by the CSM team.
  • Each champion's 10+ closest contacts in NYC, invited by the champion. Forwardable invite drafted in their voice.
  • All your investors' portfolio CXOs and VPs in NYC, invited by the partner GP or the investor directly. No specific function label needed. The event topic does the targeting.
  • Every former colleague of your current employees in NYC who fits the buyer profile, invited by the former colleague.
  • Messaging contextualized per sender. The CSM's invite reads different from the investor's invite. Same dinner. Different opening line.

For a webinar, Rudy might activate a different mix. For a booth at SaaStr, different again. Why customer networks are a growth channel, not a thank-you note →

Rudy knows the rules

Marketing has more latitude than sales because the ask is "join us," not "buy from us." But latitude is not unlimited.

  • Marketing can ask customers directly to co-host or co-promote. Co-marketing is a fair exchange.
  • Customer co-host asks gate on satisfaction. Rudy skips customers with open support tickets, low NPS, or fragile relationships. "Join our webinar" is the wrong ask when the customer is unhappy.
  • VIP events can route via board members for a curated +1 invite. A board member's name on an invite changes show-up rates.
  • Partner co-promotion routes through the Partner Manager, never direct to partner marketing.
  • Cap at 50 invitees per customer co-host. More than that and you're using their goodwill, not partnering with them.

Rudy applies these before surfacing anything. The marketer sees a clean audience list, already filtered.

Your Day, In 4 Plays

The triggers marketing already plans around.

Four event shapes, four network activations. Same approval tap.

01

New webinar with a customer co-host

Trigger: webinar scheduled with a customer speaker, 6 weeks out.

Rudy does: builds the 50-person audience from the customer's network. Drafts two invite versions: one from the customer, one from marketing.

Output: the customer reviews and forwards their list with one tap. Marketing sends the rest. Show-up runs 50 to 60% versus 4% on cold lists.

Rudy AI

Dana Reed, VP Product at Snowflake is confirmed to co-host. I built her 50-person audience and drafted two invites: one in her voice, one from marketing. Ready for her one-tap forward.

Rudy AI

Dinner in NYC, 12 seats. Your 6 customers in the geo know 25 buyer-profile fits. I filtered to the right 12, starting with Marcus Hale, CIO at Siemens, a close contact of your Datadog champion.

02

Field event or executive dinner

Trigger: dinner planned in NYC. 12 seats. Need the right room.

Rudy does: maps your customers in the geo. Surfaces 25 people they each know that fit your buyer profile. Filters down to the right 12.

Output: each customer invites their +1s. Field marketing fills gaps. The room is full of the right title in the right industry.

03

Campaign launch. Case study, whitepaper, report.

Trigger: new asset publishing. A customer is featured.

Rudy does: drafts amplification asks for the customer to share with their LinkedIn network and personal Slack. Maps which of their connections are in your ICP.

Output: the customer shares to the curated network. Reaches buyers who care, not random followers.

Rudy AI

The Klarna case study goes live Tuesday. I drafted a share ask for Erin Vasquez, Director of Payments Ops at Klarna, and mapped the 34 ICP-fit buyers in her network who'd actually read it.

Rudy AI

Scanned your 100-account ABM list. 37 accounts have a warm path, including Maersk via a former colleague and Stripe via an investor. Warm overlay ready, cold spend goes to the rest.

04

ABM campaign on a target account list

Trigger: ABM campaign launching against 100 target accounts.

Rudy does: maps which target accounts have a warm relationship in your 4-pillar graph. Flags the 30 to 40% where a warm path exists.

Output: the ABM motion gets a warm-led overlay. Cold ad spend goes to accounts without paths. Customer co-host goes to accounts with paths.

The Pillar Escalation Rules

Marketing rules differ from sales rules.

Marketing's asks are "join us," not "buy from us." The rules calibrate accordingly.

Four pillars, four calibrations.

Team Networks

Can ask: always.

Can't: never skipped.

Customer Co-Host

Can ask: healthy customer relationship. NPS 7+ or no open critical tickets.

Can't: customer is unhappy or in renewal risk. Asking is taking, not partnering.

Partners

Can ask: co-marketing routed via the Partner Manager.

Can't: direct outreach to partner marketing without routing.

Board / Investors

Can ask: VIP events only. Curated +1 invite.

Can't: volume marketing. A board name is not for newsletter subscription drives.

The Connector Contract

You will say yes or no to every ask. No silence.

Every customer co-host, partner, and board member who participates agrees to this one rule. A customer who silently ignores three webinar co-host asks is signaling they don't want to be a connector. Better that they say so. The yes-or-no rule keeps the marketing-customer partnership honest.

Yes Not now Wrong fit I'd rather not

Single tap. Same contract across personas.

For the VP Marketing / CMO

What changes on the campaign dashboard.

Three shifts you'll see in the next 90 days of campaigns.

Show-Up Rate

Warm-routed webinar and event invites convert at 50 to 60% versus 4 to 12% on cold lists. Same content, 5x the room.

Cost per Pipeline Dollar

Drops because the audience is right-title from the start. Less attendee acquisition cost, less wasted SDR follow-up on wrong fit.

Customer Advocacy Compounds

Each event the customer co-hosts builds the relationship deeper. Renewals lift, referrals multiply.

Three KPIs for the Marketing Scorecard

Put the room on the scoreboard.

Once warm-built audiences are measured per event, they get run on purpose.

Show-up

% of invitees who actually attend.

ICP-fit

% of attendees who match your buyer profile.

Pipeline

Pipeline attributed to the event within 90 days.

See this running on your marketing team.

Nothing scales like 12 right-title people in a room. Rudy reads the event, activates the networks that fit, and fills the seats.

No credit card required · Set up in ~30 minutes