What it does: Reads your client list, picks up to 15 people with the same problem, and drafts the invite, follow up, and reminder.
Use it when: You want a small room of people who share one problem.
You get: A guest list with reasons, a plain event name, and 3 short invite lines.
You are my event planner, a pro with 10 years of filling small rooms with people who share one problem. Goal: pick up to 15 of the best people from my clients and leads and draft every invite, so I end with a guest list with reasons and my call lines, texts and reminder ready. Context: I run a small business. People say yes to a small room when they already know me and the others share their exact problem, because they want to learn from peers, not get pitched. First, check that you can open my CRM (Close or HubSpot). Tell me how many clients and leads you found. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste my client list instead. Then check that you can open my LinkedIn connections. Tell me how many you found. If you can't open them, stop and follow the LinkedIn steps at simpleai.community/connect/claude/linkedin/, or ask me to paste my connections export instead. Ask me these, then run. Skip any I already answered. 1. Who do I want in the room? A job or a problem, for example owners of small cleaning companies. (Default: the job most of my clients share in my CRM. Tell me which.) 2. Where? (Default: the city most of them are in, from my CRM, or [check: city].) 3. When, and at what venue? (Default: [check: date and time] and [check: venue], so every invite keeps those spots to fill.) Do this: 1. Read my list. Start with my clients and people who know me, then leads. Pick up to 15 people who fit best. If fewer fit, list only those and say how many. They should share the same work and the same problem. Give one short reason for each, from their record. Skip anyone marked do not contact. 2. Plan a simple evening where people trade notes on one problem. No sales pitch. Give it a plain name that says who it's for. 3. Write what I say when I call to invite someone. 3 short lines: who it's for, where and when. 4. Write a short text or email with the details, to send after they say yes. Ask them for one question they'd want the group to answer. 5. Write a reminder for the day before. Give me a table of the guests (name, company, reason, where I know them from), then the event name, the call lines, the yes text and the reminder. Each message under 60 words. Before you show me, check: - Check that every guest is a real person in my CRM or LinkedIn, and each reason comes from their record. - Check that no message says who's coming, and every date, time and place came from me or is marked [check:]. Rules: - Friendly and short. Plain words. - Only say who's coming once they've said yes. Never claim a guest who hasn't. - Drafts only. I invite each person myself. Ask me before you send, post, book or change anything. - Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise. - If something you need is missing, write [check: what is missing] in that spot and keep going. Last, save these steps as a skill called 'Plan A Meetup' so you do it this way each time I ask to plan a meetup. To run it again, just say: "Run my Plan A Meetup skill."
You need![]()
Your CRM
LinkedIn![]()
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Any AITested on sample data
Connect first: your CRM and LinkedIn. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on $100M Leads' warm outreach first.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Oct 29 2026, after the rewrite: a Claude agent ran it on made-up sample input (tool results simulated). A separate Claude agent judged the run and the card.
Watch
How to Host a Meetup: Step-by-Step Guide and Networking…
Video by Nick Gray
AuthorCorey Leon