Field Marketing logo

Field Marketing

Organization
LeadMagic
field-marketing

Plans field marketing: regional events, executive dinners, roadshows, and customer advisory boards, with invite lists, run-of-show, and pipeline follow-up. Use when the user is planning an in-person event for target accounts or customers. Triggers on: "field marketing", "executive dinner", "roadshow", "regional event", "customer event", "customer advisory board".

Overview

PublisherLeadMagic
Repositorygtm-skills
Skill namefield-marketing
Stars
72
Forks
18
Bundled files
3
LicenseMIT
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • 3 bundled files

    Scripts, templates, and references the model can read while it works. Files are read-only and never executed.

  • Open source

    Published by LeadMagic on GitHub. Read the source before you install it.

Installation

Install the Field Marketing AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/LeadMagic/gtm-skills/tree/main/skills/events/field-marketing
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/LeadMagic/gtm-skills.git /tmp/gtm-skills
mkdir -p .claude/skills
cp -r /tmp/gtm-skills/skills/events/field-marketing .claude/skills/field-marketing
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Field Marketing in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Field Marketing on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Field Marketing is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

Field Marketing

Overview

Field marketing brings your GTM motion to specific cities, accounts, or industries through intimate events. Executive dinners, roadshows, customer advisory boards, and regional meetups convert at 3-5x the rate of digital channels because trust is built in person. This skill covers strategy through execution.

Authoritative Foundations

  • Priya Parker — The Art of Gathering — Design executive dinners and roundtables around a purpose and guest mix, with a host who actively facilitates.
  • ITSMA — Account-Based Marketing — Build invite lists from target-account tiers and involve account owners in every invitation.
  • Forrester (SiriusDecisions) — Demand Waterfall — Track field events by opportunities created and accelerated among invited accounts.

When to Use

  • "Plan a field marketing event"
  • "Executive dinner strategy"
  • "Run a roadshow"
  • "Customer advisory board"
  • "Regional event planning"

Step-by-Step Process

Phase 1: Format Selection

  • Executive dinner (8-12 people): Highest conversion. Target C-suite and VP at key accounts. Intimate discussion, no pitch, peer networking value. Cost: $2-5K per dinner. Best for $50K+ ACV deals.
  • Roadshow (20-50 people): Multi-city tour. Half-day event with customer speakers, product updates, networking. Best for existing customer expansion
    • prospect pipeline in 3-5 key cities.
  • Customer Advisory Board (10-15 customers): Strategic input, product feedback, relationship deepening. Annual. Executive-level.
  • Regional meetup (30-80 people): Community building. Informal, regular cadence. Low cost, high relationship value.
  • Workshop (15-25 people): Hands-on. "Bring your [data/problem] and we'll solve it together." Product-led, value-first.

Phase 2: Invite Strategy

  • Curated list: Hand-pick 20-30 target accounts in the city. Don't blast.
  • Executive sponsor invite: Have your CEO/Founder send personal invites to peer-level attendees. "I'm hosting a small dinner for [industry] leaders in [city] on [date]. Would love to have you."
  • 3-touch invite sequence: Personal email → LinkedIn DM → phone call. 40-60% acceptance rate for curated dinners; 15-25% for broader events.
  • No generic registration pages: For Tier 1 events, every invite is personal.

Phase 3: Venue & Experience

  • Restaurant: Private room, excellent food, quiet enough for conversation. Not trendy — impressive. Not loud — intimate.
  • Content: 1-2 short talks (10 minutes max). Customer story > product update. Facilitated discussion > presentations.
  • No sales pitch: The event IS the pitch. If people leave feeling smarter and more connected, they'll want to work with you.
  • Follow-up: Handwritten note (physical) + LinkedIn connection + "Here's what we discussed" summary with your insights added.

Phase 4: Pipeline Conversion

  • Pre-event: Research every attendee. Have an engagement plan per person.
  • During: Your execs have assigned "must-talk-to" list. No clumping with existing customers. Work the room.
  • Post-event (Day 1): Personalized follow-up referencing your conversation. "Based on our discussion about [topic], I thought you'd find [resource] useful."
  • Post-event (Day 7): "Quick follow-up — would a 30-minute call to dig deeper on [topic] be valuable?"
  • Post-event (Day 30): "Since our dinner, we've [done X related to topic]."

Phase 5: Measurement

Track: invites sent → accepted → attended → meetings booked → pipeline created → deals closed. Cost per opportunity. Field events should have the lowest cost per opportunity of any GTM channel you run.

Output Format

Field marketing plan with: event format selection, invite list and sequence, venue brief, run-of-show, executive engagement plan, and pipeline tracking.

Quality Check

Before delivering, verify:

  • All required sections are complete
  • Output matches the user's stated need
  • Named frameworks are cited for key recommendations
  • No vague claims — every recommendation has a specific action
  • Deliverable is ready for operational use, not just conceptual

Common Pitfalls

  1. No pre-event outreach. Showing up to a conference without booked meetings wastes the investment. Fix: scrape attendee lists, research targets, and book meetings 2-3 weeks before.
  2. Booth staff without training. Untrained staff give generic demos and fail to qualify. Fix: train on qualification questions, demo flow, and data entry before the event.
  3. No post-event follow-up system. Leads go cold within 48 hours. Fix: Day 1 personalized follow-up, Day 3 value-add, Day 7 soft CTA.

Implementation Depth

Use this section when the user asks for a finished asset, not a high-level explanation.

Diagnostic Questions

  1. What is the primary motion: founder-led, sales-led, product-led, partner-led, or lifecycle-led?
  2. Which ICP tier is the output for: small business, mid-market, enterprise, or mixed?
  3. What proof is available today: customer stories, usage data, third-party validation, screenshots, or none?
  4. What system will execute the work: CRM, sequencer, warehouse, support desk, product analytics, or manual workflow?
  5. What decision will the user make from this output: launch, prioritize, route, rewrite, score, coach, or measure?

Framework Application

Map the recommendation explicitly to the named frameworks in this skill:

  • Field Marketing ROI Framework: apply only the part that directly improves the requested deliverable.
  • ABM Field Engagement: apply only the part that directly improves the requested deliverable.
  • Bizzabo — Event Experience Framework: apply only the part that directly improves the requested deliverable.

Deliverable Standard

A strong output from this skill includes:

  • A crisp diagnosis of the current situation
  • A recommended path with tradeoffs, not a generic list
  • A concrete artifact the user can use immediately: table, script, checklist, scorecard, sequence, dashboard spec, or implementation plan
  • A measurement plan with leading and lagging indicators
  • Risks and edge cases called out before execution

Adaptation Rules

  • For small business: reduce complexity, shorten time-to-value, and prioritize owner/operator clarity.
  • For mid-market: include workflow ownership, handoffs, integrations, and enablement assets.
  • For enterprise: include governance, risk, procurement, stakeholder mapping, and proof requirements.

Execution Artifacts

  • references/framework-notes.md — Named frameworks and reference tables
  • templates/output-template.md — Deliverable shell for agent output
  • scripts/check-output.py — Lightweight deliverable validator

Related Skills

  • event-driven-outreach, conference-strategy, abm-strategy, pipeline-management, sales-enablement

Bundled files

The model reads these on demand while the skill is loaded. They are exposed as readable files and are never executed.

Frequently asked questions

What does the Field Marketing AI skill do?

Plans field marketing: regional events, executive dinners, roadshows, and customer advisory boards, with invite lists, run-of-show, and pipeline follow-up. Use when the user is planning an in-person event for target accounts or customers. Triggers on: "field marketing", "executive dinner", "roadshow", "regional event", "customer event", "customer advisory board".

Why use Field Marketing on TypingMind?

Because you install it once and use it with any model. Field Marketing is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Field Marketing in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/LeadMagic/gtm-skills/tree/main/skills/events/field-marketing. TypingMind reads its SKILL.md and bundles its files and installs it as a skill you can enable per chat.

Which AI models can use Field Marketing?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Field Marketing?

As many as you like. As long as a model supports skills, you can use Field Marketing with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Field Marketing AI skill free?

Yes. It is published on GitHub by LeadMagic under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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