iServ
iServ Event OS
A complete go-to-market platform for executive events: invitations, human-approved outreach, CRM, live event operations, and public recap pages.
01 The story
iServ runs executive roundtables and lunch-and-learns as its growth engine, and this platform replaced the spreadsheet-and-Luma stack behind them. Every invitee gets a personal magic-link event page. Outreach is AI-drafted but human-sent, with daily pacing limits. A contact CRM scores fit and tracks every touch through a Resend webhook. Reps get a scoreboard with seats-filled progress and streaks. After the event, the page flips into a public recap for search. The whole loop, from first LinkedIn touch to booked follow-up, lives in one system.
02 What went into it
- Per-invitee magic-link event pages with signed HMAC cookies
- AI-drafted, human-approved email and LinkedIn outreach queues
- Contact CRM with fit scoring, activity timeline, and rep ownership
- Rep scoreboard: seats filled, personal bests, streaks
- Lunch-and-learn preset with application, seat holds, and waitlist
- Live event check-in and debrief surfaces
- Public SEO recap pages after each event
- Anonymous rate-limited concierge chat embedded across iServ properties
- Calendar (ICS) export per invitee
03 Claude in production
Every AI call runs server-side under the Lumen governance layer: no client keys, cost telemetry on every call, and a human confirming every consequential write.
04 Stack and capabilities