List target accounts or segment rules, functions, responsibilities and the problem the event addresses. Distinguish required conditions from preferences so recruitment can adapt without quietly weakening the standard.
Consider competitors, providers, consultants, existing customers and active prospects according to the objective. Clarify whether a colleague can substitute and who approves that change.
Ask why each guest is suitable, what source supports their role and how they will be invited. Keep inferred connections separate from confirmed invitation routes.
Report invited, accepted and attending guests by agreed criteria. Include guest experience and useful follow-up; a person can be suitable without becoming a sales opportunity.
For Orbb's Events Agent or an agency, agree these definitions in the scope. This makes provider comparison fair and reduces arguments about whether an impressive title or full room met the commercial purpose.