Marketing and events · Live demo
Client seminar registration for accounting firms
Takes bookings for an accounting firm's client seminars by chat, email or phone, sends the invite and reminders, records dietary needs and fills cancelled seats from the waitlist.
Talk to Ana at Matai Lane Accountants and Advisers
Matai Lane Accountants and Advisers is made up. Ana is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
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The problem
Seminar bookings come in by email, phone and a web form, and someone in the office copies them into a spreadsheet. Dietary needs get lost, reminders go out late or not at all, and cancelled seats stay empty while a waitlist sits in an inbox.
How it works
- Answers questions about each seminar: date, place, host, price and what it covers
- Books seats for clients and guests, one person at a time
- Sends the calendar invite and a reminder the day before
- Records dietary needs and passes them to the caterer 3 working days out
- Offers cancelled seats to the waitlist
- Passes questions about someone's own tax to an adviser
What it connects to
- Rachel (business owner)Hi, I'd like to come to the tax year breakfast on 5 November. I'm not a client yet.
- AgentYou're welcome to come, Rachel. Guests are NZD 45 plus GST, which includes breakfast. It's at our office, Level 4, 90 Featherston Street, from 7.30am to 9am with Sarah Lim. Shall I book you a seat?
- Rachel (business owner)Yes. Can my business partner come too? He's gluten free.
- AgentYes, there are seats free. What's his name and email? I'll book you both separately and note gluten free for him.
- Rachel (business owner)Tim Cooper, tim@cooperjoinery.example. Will Sarah cover provisional tax?
- AgentProvisional tax is on the agenda. You're both booked and the invites are on their way. If you'd like to talk about your own situation, I can also book a free 45-minute first meeting with an adviser.
Illustrative conversation. Names, numbers and details are made up.
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Contacts everyone who registered for an accounting firm's webinar, sends the recording to those who missed it, and offers a short call with an adviser.
Referral partner event RSVPs for accounting firms
Sends invitations to the bankers, lawyers and brokers who refer clients, takes RSVPs and plus-ones, chases the undecided and gives the partners a final guest list.
Want this agent in your business?
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