Marketing and events · Live demo
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.
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
Partner breakfast invitations go out from a partner's inbox, replies are scattered across three people's email, and the final number for the venue is a guess. Partners walk in without knowing who is coming.
How it works
- Sends invitations from the partner's list in their name
- Records RSVPs, plus-ones and dietary needs
- Sends one friendly reminder to anyone who hasn't replied
- Tells the events manager the final numbers 5 working days before
- Gives the hosting partner a guest list with each guest's firm and role
- Never shares the guest list outside the firm
What it connects to
- Grace (bank business manager)Thanks for the invite to the breakfast on the 20th. Can I bring a colleague from our Lower Hutt branch?
- AgentThanks Grace, great to have you. Yes, one guest per firm is welcome. What's your colleague's name and role?
- Grace (bank business manager)Josh Patel, he's our new commercial lender. He's vegetarian.
- AgentDone. You and Josh are both on the list for Friday 20 November, 7am at the Wellington Club on The Terrace, and I've noted vegetarian for Josh. David Ashford is hosting.
- Grace (bank business manager)Who else is coming?
- AgentI can't share the guest list, sorry, but there will be about 30 people from banks, law firms and insurance brokers. I'll send you both a reminder the day before.
Illustrative conversation. Names, numbers and details are made up.
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