Enterprise DNA

Marketing and events · Live demo

Sponsorship and speaker request intake for accounting firms

Takes sponsorship and speaker requests from business groups, sports clubs and charities, collects the details the marketing committee needs, and tells the requester when they will hear back.

EmailWeb chatVoice SummariesHuman handoffYour knowledgeLead capture
Live demo

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

Sponsorship asks arrive at every partner's inbox, half the details are missing, and requests sit until after the event has happened. Clubs get no answer and the firm looks like it doesn't care.

How it works

  1. Collects the organisation, contact, event, date, what they want, audience size and deadline
  2. Explains what the firm usually supports and how decisions are made
  3. Puts a one-page summary in front of the marketing committee each month
  4. Sends anything due before the next meeting to the events manager
  5. Books partner speakers for business groups with 6 weeks' notice
  6. Tells every requester when they will hear back

What it connects to

  • CRM
  • Email
  • Project board such as Trello
  • Calendar
Sample conversation
  1. Aaron (business association)Hi, I run the Hutt Valley Chamber's business awards. We're looking for a category sponsor for March.
  2. AgentThanks Aaron. Local business associations are one of the things Matai Lane supports. What's the category, the sponsorship amount, and how many people attend?
  3. Aaron (business association)Best growing business, NZD 2,500, about 350 at the dinner on 12 March.
  4. AgentGot it. When do you need an answer by?
  5. Aaron (business association)End of November.
  6. AgentThat works. The marketing committee meets on Tuesday 3 November and I'll put it on their list. You'll hear from Hannah Reid by Friday 6 November. Would a partner presenting the award be of interest too?

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Your knowledge. Answers from your documents, website and videos, and stays current when they change.
  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.

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