Marketing and events · Live demo
Webinar follow-up for accounting firms
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.
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
A webinar gets 140 registrations and 80 attendees, then the list sits in a spreadsheet. Nobody sends the recording to the 60 who missed it, and owners who asked good questions never hear from an adviser.
How it works
- Emails the recording to registrants who missed the webinar, the same afternoon
- Texts or emails attendees to ask if they want a short call about anything that came up
- Books a free first meeting with the right adviser when they say yes
- Records each person's interest and question in the CRM
- Stops contacting anyone who says no thanks
What it connects to
- AgentHi Mike, it's Ana from Matai Lane. Sorry you couldn't make the management reports webinar. Here's the recording: it's 40 minutes and stays up for 90 days.
- Mike (business owner)Thanks. I mostly wanted to know if our monthly reports are any good. We just get a P&L from Xero.
- AgentThat's covered from about minute 12. If you'd like someone to look at your own reports, I can book a free 45-minute first meeting with one of our advisers. Would that help?
- Mike (business owner)Maybe. Is it in person?
- AgentYour choice: our Featherston Street office or Teams. Ellie Ward, who ran the webinar, has Tuesday 3 November at 10am or Thursday 5 November at 2pm.
- Mike (business owner)Thursday on Teams.
- AgentBooked: Thursday 5 November, 2pm on Teams with Ellie. The invite is in your inbox. If you send a recent month's report beforehand, she can come prepared.
Illustrative conversation. Names, numbers and details are made up.
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Follows up people who downloaded one of an accounting firm's guides, answers questions about what the guide covers, and books a free first meeting when they want one.
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