Marketing and events · Live demo
Webinar follow-up calls
Calls webinar guests after the event, sends the recording, picks up on the questions they asked and books calls with the presenter.
Talk to Ivy at Pellbridge Consulting
Pellbridge Consulting is made up. Ivy 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.
Want one like this for your business? Book a call with Sam
The problem
A good webinar fills a list with senior people from target companies, and then nobody follows up for a week. By then the guests have moved on and forgotten what they wanted to ask.
How it works
- Takes the registration and attendance list from the webinar platform
- Calls each guest, starting with those who asked a question
- Emails the recording and slides, including to those who missed the session
- Books a call with the presenter for anyone with a live project
- Writes a summary of every conversation into the CRM for the partners
What it connects to
- AgentHi, is that Michelle? It's Ivy from Pellbridge Consulting. Thanks for joining Tuesday's webinar on running regional operations from the Greater Bay Area. Have you got a quick minute?
- MichelleSure. I had to leave early though, so I missed the part on shared services.
- AgentI'll email you the recording and slides now. You asked about setting up a shared services team in Shenzhen. Is that something your group is planning soon?
- MichelleYes, about 20 people by the middle of next year. We don't really know where to start.
- AgentAdrian Leung, who ran the webinar, can talk it through with you on a free 45 minute call. He has Tuesday at 10am or Friday at 4pm by video. Which suits?
- MichelleFriday at 4 works.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Timesheet and expenses chaser
Reminds consultants about missing timesheets and expense receipts, answers their questions from the records, and tells finance who is holding up billing.
Client kickoff coordinator: documents, access and first meeting
Contacts each new client after signing, collects what the team needs to start, sets up access and books the kickoff meeting.
Discovery call booker
Turns website, phone and email enquiries from corporate buyers into booked discovery calls with the right partner, with the context written up before the call.
Want this agent in your business?
Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.
Book a discovery call →