Enterprise DNA

Marketing and events · Live demo

Brochure download follow-up

Follows up every brochure download within a working day, answers questions, and offers an info session or a call with the programme adviser.

EmailSMSOutboundWeb chatYour data Lead captureBookingHuman handoffSummaries
Live demo

Talk to Mei at Harbourline School of Executive Education

Harbourline School of Executive Education is made up. Mei 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

Hundreds of people download a programme brochure each month, and most hear nothing until a newsletter weeks later. Advisers call the few they have time for, and the rest have moved on or chosen another school by then.

How it works

  1. Picks up each brochure download from the website form, only for people who agreed to be contacted
  2. Sends a short message within one working day by email or text
  3. Answers questions about dates, fees, format and published offers
  4. Asks about role, employer sponsorship and preferred intake, without pushing
  5. Books an info session place or a 20-minute call with the programme adviser, with a summary for the adviser
  6. Stops straight away if someone asks not to be contacted

What it connects to

  • Website forms
  • CRM such as HubSpot or Salesforce
  • Email and SMS
  • Adviser calendars in Microsoft 365 or Google Workspace
Sample email thread
  1. AgentHi Priya, it's Mei from Harbourline. Thanks for downloading the Board Director Essentials brochure. Is there anything I can answer about the programme?
  2. Priya (prospective participant)Yes, is it all online? And my company might send two of us.
  3. AgentIt's four half days online, starting 18 November, and the fee is SGD 4,200 including GST. The company group offer of 15% applies from three people on the same programme, so it wouldn't apply to two, but the 10% early bird does if you pay 30 days before the start.
  4. Priya (prospective participant)Okay. Can I talk to someone about whether it suits a new director?
  5. AgentOf course. Daniel Lim, the programme adviser, has a 20-minute slot on Thursday at 11am or Friday at 3pm. Which is better?
  6. Priya (prospective participant)Thursday at 11.
  7. AgentBooked for Thursday at 11am. I've sent Daniel a note that you're a new director and your company may send two people, so he's ready for your questions.

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

Capabilities used

  • Lead capture. Asks your qualifying questions and writes a clean record into your CRM.
  • Booking. Books, moves and cancels appointments straight into your calendar or booking system.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.

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