Marketing and events · Live demo
Seminar follow-up
Registers guests for the firm's workshops and briefings, then calls or emails each one afterwards to answer questions and book a free first meeting.
Talk to Olivia at Quillbrook Wealth Partners
Quillbrook Wealth Partners is made up. Olivia 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 workshop fills a room with warm prospects, then the follow-up slips because advisers are back with clients. A week later most guests have forgotten the name of the firm.
How it works
- Registers guests for upcoming workshops and business owner briefings from the website, email or phone, and sends reminders
- Calls or emails each guest who asked to hear from the firm, within a day of the event
- Answers questions about the firm, its fees and the first meeting, and never gives advice
- Books a free first meeting with the adviser who suits the guest's interest
- Respects "no contact" choices and logs every follow-up and outcome in the CRM
What it connects to
- AgentHi Linda, it's Olivia from Quillbrook Wealth Partners. Thanks for coming to our retirement income workshop on Tuesday evening. Did you find it useful?
- LindaI did. The part about when to claim Social Security really got me thinking.
- AgentGlad to hear it. Janet offers every guest a free one-hour meeting to look at their own situation, with no obligation to go further. Would you like one?
- LindaYes. Is Friday possible? My husband has a pension from his old company, so could he come too?
- AgentOf course, partners are welcome. Janet has Friday at 9am. I'll book that and email a confirmation with what to bring, including your Social Security statements and his pension details.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
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Books every client's annual review across the firm's advisers, collects the fact-find update and never gives advice itself.
Know-your-customer document chaser
Chases every new account's missing identity and ownership documents by portal message, text and phone, so accounts can be funded on time.
Client portal setup and first login help
Walks new clients through activating the client portal, setting up two-step verification and signing their first documents, by phone, chat or email.
Want this agent in your business?
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