Marketing and events · Live demo
Customer open day registrations
Takes registrations for customer open days, answers questions about sessions, parking and site safety, and sends reminders.
Talk to Tessa at Ironbark Pump and Valve
Ironbark Pump and Valve is made up. Tessa 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
Open days bring customers into the workshop, but registrations come in through reps, emails and phone calls. The marketing team re-keys them into a spreadsheet, answers the same questions about parking and safety boots, and still ends up with no-shows and a short lunch order.
How it works
- Answers questions about the open day programme, parking and site safety
- Checks places left and the limit of three people per customer company
- Registers each person with any dietary needs for lunch
- Sends a reminder the day before with the safety rules and directions
- Keeps the marketing team's attendee list and catering numbers current
What it connects to
- VisitorHi, is there still room at the Brisbane open day? I'd like to bring two of my maintenance team.
- AgentYes, there are 19 places left for Thursday 29 October, 8am to 1pm at our Eagle Farm workshop, and three people per company is fine. Can I have your name, company and your two colleagues' names?
- VisitorTanya Brooks, Kestrel Brewing. With Josh Hill and Amir Khan. What's on?
- AgentYou're all registered, reference OD-0431. At 8.30am Priya Menon covers why pump seals fail, at 10am there's a live strip-down of a split-case pump, then a valve maintenance clinic at 11.30am and a barbecue lunch at 12pm. Any dietary needs for lunch?
- VisitorAmir is halal. Anything we need to bring?
- AgentI've noted a halal lunch for Amir. Closed-toe shoes are required in the workshop, and safety glasses are handed out at the door. There are 30 parking spaces on site and more on Curtin Avenue. I'll text you a reminder the day before.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Trade show lead follow-up
Contacts everyone scanned at the stand after a trade show, finds out who has a project, and books a meeting with the right rep or sends the brochure.
Customer case study requests
Contacts customers whose projects finished well, asks if they would be a case study, explains what is involved, and books the interview with marketing.
Info session registration and reminders
Answers questions about free info sessions, books places, and sends a reminder with directions or the joining link the day before.
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