To trigger automation and follow up a event form was created for the event manager to input what happened with each attendee.
- After the first 30 days of implementing this solution one call back book goal was achieved.
- The campaign is now following up with 1200 past attendees each month
- 25% average email engagement rate
Now able to keep in touch with more leads than before
New Bookings Every Every 90 Days
Automated follow-up is now triggering new 1-on-1’s call requests from past attendees from previous lunch and learns’.
Monthly Emails Sent
With follow-up built the system can now email and educate past prospects on behalf of the lead owner at Access Retirement Group.