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Post-Event Follow-Up

A ready-to-send follow-up email for every person you met at an event.

Network ExpansionReviewed

Sample result

Run live demo
Draft event follow-ups
Great connecting at GovTech Innovate 2024
SO
To: Sofia Okafor
sofia.okafor@evertonprovisions.gov

Hi Sofia, It was great to meet you at the GovTech Innovate conference last week. I enjoyed our conversation about the challenges municipalities face with legacy permitting and licensing systems. Based on what you mentioned about Everton Provisions' goals for digital transformation, I thought you might be interested in a brief case study on how we helped the City of Northwood streamline their processes. You can see it here: https://www.civicsuite.com/case-studies/northwood Would you be open to a brief call next week to discuss how CivicSuite could help you achieve similar results? Best, Alex Cohen Account Executive CivicSuite Solutions

Example run

You ask

“I just got back from the GovTech Innovate 2024 conference. Can you help me draft follow-ups for the contacts I met from Everton Provisions?”

9:01 AM
Scanning event attendee list

Found 3 contacts from 'Everton Provisions' on the GovTech Innovate 2024 attendee roster.

9:02 AM
Matching contacts in CRM

Matched attendees to existing contacts: Sofia Okafor (Director of Procurement), Marcus Thorne (IT Manager), and Lena Petrova (Senior Planner).

9:03 AM
Finding relevant content

Identified 'City of Northwood' case study as highly relevant to municipal digital transformation goals.

9:04 AM
You get

Follow-up draft for Sofia Okafor

9:04 AM

Who it's for

This skill is for account executives who return from a major conference or trade show facing a long list of new contacts. It automates the crucial first follow-up, so you can focus on qualified conversations instead of manual data entry and email writing.

What it does

Every Monday morning, this skill processes your latest event attendee list from a source like CVent. It identifies new leads by checking against your existing contacts in Salesforce, then uses ContentAI to draft a unique, context-aware follow-up email for each person you met.

What you need

To get started, you will connect your CVent and Salesforce accounts and provide the skill with your event name and the URL for its attendee list. The skill also requires a ContentAI connection to generate the email copy.

What you get

You receive an alert summarizing the new leads found from your event, along with a queue of ready-to-send draft emails. Each email is personalized for a specific contact, like Sofia Okafor from the GovTech Innovate conference, waiting only for your final review and approval.

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