Details

The Event Follow-Up Scheduler builds on the functionality of the Standard Scheduler by adding references to a specific event the contact attended, creating a more personalized experience.

Key Features

  1. Purpose:

    • Facilitates appointment booking as a follow-up to a specific event.
    • Personalizes outreach by referencing the event to build rapport and context.
    • Offers flexibility in meeting durations and adapts to client responses.
  2. Customizable User Input Fields:

    Users can configure the following fields to guide the AI during calls:

    • Profession: The profession of the representative the AI is calling on behalf of.
    • Representative Name: The name of the person or team the contact will meet.
    • Event: The name or type of event the contact attended (e.g., “AI Strategy Seminar 2024”).
    • Event Occurrence: When the event occurred (e.g., “May 12, 2024”).
    • Meeting Value Proposition: What the contact stands to gain from taking the meeting.
    • Reason for Appointment: The purpose of the appointment (e.g., feedback, follow-up consultation).
    • Default Meeting Duration: The standard time allocated for meetings.
    • Alternative Meeting Duration: An optional duration offered to the contact.
    • Location of Meeting: The physical or virtual meeting location.
    • Calendar: The connected calendar the AI will use to schedule appointments.
  3. Objective:

    • To book meetings into the user’s connected calendar while referencing the event for rapport-building.
    • To ensure the meeting aligns with the client’s availability and the user’s preferred scheduling parameters.

The Scenario has been built and pre-configured to make it as simple as possible for a user to tailor and initiate a campaign with minimal setup. This Scenario is adaptable and only takes a few lines of text to get going.

Remember that Scenarios are defined at the Project level, and every Campaign inherits the pre-filled fields from the Project, which means every Campaign can have different information in the input boxes, allowing you to tailor communications per Campaign to align with your customer/client or business needs.

Example Configurations

  1. Event:
    • Example 1: “AI Strategy Seminar 2024.”
    • Example 2: “Local Business Owners Networking Event.”
  2. Reason for Appointment:
    • Example 1: “To gather your feedback on the seminar and discuss tailored automation strategies.”
    • Example 2: “To explore collaboration opportunities and provide additional resources from the event.”
  3. Meeting Value Proposition:
    • Example 1: “Learn how our tools can help implement the strategies discussed during the seminar.”
    • Example 2: “Discover customized solutions to scale your business and reduce costs.”

FAQs & Troubleshooting

General Questions

Configuration

Usage and Results


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