Post-event follow-up engine
The event ends. The relationship shouldn't. Turn every event into a recap, a testimonial and a reason to work together again.
The manual version
- Feedback surveys go out late, or not at all
- Recaps are written from scratch for every client
- Photos sit in someone's drive for weeks
- Nobody asks for a testimonial while the client is happiest
- The next booking depends on the client remembering to call
The redesigned workflow
Steps marked with a diamond stay with your team.
- Survey responses and client feedback are gathered
- Insights are summarized into an internal recap
- A client-facing recap is drafted for your review
- Photos and event assets are organized and shared
- Testimonial requests go out at the right moment
- Open billing and closeout items are checked
- Repeat-business opportunities are flagged and follow-ups scheduled
What's included
- Survey and feedback collection
- Internal and client recap drafts
- Asset organization and sharing
- Testimonial request flow
- Closeout and billing checklist
- Rebooking reminders
- Documentation and handoff
What we measure
- Days from event to client recap
- Testimonials collected per event
- Open closeout items after 30 days
- Repeat inquiries from past clients
What stays human
- Approving the client-facing recap
- Which clients to approach and when
- Anything about invoices or refunds
Common questions
Typically delivered as a Quick Win Automation (from $2,500) or as part of an Operations Sprint. See pricing.
Do we need a survey tool?
Not necessarily. We can use a simple form you already have, or set one up as part of the build.
Will clients feel spammed?
Timing and tone are set with you, and every client-facing message can require your approval.
Can testimonials go on our website automatically?
We recommend a person approves every testimonial and confirms permission before it's published.