The problem
Follow-up after a networking event is a task that almost everyone intends to do and a large share of people do not get to. The intent is there, the time the next morning is not, and the contact goes cold.
The approach
Contacts are tagged in the CRM at the point of entry, and the tag triggers a follow-up sequence appropriate to how the conversation went. The content is specific enough to read as a real message rather than a broadcast, and the sequence stops as soon as the person replies, because the purpose is to start a conversation and then get out of the way.
Tools
What it enables
- Follow-up happens consistently rather than depending on available time the next day.
- Sequences stop on reply, so a live conversation is never talked over by automation.
- Event contacts are captured in the CRM rather than on business cards.
My role
I designed and built the system as the founder and operator of Hawk Eye AI.