One record per person
However many sessions someone attends, they are one contact — with what they asked and what they clicked attached.
Agencies and studios
Pitch once. Follow up with everyone.
Run the capability session, let the assistant handle the process questions, and hand your team a ranked list of who to approach on Monday.
Agencies and studios — a session or dashboard shot for this audience2000 × 1100
marketing/segment-agencies-and-studios.pngPhoto or screenshotSound familiar?
- The same scoping questions in every pitch, answered live, every time.
- A spreadsheet of attendees that nobody works through.
- Client data re-typed from the webinar tool into the CRM.
What your account calls things
- You are the
- lead
- Your organization is a
- agency
- Your subject areas are
- services
- A conversion is a
- consultation
- Your button says
- Book a consultation
What you get
Built around how you work.
Your team sees the same thing
Roles decide who can host, who can moderate and who can see scoring. Everything is scoped to your organization.
It reaches the tools you already use
Contacts and booked calls flow onward, so nothing needs re-typing after a session.
Questions
Yes. Add hosts and moderators to a session; moderators can answer questions and manage chat without being on camera.
Each organization is separate, with its own contacts, sessions and material. Nothing is visible across them.
Run your first pitche this week.
Free to start, no card needed, and the free tools work before you make an account at all.
Start free