Every event, followed up.
A brand, website and event system for a growing network, and now AI that handles the work around every event.
- Client
- A multi-city membership network for social investors
- Engagement
- Brand, website and event system · AI upgrade
A network that began around a boardroom table and grew into a community of family offices, foundations, funds and intermediaries meeting in several cities. It needed a strong identity, a website that attracted members, and a way for staff to run events everywhere.
- A brand identity that reflects the network's values
- A website with a simple two-step registration for new members
- An event management system for staff to run current and upcoming events across cities
Built by our engineering team. The client is described, not named.
Follow-up that actually happens
Every event means invitations, introductions, notes and follow-ups, written by hand for each city by a small staff. The value of an event is in the follow-up, and that is what gets dropped when the next event is already being planned. First-time guests are the network's best source of new members, and they are the ones whose follow-up is most often missed.
Where the time goes today
- Writing and sending personalised invitations for each event
- 4–6 hrs a week
- Writing up notes and actions after each session
- 3–4 hrs a week
- Following up every attendee and making the introductions promised in the room
- 6–8 hrs a week
With the upgrade
- Within 2 days
- every attendee followed up, with the introductions promised in the room actually made
- ~10 hrs
- a week back for the events team
- Every guest
- invited to join while the event is fresh: the network's cheapest source of new members
Estimates. Based on a network running six to eight events a month across its cities, with 40–60 people at each. Every project starts with an Audit that measures the real numbers first.
How it works
- 01Invitations are drafted for each member from their interests and past attendance.
- 02Suggested introductions between attendees reach staff before the event.
- 03Session recordings become short summaries with the key points and actions.
- 04Follow-up messages are drafted for every attendee, including an invitation to join for first-time guests, and queued for staff approval.
What stays with people
Nothing goes to a member without a person approving it, and only information members agreed to share is used.
What we measure
- Staff hours per event, before and after
- Share of attendees followed up within two days, and how many first-time guests go on to join
- Corrections staff make to drafted summaries and messages before approving them
The AI is the easy part. This is the rest.
- 01A recording-to-summary pipeline
- 02Member data spread across several systems
- 03Consent and privacy rules for what can be used and sent
- 04Staff approval built into every outbound message
Have a system that needs this?
Tell us what it does today and where the work piles up. In 30 minutes we will tell you what AI could add, what it would take, and whether it is worth doing at all.