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Agent library / Marketing and referrals / Event and seminar follow-up

Event and seminar follow-up

After a seminar or client event, PitCrew logs each guest in your CRM, separates existing clients from new contacts and drafts a follow-up for each. The advisor approves before anything is sent.

When it runsAfter each event
Who approvesThe advisor
Works withCRM, Outlook, guest list file
Get in touchDescribe your version of this task

How it works

5 steps. Nothing is written or sent until step 4.

  1. Reads the guest listFrom the registration file or a list you upload
  2. Matches to the CRMExisting clients, their guests and new contacts
  3. Drafts follow-upsOne note per guest, based on the event topic
  4. A person approvesAdvisor reviewsEdits and approves
  5. Logs itGuests and follow-ups recorded in the CRM

What it reads and what it produces

Reads

  • The guest list
  • Your CRM contacts
  • The event topic and any approved materials

Produces

  • New contacts in the CRM, tagged with the event
  • Follow-up drafts in the advisor's drafts
  • Tasks for advisors to call warm leads

Rules it follows

  • Pauses on duplicatesIf a guest may already be in the CRM, it asks before creating a record.
  • Drafts, never sendsFollow-ups go to the advisor's drafts.

Questions firms ask

Last updated: October 2026

What if a guest is already a client?

It links them to the existing record and drafts a different note.

Will it change our CRM records without asking?

No. Every update is shown to a person first. Nothing is written until it is approved.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Marketing and referrals

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Marketing and social media reviewChecks posts, newsletters, presentations and web copy against your marketing policy and the SEC Marketing Rule before they go out.Referral source trackingRecords who referred each new prospect and shows which clients and partners send you business.Referral partner updatesDrafts regular updates to the CPAs and attorneys who refer clients, and reminds advisors who is due a call.Newsletter and commentary draftsDrafts the monthly newsletter and market notes from your team's points, ready for compliance review.Mailing list syncKeeps your newsletter list matched to the CRM, so former clients and opt-outs drop off and new clients are added.
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