Fill a workshop, follow up with every attendee and bring them back

A workshop is a moment, not a business. The follow-up is what turns attendees into repeat customers.

Fill a workshop, follow up with every attendee and bring them back. A YuktiBOS use case.

The problem

What goes wrong without a system.

Training and workshop businesses live on repeat sessions, team passes and referrals. But the sign-up form lives on one tool, attendee emails on another and the follow-up on a third, so nothing is sent after the day.

How YuktiBOS handles it

5 steps, with a person at every decision.

  1. Capture sign-ups in the CRMA website form creates the contact, logs the form and can register the person for a named event, such as a workshop or webinar.
  2. Deliver the materialsAttach a lead magnet to the form so attendees get a resource, and their click shows real interest.
  3. Follow up in a sequenceSend a thank-you, wait, check whether they engaged, and create a task for a person to call the warm ones.
  4. Reach people where they areUse WhatsApp or SMS for reminders and replies with consent, quiet hours and a stop that always works.
  5. Plan the next rungUse the Offer tool to design what comes after the first session: repeat sessions, team or season passes and a community.

Features and tools used

What is behind each step.

Clients and CRM

Every client and every lead, and where each one stands.

Email, sequences and lead magnets

One email engine with the rules built in.

Social inbox, WhatsApp and SMS

Messages and comments land in one place. Nothing reaches the CRM until a person says so.

Strategy: Market, Offer and Pricing

From a market to an offer to a price, with the riskiest guesses tested cheaply.

Free tools that help here

Questions people ask

Can I run an event with its own sign-up list?

Yes. A form can pass an event, and the person is registered for it in the CRM.

Is WhatsApp on by default?

No. Each channel is off until you switch it on and add the provider's keys.

Related use cases

Want this running on your business?

Tell us what you do and what you would like off your plate. We will say what exists, what is half built and what is not started.