Insurance and financial services
EA Pinder III & Associates
- Website with booking from the platform built in
- Forms into the platform’s Intake queue
- SMS opt-in that meets carrier rules
- Website
- Ceety Platform
Events
Event management and follow-up for small business.
Run an event from sign-up to follow-up: QR check-in, every attendee a contact, follow-up texts that mention what they asked about, and a report for your sponsors.
Illustrative
Illustrative chart with made-up data: most attendees checked in by QR code at the door, then on the website, then recorded by staff. Illustrative data, not a client result.
The problem
The event is the easy part. The follow-up is where it counts.
- Paper sign-in sheets end up in a drawer.
- By the time someone types up the names, the conversation has gone cold.
- Sponsors want to know how it went, and nobody has the numbers.
Done for you, approved by you
How it works
- 01
Create
An event with its sponsors, location and times. It closes itself after the event.
- 02
Sign in
A public event page and sign-in form. Attendees scan a QR code at the door, sign in on the website, or staff record them.
- 03
Connect
Every attendee becomes a contact, linked to the event, with an Intake item for follow-up and the services they were interested in.
- 04
Follow up
Texts after the event, for example the next day, two days later, at 15 days and at month end, naming what they asked about, with a booking link to the person they met.
- 05
Report
Attendance, check-ins, follow-up results, and a recap for sponsors.
Compliant by design
Built in, not added later.
- Follow-up texts follow the same consent and STOP rules as every other message.
- Replies land in a post-event replies inbox, and the event’s owner is alerted, so a person follows up.
Plans
What’s included on which plan.
| Included | Essentials$199/month | Growth$399/month | Pro$799/month | CustomQuote |
|---|---|---|---|---|
| Events: event pages, QR check-in, attendee follow-up, reports | Add-on | Included | Included | Included |
| Ceety QR: branded dynamic QR codes with scan tracking, made for you | Included | Included | Included | Included |
The event center is something small businesses usually pay for separately. On Essentials it’s an add-on. Every plan starts with a free consultation, and staff users are unlimited on every plan. See every plan and price
Selected work
A related case.
One example from 500+ implementations. See more work
Questions
Frequently asked.
- How do attendees check in?
- By scanning a QR code at the door, by signing in on the website, or staff record them.
- Can we sell tickets or take payments?
- No. The event center covers sign-up, check-in, follow-up and reports. Ticket sales and payments at events aren’t part of it.
- Which plans include events?
- Growth, Pro and Custom. On Essentials, events are an add-on.
Tell us about your business.
Book a free consultation: a conversation about what you have and what you want. We’ll tell you honestly what you don’t need. Free, with no obligation.