Five stops. One speaker record. Every account handed to sales.
Roadshows, roundtables and city tours with the same speakers and content carried from stop to stop. Every account in every room lands in your CRM with what they heard, and the follow-up goes out before the next flight.
SPEAKER CRM · CONTENT REUSE
Book the speaker once. Run the series from their record.
The speakers who drew the room at the flagship are already on the Speaker CRM with their sessions, ratings and clips. Pull them into the series, reuse the session and the slides at each stop, and keep one task list per speaker across the whole route.
- Speaker CRM
- Content reused across stops
- Speaker portals
- Coordinator agent
GROWSSpeaker reuse and faster launches
ACCOUNTS IN THE ROOM
Every stop writes the accounts it reached to your CRM.
Registrations, check-ins and questions from each room land on one profile per person and roll up to the account. HubSpot and Salesforce get them as properties, timeline events and lists the account owner can act on the same day.
- Accounts in the room
- HubSpot
- Salesforce
- Session & speaker embeds
- Check-in
GROWSPipeline from target accounts
DISPATCH
The follow-up is packaged before the room empties.
Dispatch builds the sales kit for each account owner from the session they attended: the recap, the clip, the quote, the next step. Approve once and it goes out through email, Slack and your CRM. Pathways shows which stops turned into opportunities.
- Dispatch follow-up
- Clips & quotes
- Email & SMS
- Slack & CRM
- Pathways
GROWSOpportunities traced to the series
A week back per event, spent on the next one.
Questions, answered
We run the series out of HubSpot or Salesforce.
Keep it. Sessionboard adds what each account did at each stop and writes it back as properties, timeline events and lists.
Can one speaker run different sessions per city?
Yes. Sessions are records too; reuse one or vary it per stop, and the clips stay attributed to the right one.
Is this video streaming?
No. Capture works from the room or your webinar platform; streaming stays with your vendor.