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Event CRM Assistant | Martechva

Event CRM Assistant


Your product or service relies on organising regular preview events or free trials. As part of the marketing funnel, you need to build/maintain landing pages, setup email sequences, set up reminder SMS/texting, track registrations and attendance, process payments, refund payments and other admin work that stresses you out. You need an Event CRM Assistant that can handle technical aspects of running the event, so you can focus on what matters.


  1. Build and maintain landing pages
    1. change dates, time, venue
    2. change images, testimonials, prices
    3. integrate with CRM, or do minor HTML/CSS touchup
    4. integrate with payment systems
  2. Setup email sequences and automated SMS reminders
  3. Chasing outstanding payments, process refunds
  4. Extracting Registrations for attendance taking
  5. Updating attendance to CRM for follow up automation
  6. Send broadcast emails for new events
  7. Setup upsell programs for backend high ticket products

Software & Expertise

  1. CRM systems like ActiveCampaign, Infusionsoft/KEAP, HubSpot, SharpSpring, SalesForce, etc.
  2. Landing Page software like Instapages, leadpages, Clickfunnels, EventBrite
  3. Email Software like Drip, ConvertKit, ActiveCampaign, Infusionsoft
  4. Payment systems like STRIPE, ThriveCarts, SamCarts, Paypal, WooCommerce
  5. Expert with EXCEL and GoogleSheets

Get Started with MartechVA.com

  • Fill up the form to help us better understand your needs, and and get 1 hour Task for FREE.