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Seminars and Client Events for Consulting Firms
Client seminars and workshops at a professional services firm are usually organised by a partner's assistant with a spreadsheet and a calendar invite. A consultancy runs a half-day session on a regulatory change or a training workshop for client staff, invites its mailing list, and tracks RSVPs by reply mail. Speakers send their slides the night before. Ticketed workshops are harder still, because fees arrive by bank transfer and someone has to match each transfer to a name before the GST invoice and the participation certificate can be issued.
Industry Solution
Professional Services
Feature
Events
Why Professional Services teams run Events in OneYukti
OneYukti's Events app puts the seminar on its own page, with the agenda, speaker profiles and a registration form. For a ticketed workshop, online ticketing takes payment at registration and supports early bird rates, discount codes for existing clients and group tickets when a client sends several people. Registrations are tracked in one attendee list. On the day, badges are printed from that list and delegates are checked in by QR code at the conference room door.
Firms that host a larger annual conference can use the call for papers function. Outside speakers submit proposals, partners review them through a workflow, and accepted talks are scheduled into sessions and tracks. For clients in other cities the same event can run as a hybrid with live streaming. Participation certificates are issued automatically, which matters for workshops where delegates need proof of attendance for their employer or a professional body.
The managing partner can see sales and attendance in the analytics while registrations are still open, and decide whether to book the larger hall. Session popularity and survey results show which topics clients valued. Each delegate becomes a contact in the CRM app, carrying an engagement history and a lead score, and the high-intent ones can be sent into the sales pipeline. The firm ends the seminar with a list of people to call where it used to have a stack of visiting cards.
Professional Services challenges that Events solves
Common problems in professional services operations that Events in Yukti addresses
Challenge 1
Seminar RSVPs are tracked by reply mail in a spreadsheet kept by a partner's assistant
Challenge 2
Workshop fees arrive by bank transfer and have to be matched to delegate names by hand
Challenge 3
After the seminar, attendee details stay on a sign-in sheet and never reach the people who follow up
How Events in Yukti helps Professional Services
What professional services organizations using Yukti get from the app
Benefit 1
Online ticketing takes workshop fees at registration, with early bird rates, discount codes and group tickets
Benefit 2
Call for papers manages speaker proposals, review, session scheduling and tracks for an annual conference
Benefit 3
Attendees become CRM contacts with engagement history and lead scores for partners to follow up