Seminar Confirmation Calls

Edited

Why Confirmation Calls Matter

After a prospect registers for a seminar, it’s essential to follow up with a confirmation call. This initial outreach serves several important purposes:


What to Communicate During the Call

When making your confirmation call, be sure to:

  • Introduce yourself as the host of the upcoming workshop

  • Confirm that their seat has been reserved

  • Express that you look forward to seeing them at the event

In addition, clearly explain the next steps in the confirmation process.


Why Setting Expectations Is Important

Letting registrants know what to expect (calls, emails, or mailed confirmations) is a key part of the process:

  1. Prepares them for follow-up communication
    They won’t be surprised by additional outreach.

  2. Builds credibility and reliability
    Following through on what you say reinforces trust and professionalism.


Logging Notes in Trailmap

After completing your confirmation call, you can add notes directly to the registrant’s profile in Trailmap.

This helps you:

  • Keep a record of the conversation

  • Track engagement and responsiveness

  • Ensure consistency across your team’s follow-up efforts


Best Practices

  • Use the script as a guide, not a strict set of rules

  • Keep your tone friendly, natural, and conversational

  • Focus on creating a positive and welcoming experience