Post-Event Follow-Up & Survey

The problem this kills

You ran a great webinar or event. The room was warm, the chat was buzzing, hands were raised. Then the follow-up window - the few days when people actually remember you - slipped away while you wrestled with exports, mail-merge, and a survey tool that doesn't talk to your CRM. A week later you send one generic "thanks for coming" to everyone: the people who showed up, the people who didn't, and the person who literally asked for a demo. All the same email. The hot lead goes cold. The no-shows never get the recording. The feedback never gets summarized, so next quarter's event repeats the same mistakes.

The waste isn't the event - it's the silence right after it.

What you'll build

A small internal web tool, just for your team, that takes the messy reality of post-event follow-up and turns it into a calm, repeatable workflow:

• Import your attendee/registrant list (CSV - works today, no integrations required).
• Segment everyone automatically into attended, no-show, and hot lead - using rules you define in plain language.
• Match each segment to the right follow-up: the recording and recap for no-shows, the thank-you and demo offer for attendees, a fast hand-off for hot leads.
• Attach a feedback survey that lives on its own page, so responses flow back into the tool.
• Send through Resend - but only after an organizer reviews the content and the exact send list and clicks approve.
• Roll up the survey responses into a summary, which the organizer also approves before it's shared.
• Export a clean follow-up CSV and a results CSV in the exact columns your CRM or system expects.

What's inside the Implementation Plan

The plan is a complete runbook you paste into an AI coding agent (Claude Code), which then builds the tool with you step by step. The very first thing it does is interview you about your actual event process - your segments, your status labels, your typical and peak attendee counts, your approval rules, and your messy edge cases (the duplicate registrations, the "+1" guests, the people who attended on someone else's link). It reads a short tailored spec back to you and waits for your thumbs-up. So you get a tool shaped around your events, not a generic template you have to bend to fit.

Inside you'll find: the discovery interview, the data model, the segmentation rules engine, the per-segment approval gate, the survey pages, the response roll-up, and the CSV export - each step ending in a ready-to-paste prompt.

The governance it includes (this is the point)

This isn't a script that blasts email. It's built with the guardrails a real marketing-ops function needs:

• Login so only your team can open the tool.
• Row-level security so you only ever see your own organization's events and contacts.
• A complete audit trail - who segmented, who approved, what was sent, and when.
• A hard human approval gate - the AI drafts and proposes the send list, but nothing leaves until an organizer reviews and approves. The results summary is approved before it's shared, too.
• Duplicate guards keyed on email + event, so no one is ever mailed twice for the same event.
• Consent and unsubscribe respected on every send, with hot leads routed to sales instead of generic nurture.

Who it's for

Event and marketing operations people who run a genuinely good event and then send one late, generic "thanks" to everyone because the tooling between "event ended" and "follow-up sent" is broken. If that's you - and you've never written code - this plan is written for you.

You've got this. Paste the first prompt and let the agent interview you.