STEP 01Scan & consent
The attendee scans a QR code at check-in. That one scan captures their contact details and requires acceptance of data and privacy terms before anything else happens.
Why it matters to you: a compliant, consent-first entry point. Every text that follows is opt-in from the first moment — protecting your event, your brand and your attendees.
STEP 02Goals & challenges intake
Moments later they get a text: what are your goals for this conference, and what are you working through right now?
Why it matters to you: this personalizes everything that follows. Every recommendation, recap and final plan is built on what each attendee actually came to solve.
STEP 03Goal confirmation
The system texts back a clear summary of what it captured, so the attendee knows it understood them before the conference begins.
Why it matters to you: attendees trust a system that plays their goals back accurately. That trust is what makes them keep engaging all weekend — which is what makes your data real.
STEP 04Capturing notes, their way
Throughout the event they send notes however is fastest: a voice memo, a photo of a slide, or just typing.
Why it matters to you: no app switching, no "I'll write it down later." The insight is captured the moment it happens, in their own words, tied to the session that sparked it.
STEP 05Confirmation & stay-locked-in nudge
Each note is confirmed received, with a reminder to stay present with the speaker rather than managing notes.
Why it matters to you: your speakers keep the room's attention. The Companion is built to protect the live experience, not compete with it.
STEP 06End-of-day recap
At the end of each day, a recap text summarizing what the day's sessions covered.
Why it matters to you: retention is built in. Every attendee gets a daily summary they didn't have to write, and your content gets a second life every evening.
STEP 07Post-conference questions
After the event, attendees get a text with the questions you configured — feedback, reflection, or follow-up commitments. Your questions, your voice.
Why it matters to you: feedback arrives while the experience is still fresh, with response rates a survey link emailed a week later can't touch.
STEP 08Their plan, delivered
Each attendee receives a personal plan built from their own goals, challenges and every note they captured across the event. Their top priorities — prioritized, concrete, ready to run.
Why it matters to you: yours is the conference that sent every attendee home with a plan. That's the story they tell about you, and the reason they come back.
STEP 09And you saw all of it happen
While your attendees experienced a companion, you were watching the event from the inside — live, not three weeks later in a survey.
Why it matters to you: keep scrolling. This is the part nobody else can sell you.