The first-time visitor follow-up
The connection card becomes a typed member record by Sunday.
A first-time visitor scribbles a name and half a phone number on a card during the announcements, and the card sits on a desk until Thursday. Six questions later in a conversation instead, a member record is waiting for the connections team before the visitor has left the parking lot: who they are, what brought them, and whether they would like a call. Free to start, live in five minutes.
You automate church visitor follow-up by putting a conversational agent in place of the paper connection card. It asks for a name, a way to reach them, and what brought them, one question at a time, types the answers into a member record, and delivers it to your team before the 48-hour window closes.
01 · They talk
What brought you to reach out today?
I visited last Sunday for the first time and I’m not totally sure what to do next
So glad you came. Would a call from our connections team work, or is email easier?
A call would be great, mornings work best for me
02 · It becomes a record
- full_name
- Maria Alvarez
- whats_bringing_them
- Visited last Sunday, first time, not sure what’s next
- how_they_heard
- A friend from work invited her
- interested_in_next_step
- Wants a call, mornings
typed · validated · deduped
03 · Your stack acts
- Connections team pinged
- Zap into Planning Center
- Or the same via Make
- Signed webhook at your endpoint