Scaling events with digital precision
Client: Workshop for Retirements Work: Digital strategy, CRM integration, Marketing automation, Data platform, Customer journeys
We helped Workshop for Retirement transform their event management with an automated, scalable platform. What once took hours now takes minutes—cutting costs, reducing errors, and enabling the team to scale from 250 to 1,000 monthly events without adding staff.
Challenge
Workshop for Retirement (WFR) is a US-based organisation offering workshops and seminars that help individuals optimise their retirement. The company has grown rapidly in recent years, but event management, registrations, follow-ups and communication were handled largely manually. This created administrative bottlenecks, increased the risk of errors, and limited growth potential.
At the same time, WFR struggled with targeted communication. Their primary audience—seniors—often share devices and email addresses with a spouse, making personalisation both difficult and expensive. Combined with a growing number of events and 330 partners across the US, WFR needed a digital setup that could scale from 250 to 1,000 events per month while ensuring flexibility, efficiency, and relevance.
Solution
Building on WFR’s existing CRM, NexusOne designed a new digital infrastructure with full integration to relevant systems. At the core is the Bloomreach platform, ensuring that participants receive relevant, timely updates throughout their entire, often non-linear, event journey—whether rescheduling, speaker changes, or follow-up meetings.
Automated flows now handle registrations, updates, and cancellations, ensuring participants stay engaged. The solution also introduced e-commerce-inspired features like “similar events” and tailored recommendations, helping WFR drive cross- and upselling.
All inbound and outbound communication is now consolidated across channels—email, SMS, web, and ads. Enriched customer profiles combine personal data with external data sources, making it possible to deliver personalised messages and increase attendance rates. Organisers across the organisation can now set up, adjust, and manage events in a single, user-friendly system.
Result
The transformation has fundamentally strengthened WFR’s market position. The organisation is now seen as a flexible and innovative provider, recognised for precise and timely communication. Enriched profiles and real-time data have reduced human errors by up to 50%, increasing customer satisfaction.
Operational efficiency has improved dramatically: setting up an event now takes 5 minutes instead of 2 hours, and cancellations or changes that once took over an hour can now be managed instantly with automated updates. WFR estimates that the current team of 30 employees can scale from managing 250 to 1,000 monthly events without adding staff—enabled by a scalable system architecture built for growth.
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Reach out, we’re always up for a good idea!
Nina Hørlyk Langkilde
CCO & Partner
nina@nexusone.dk
+45 53 60 34 00
Villy Gravengaard
CEO & Partner
villy@nexusone.dk
+45 20 85 93 90
Jonas Brock
CTO, Partner
jonas@nexusone.dk
+45 51 39 30 50
