TSIA Digitally Transformed Event Management into a Scalable, Personalized AI-Powered Experience

About TSIA

TSIA (Technology & Services Industry Association) runs high-stakes partner programs that include conferences, webinars, and sponsorships for busy executives and marketing teams. Each partner package is different, timelines are strict, and expectations for a polished, modern experience are high.

Industry: B2B Data Intelligence / SaaS

Company size: 1000 emp.

Location: US

Use Case: Scaled Onboarding Enterprise Onboarding

We really were looking for a way to streamline and create a self-service experience… and you guys are the only ones that allowed us to do that.

Chelsea Duran

Director of Partner Success

The Challenge

Chelsea Duran, who built and leads TSIA’s partner success motion, was tasked with doing the impossible: orchestrate dozens of concurrent partner projects, each with different deliverables and roles, without adding more headcount or drowning in spreadsheets and email. 📧
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Before EverAfter, every part of the partner journey ran through Chelsea’s inbox:
- Onboarding
- Conference deliverables
- Graphics and floor plans
- Webinars
- Speaker logistics
- Deadlines
- “Where do I find…?” questions
Partner personas ranged from junior coordinators to senior executives, all with overflowing inboxes.“We were doing a lot of our communications, our onboarding, our everything for conferences and webinars via email… and I’m dealing with people who are coordinators all the way up to VPs… emails get missed.”TSIA tried multiple tools:
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- Education platforms (good for training, bad for event workflows)
- Event platforms (great for logistics, no customer success layer)
- CS platforms (powerful but too technical for audience-facing experiences)
None could:
- Serve different personas in one experience
- Hide irrelevant pages based on contract
- Support highly detailed deadlines
- Integrate Salesforce + existing tools
- Reduce Chelsea’s operational load
The event partner program was growing, but the operations model was not scalable.

“Any of the things that we put in EverAfter we tend to not get questions about.”

The Solution

A Centralized, AI-Powered Partner Hub

EverAfter ingests structured contract data directly from Salesforce, specifically the Account, Opportunity, and Product Line Item objects, and auto‑composes a personalized partner workspace.

This isn’t a simple “conference vs. webinar” toggle. The portal interprets the full sponsorship configuration, including booth size, turnkey vs. raw space, speaking slot(s), sponsorship tier, and dozens of potential add‑ons, then assembles the exact pages, tasks, and deadlines that apply to that partner. In practice, each partner receives one journey permutation out of ~500 possible variations.

Conference entitlements dynamically surface a conference workspace with the right deliverables, timelines, and asset uploads, pre‑filtered to that package.
Only relevant modules appear based on entitlements, reducing noise and cognitive load.

No manual setup per partner, the experience is generated automatically within 3 minutes of contract close.

For conferences, where deadlines are rigid, this dynamic build turns long, stressful checklists into structured, digestible sections that match each sponsor’s exact package and timeline.‍

AI Agent: Weekly Personalized Progress Nudges

Before EverAfter:

Chelsea manually checked every partner’s progress
Wrote segmented emails
Repeated the process weekly

Now EverAfter’s AI Agent evaluates each partner’s deadlines and open activities against that partner’s unique journey permutation (one of ~500, pulling from Salesforce (Account, Opportunity, Product Line Items) and live portal activity, and then sends a weekly, actionable “Next Best Action” email that:

Summarizes what’s done since the last update
Lists what’s due this week (with dates), tailored to their configuration (e.g., booth size, turnkey/raw, speaking slot, add‑ons)
Calls out overdue items with clear steps to get back on track
Flags what’s coming next so they can prepare early
Includes deep links that open the exact task or upload in the portal

No manual segmentation, no copy‑pasting, just a concise, personalized nudge that moves each partner forward every week.

AI Expert: A 24/7 Event Specialist

To take even more pressure off the team’s inbox, TSIA is rolling out AI Experts that specialize in each even. Each event now gets its own AI Expert trained on:

FAQs
Planning Guides
Deadlines
Internal documents
Submission guidelines

Partners get instant answers to free-form questions like:

“Where do I upload graphics?”
“What’s the deadline for booth assets?”

“It’s basically an individual messages that we didn’t have to spend hours writing… but it’s applicable to them, covering the things they’re missing, the things they’ve done, and their next steps.”

ZoomInfo’s personalized, step-by-step onboarding timeline.

The Results: Fewer Emails, Faster Delivery, More Confident Partners

TSIA does not publish exact numbers, but the impact is undeniable.‍

Massive Time Savings

Onboarding generates in under an hour instead of days
AI Agents replace hours of manual reminders
Fewer email breakdowns and overlooked deadlines

Their inboxes are now reserved for strategic conversations, not logistics.‍

Higher Completion & Ongoing Engagement

Partners stay on track thanks to structured task sections
Personas inside the partner org know exactly what they need to do
Progress continues year-round, not just week 1

A Modern, Standout Experience Partners Love

When TSIA first showed the portal publicly: “Oh my gosh, what are you guys using? This is amazing.” Some partners even asked if they could use EverAfter for their own events, turning TSIA’s operations into a true differentiator.

A personalized checklist designed to guide and track every step of your ZoomInfo onboarding.

Key metrics

Hours → Minutes

Automated setup replaces days of manual onboarding prep.

Zero Manual Reminders

Automated nudges keep every partner on track.

Fewer Emails, More Confidence

Structured tasks and AI Experts reduce questions and misses.

“They feel empowered to take control of their own journey… and we can focus more on the strategic part of the relationship instead of answering everyday logistical questions.”

What’s Next?

TSIA is now expanding EverAfter into:

A new executive-level conference (built entirely on EverAfter)
Webinar partner experiences
An onboarding AI Expert
Enhanced ROI dashboards

What began as a way to escape email chaos has become TSIA’s scalable, AI-powered engine for partner success, one that delivers a premium, personalized experience at a scale that was never before possible.