Our comprehensive Workshop Assistant™ handles every aspect of your workshop experience, from initial promotion to final follow-up, letting you focus on what you do best - educating your prospects.
Creating a unique landing page where prospects can select a workshop location, date and time that works for them
Attracting qualified prospects using direct mail and social media marketing
Sending confirmation emails/texts when prospects sign up
Sending reminder emails/texts the day before the workshop
Creating an online check-in form so you know who attended and who missed your workshops
Automatically sending "thank-you" emails to the prospects who attend with a link to self-schedule a one-on-one consultation with you
Automatically sending "Sorry we missed you" emails to the prospects who signed up but didn't attend, giving them a link to self-schedule a one-on-one consultation with you
Enrolling prospects in a monthly email newsletter that comes from you, helping you stay top-of-mind with your prospects and clients so they think of you first when they need help with Medicare or some other retirement related solution
Expanded functionality is coming soon that will make hosting your educational workshops and growing your business even easier! Sign-up today for our free newsletter and get notified as new features come online.
