How it works

Seven steps from recruiting leads to booked appointments

The entire funnel lives in one place — so nothing falls through the cracks between your marketing vendor, front desk, and calendar. And for prospects who would never attend a seminar, there's a dedicated path designed specifically for them.

01

Launch the campaign

Topic, venue, sessions, seat goal — the event builder turns it into a fast, mobile-first registration page with UTM and pixel tracking wired in. The AI compliance pre-check screens your creative against FINRA 2210 before it ever reaches your broker-dealer, and the launch gate refuses to go live until disclosures, capacity math, and approvals are actually in place.

  • Registration page live in minutes
  • Mailer QR codes + RSVP code gate for direct mail
  • Meta campaigns pushed paused — nothing spends until you approve
02

Fill the seats

Every registrant gets an instant confirmation, then email and SMS reminders timed to the event — sent exactly once per guest per session, never duplicated. Replies like “C to confirm” are captured automatically and update the roster in real time.

  • Instant confirmation, email + text
  • Idempotent reminder sequences
  • Two-way SMS with reply capture
03

Confirm by phone

Anyone still unconfirmed as the event approaches lands on a prioritized call worklist — unconfirmed first, with the script context, notes, and outcomes logged against each household. Your team works a list, not a spreadsheet.

  • Daily prioritized call list
  • Outcomes logged per household
  • Waitlist and reschedule handling
04

Host the event

On event night, check guests in from a phone or tablet. The live dashboard shows seats filling in real time, and the check-in roster becomes the verified attendance record — the same record performance billing runs on.

  • Tablet check-in, no clipboards
  • Live fill dashboard during the campaign
  • Attendance verified at the door
05

Book the appointments

The morning after, attendees and no-shows get different sequences: attendees are pushed to book an appointment on your calendar, no-shows are invited to the next date. The part of the funnel where the money is — built in, not left to your front desk.

  • Attended vs. no-show branching
  • Booking link on every follow-up
  • No-show recovery to the next event
06

Measure everything

Spend (logged or synced from Meta) flows against registrations, attendance, and booked appointments, so every campaign reports cost per registrant, per attendee, and per appointment — and your next campaign starts from evidence.

  • Cost per appointment, computed
  • Campaign cockpit with pacing vs. goal
  • Outcomes tracked to clients and revenue
07

Catch the ones who skip the dinner

Registrants who never attend aren't lost — two weeks on, anyone who didn't convert is automatically invited to a one-on-one on your booking page instead. And prospects who'd never RSVP to a seminar can arrive through a Social Security claiming-age analyzer that ends in a booked meeting. Only meetings that actually happen ever bill.

  • Automatic re-invitation of no-shows and stale registrants
  • Direct booking page with reminders and calendar invites
  • Billed per held meeting — never per no-show

See it with your numbers in it.

A 20-minute walkthrough, on your seat goal and your budget.

Book a walkthrough