Everything between the ad and the appointment, in one account you control — no bundle, no gatekeeping, no weekly PDF.
Registrations, confirmations, and seats filled — live, pacing against your goal, for every session of every campaign. The incumbents' most-loved feature is a bundled service you can't buy standalone; here it's just the product.
Email and SMS sequences that send exactly once, on time, per guest and per session — enforced by an idempotency ledger, not hope. Replies are captured (“C to confirm”, “R to reschedule”) and update the roster automatically.
A daily, prioritized list of who to call — unconfirmed households first, with notes and outcomes logged in place. Built from the same live roster the dashboard runs on, so the list is never stale.
Check guests in from a phone or tablet. The roster becomes the verified attendance record — the basis for performance billing and for the follow-up sequences that fire the next morning.
Spend, registrations, attendance, appointments, clients — one screen per campaign, with cost per registrant, per attendee, and per appointment computed for you. Outcome tracking continues after the event, where legacy vendors stop.
Not every prospect wants dinner with strangers — plenty just want an hour with an advisor. Every account gets a direct booking page with confirmations, reminders, and calendar invites; a Social Security claiming-age analyzer that ends in a booked meeting; and automated re-invitations to past registrants who never converted.
An AI screen tuned to FINRA 2210 and the SEC Marketing Rule reviews ad copy and landing pages before broker-dealer submission — flagging promissory language, missing disclosures, and non-educational framing while changes are still cheap.
Running mail with an incumbent? Import their registrant exports and run reminders, calls, check-in, and follow-up here. Switch the whole funnel on your timeline, not a contract date.
Every lead, call note, and outcome is yours — exportable at any time, in your account, under your brand. No proprietary platform holding your pipeline hostage, and no vendor brand between you and your prospects.
Walk through the platform live — with your next event as the example.
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