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Let's clarify a crucial point – language holds significant importance in this industry, and we're not just talking about a "seminar." Seminars sound dull and lack audience engagement. They often give the impression of a sales pitch. The key to a successful workshop campaign lies in standing out and winning over prospects. Our events are workshops because they assure prospects that they will actively participate, taking notes, engaging, and, most importantly, scheduling appointments with you to earn their business.
When planning your marketing workshop, explore two avenues for finding qualified prospects: social media leads (Facebook, Instagram, YouTube) and traditional mailing. Social media can connect you with prospects new to the area or those with privacy restrictions against traditional solicitations. However, be cautious as the competitive nature of social media marketing may hinder your access to the ideal audience. On the other hand, mailing provides valuable data on income and asset classes but may suffer from outdated prospect datasets.
Workshops offer a time-efficient way to reach a pre-qualified audience with both the need and resources to purchase your products or services. Consider workshops as part of your initial prospect appointment, providing a warm lead with a captive audience for 45-60 minutes. Contrary to common belief, workshops should not be sales events but rather educational forums laying the groundwork for future one-on-one opportunities.
Remember, this is classic marketing, not a one-time sales pitch. Building familiarity through consistent marketing efforts over an extended period is crucial. Share videos about yourself, discuss your motivations, and tell sincere stories, avoiding overwhelming prospects with retirement calculations.
Your presentation should incorporate three main elements: Ethos (your credibility and character), Pathos (an emotional bond with your audience through engaging stories), and Logos (a logical and rational argument about the services you provide).
Regardless of your preparation, there are intricacies to learn through trial and error. Results may take time, with appointments, follow-up meetings, and issued business occurring over several weeks to months. Timing plays a crucial role.
Understanding that no effort is perfect, stay the course for the best long-term results. Your responsibilities include preparing and scheduling quality event venues, engaging with prospects, delivering a compelling presentation, and, most importantly, securing appointments and earning business. As your marketing vendor, LeadShop handles essential marketing aspects effectively, saving you needed time for you to spend elsewhere.
These resources are available to agents and advisors complementary of LeadShop. For questions, contact [email protected]
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FAQ
Workshop marketing is the ability to market to a specific audience and draw them to a venue, thereby educating them or presenting a product or service. It is commonly done at restaurants, libraries, community centers, senior centers, and other local venues.
Workshops can sometimes be a single day, or two days. LeadShop allows users to have a two-day workshop campaign, but the two days must be within 7 days of each other.
The pay/workshop option allows LeadShop users to pay a marketing service fee with their subscription plan and the ad buy to run a workshop campaign. Starter plans will use the pay/workshop option, paying $99/month, $400/campaign, and then a selected dollar amount for their ad buy. Standard plans will automatically get up to 4 workshops included with their $1099/month purchase, but will still purchase ad buy separately. If Standard plan users want more than 4 workshops in a month, they can purchase more using the pay/workshop option for the 5th, 6th workshop, and so on. The pay/workshop option is paid as a Marketing Fee and is applicable to only one workshop campaign.
If you're getting started with workshops, the Starter plan is right for you. This will allow you to save money while also learning the ropes. As you develop in your skillsets, you may do more workshops. If you're doing 2 workshop campaigns in a month, the Starter plan will be your most viable option. If you do 3 workshop campaigns in a month period, we recommend upgrading to the Standard plan, as this option will save you money. If you have a team or agency, the Enterprise option may work best for you.
Workshop marketing is a very effective and modern way to get yourself in front of an audience and sell yourself, your knowledge, or even a product or service. It tends to be a more productive use of time and lend higher ROI than cold-calling, door-knocking, and other sales methods.
If you are unsure how to do workshops, we recommend visiting annuityfundamentals.com, where you can access extensive training, masterclasses, and instructors fit to train you in workshops for insurance and financial products.
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