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Use CRM features and tools, and when ready, get started with workshop marketing on a pay-per-campaign basis; built for the agent/advisor breaking into workshop marketing.
Starter
Use CRM features and tools, and when ready, get started with workshop marketing on a pay-per-campaign basis; built for the agent/advisor breaking into workshop marketing.
7-Day Free Trial*
$99
/month
1 Rep
Advanced CRM w/ AI integrations
Pay/workshop option ($400/campaign)
Two-way calendar
Producer/Advisor credibility website
SMS & email client drip campaigns
Reputation management
Social media integrations
Priority lead managing tools & pipelines
Power-dialer integration (sold separately)
Pay-per-use messaging (view below)
Reports & analytics
Standard
Same features from the Starter plan, but save yourself campaign money as you're warming up to workshops.
Best Value
Upgrade to
$1,099
/month
1 Rep
Everything in Starter+
Up to 4 workshops/month
Pay/workshop option for 5+ workshops
Exclusive workshop leads
4-touchpoints registration verification
Priority email & chat support
Live virtual workshop training
Monthly planning & marketing strategizing
Q&A calls & coaching w/ industry leaders
Access to LeadShop Community
Credibility pages for all reps
Enterprise
Bring your agency (up to 8 reps) into LeadShop with the ability to run up to 25 workshops in a month for your team.
Upgrade to
$4,999
/month
Up to 8 Reps
Everything in Standard+
Up to 25 workshops/month
Pay/workshop option for 26+ workshops
Live virtual workshop training
Monthly planning & marketing strategizing
Q&A calls & coaching w/ industry leaders
Access to LeadShop Community
Credibility pages for all reps
*Free Trial Terms: Pay-per-use messaging rates apply. Learn more under 'Pricing'.
Nurture leads using Soft Phone, SMS, & Email
When you sign up for LeadShop, you are automatically given $10 of credits to use for SMS and email messaging. $10 will give you about 1204 texts or about 14,105 emails. There are pay-per-use messaging fees associated with using the messaging, but it is often minimal. The cost depends on you and how often you use it, as well as the size of the message.
The rates are based off of segment size. A segment is 160 characters. More than 160 characters will count as 2 segments. International rates may apply. We do not offer any discounts for bulk messaging. All rates are in USD.
SMS Rate Breakdown
Outgoing SMS Messaging - $0.0083 per segment
Inbound SMS Messaging - $0.0075 per segment
Picture Messages: Inbound - $0.02 per photo
Picture Messages: Outbound - $0.02 per photo
Email Rate Breakdown
Outbound/Inbound Emails - $0.000709
We pride ourselves on going through the A2P Registration process for every phone number. Many companies leave their customers to navigate the process alone, while we'll assist you and even do it for you. Phone numbers may include additional monthly charges of $1.21-$2.50 depending on area code and toll-free status.
Many customers use the built-in soft phone to reach clients. All call rates are in USD per minute, rounded up to the nearest minute. No discounts are provided. $10 will give you about 680 outbound calls or 1125 inbound calls. Power dialing plans are available through ourFull Width WAVV integration, plans sold separately.
Call Rate Breakdown
Local Outbound Calling - $0.0147 per minute
Local Inbound Calling - $0.0089 per minute
Not sure which plan to choose?
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FAQ
LeadShop Premium is our premier CRM plan. It's designed to give you access to a broad scope of marketing and lead management tools, optimizing your business and saving you needed time with automations.
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.
Yes, you can run workshops/seminars with LeadShop Premium. We offer pay-per-workshop options ($400/campaign), giving you additional marketing tools to attract leads, book more appointments, and close more business.
If you want to call and message your leads you can purchase a 10-digit phone. Pay-per-use rates apply (see above section).
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.
Learn all about workshops
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