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.