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You'll get 7 days free with the Starter plan
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Submit a workshop campaign request
No-cost to submit
Provide your venue and event information, your bio, and your preferences for target audience. You must be an account holder to submit a workshop.
Provide payment for workshop marketing
$400/campaign
For Starter plans, provide a payment for all workshop campaigns. Standard plan users, provide payment only if this is your 5th or more campaign for the month.
Select and remit ad buy payment
Ranges from $1,500-$6,000+
Select how much your ad buy will be for this workshop.
Assoc. of Financial Consultants
$200 Annual Membership
Get discounted mail rates by being an AFC member. Renews annually.
Register your phone number
Complimentary service
If you want a verified phone number to avoid spam blocking, you first have to register it with phone carriers. We're happy to help.
Get marketing assistance or advice
Starting at $99/hour
Are you a DIYer and simply want tips and best practices? Consultants are available to guide you in your marketing efforts.
Marketing materials and office supplies
View available products
From pens to banners, we fuel you with the materials you need for workshops and appointments.
Generate leads right into your CRM
Coming soon
Leads sourced from digital, mail, and radio. Leads are targeted, verified, and exclusive to you.
Coaching sessions for you or your team
Coming soon
Personalized mentorship and coaching with industry experts and leaders.
Let's build your custom drip funnel
Starting at $400
Want us to build a custom funnel for calendars, appointments, webinars, workshops, or something else?
WAVV Power Dialer
Ever called 3 people at the same time? It's pretty sweet. Welcome to WAVV Power Dialer. We've integrated WAVV to bring 3 pricing options (Sold Separately). Check out WAVV plans in your LeadShop side menu.
Frequently Asked Questions
Q:
How does the multi-line dialer work?
The multi-line dialer calls up to 3 contacts at once. The first contact to answer is the one you'll speak with, while the other contacts will continue to ring. If the other contacts answer, they'll be given a message stating that you're on the other line. This dialer saves a significant amount of time, by tripling the speed of a dial session.
Q:
What other features does WAVV's subscription include?
Listen to Spotify playlists while you dial (beta), add additional phone numbers, upload callback and voicemail messages, download the app onto your phone, track call-time, and more.
Start your free trial today
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'.
FAQ
What is workshop marketing?
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.
How does the pay/workshop option work?
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.
Which plan could be best for me?
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.
How effective is workshop marketing?
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.
What if I don't know how to do workshops?
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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