Hey there! Free trials are available for the Basic plan. Start your free trial today.

WORKSHOP HUB

Request a workshop

View best practices, submission forms, and pricing.

Mail

Advertise using mail pieces targeted directly to households.

Cost per mail piece

$0.55

with AFC membership

28-day campaign submission notice

Response rate: 1-1.75%

Non-dinner show rate: 40-60%; dinner show rate: 50-70%

Mail proof review & approval

Ad buy $2,500 or less: 1 day events only; $3,000 or more: 1 or 2 day

Two-day event within 7 days

Access within mail campaign dashboard

Client targeting with radius, zip codes

Client targeting with exclusions/inclusions (homeowner, assets, etc)

4 verification touchpoints (SMS & Email)

Discounted mail rates with Nonprofit Status - $200/annually

Marketing Service Payment - $400 (Waived for Standard/Enterprise plans with 4 or less campaigns/month for Standard and 25 or less campaigns/month for Enterprise)

Example Cost Breakdown

For Starter Plan: $99/month (Plan) + $400/campaign (Marketing Fee) + $2,500/campaign (minimum Ad buy)

For Standard Plan (with 4 or less workshops/month): $1,099/month (Plan) + $2,500/campaign (minimum Ad buy)

For Enterprise Plan (with 25 or less workshops/month): $4,999/month (Plan) + $2,500/campaign (minimum Ad buy)

Digital

Advertise across zip codes and cities using social media.

Cost per registration

$25-$100

depending on market, venue & and workshop type

28-day campaign submission notice

Performs best in rural locations and/or dinner events

Non-dinner show rate: 40-60%; dinner show rate: 50-70%

Registrants automatically added to your LeadShop Smartlists

Ad buy $2,500 or less: 1 day events only; $3,000 or more: 1 or 2 day

Two-day event within 7 days

Access within LeadShop contacts list

Client targeting with radius, zip codes

Client targeting based on age, income percentile (Top 50% of HH)

4 verification touchpoints (SMS & Email)

Campaigns managed on Meta and/or Google

Marketing Service Payment - $400 (Waived for Standard/Enterprise plans with 4 or less campaigns/month for Standard and 25 or less campaigns/month for Enterprise)

Example Cost Breakdown

For Starter Plan: $99/month (Plan) + $400/campaign (Marketing Fee) + $1,500/campaign (minimum Ad buy)

For Standard Plan (with 4 or less workshops/month): $1,099/month (Plan) + $1,500/campaign (minimum Ad buy)

For Enterprise Plan (with 25 or less workshops/month): $4,999/month (Plan) + $1,500/campaign (minimum Ad buy)

*Ad results are not guaranteed, but are estimated based on previous campaign results.

**All ad spend, membership fees, and marketing payments are final and non-refundable.

***Note that credit card transaction fees are 3% of the ad buy and will be subtracted from the total ad buy with messaging and tele-direct fees.***

Request a workshop

Which type of campaign should I run?

Review the following points to determine whether a mail or digital campaign will best suit you.

Ultimately, the decision to use mail marketing over digital marketing—or vice versa—depends on factors such as target audience preferences, campaign objectives, budget constraints, and the nature of your workshop you're promoting.

Mail

Mail campaigns may work best for you if:

You want to target using income, assets, etc.

Using the 9356 NetWorth - Gold model, mail campaigns target attendees based on their financial assets, non-financial assets, and debts. The data is derived from consumer reported surveys and household reported information.

Some of the financial assets targeted may include the following:

  • Checking / savings accounts

  • Money market deposits and mutual funds

  • Call accounts at brokerages

  • Certificate of deposits

  • Stocks and bonds

  • IRAs

  • Thrifts (included if they have the option to borrow against or withdraw)

  • Pensions

  • Savings bond

  • Cash value of whole life insurance

  • Annuities with equity interest

  • Trusts and managed investment accounts with equity interest

You want to target using demographics and interests

Mail marketing platforms target based on factors such as demographics (age, gender, marital status) and interests. This level of targeting ensures that your message reaches a relevant audience, increasing the likelihood of engagement and conversion.

You want higher response rates

While digital marketing often has lower response rates due to saturation and competition, direct mail campaigns can sometimes yield higher response rates, particularly if the offer is compelling and well-targeted.

You want the attendees to receive tangible invitations

Some demographic groups, particularly older individuals, may prefer receiving physical mail over digital communications. If your target audience falls into this category, direct mail could be more effective in reaching them.

Physical mail can create a tangible presence in the recipient's home or office, potentially leading to a longer-lasting impression compared to a fleeting digital ad or email.

You want to avoid digital marketing competition

With the prevalence of digital marketing, physical mail may face less competition for attention in a recipient's mailbox or on social media feeds. In larger metropolitan areas, this can be a concern with digital. Mail could increase the likelihood of your message being noticed and remembered.

You want your brand to stand out

In some cases, receiving a well-designed and professionally printed piece of mail can convey a sense of credibility and legitimacy for your brand that digital marketing may not achieve.

Your compliance or regulation makes it more suitable

Depending on your industry and target audience, there may be legal or regulatory considerations that make direct mail a more suitable option for marketing communications.

Digital

Digital campaigns may work best for you if:

You want to target using demographics and interests

Digital marketing platforms target based on factors such as demographics (age, gender, marital status) and interests. This level of targeting ensures that your message reaches a relevant audience, increasing the likelihood of engagement and conversion.

You want greater reach

Digital marketing allows you to reach a larger and potentially more diverse audience. With digital marketing, for example, you can quickly send messages or show advertisements to hundreds or even thousands of recipients, whereas mail marketing is limited by geographical constraints and may have slower delivery times.

You want a longer campaign period

Digital marketing campaigns can be launched much more quickly than traditional mail campaigns, which often require time for printing, mailing, and delivery. This allows campaigns to run for a longer period should you schedule an event with only a 28-day notice.

You want real-time notifications

When guests register for your event, you'll receive SMS and email notifications with attendee information - in real-time. If you would like to turn these off, contact our support time at info@leadshop.org

You want an eco-friendly marketing approach

Digital marketing is generally more eco-friendly than traditional mail marketing since it eliminates the need for paper, ink, and transportation associated with physical mail. By opting for digital channels, businesses can reduce their carbon footprint and demonstrate a commitment to sustainability.

When should I host a

workshop?

How many attendees can my

ad spend get me?

*Ad results are not guaranteed, but are estimated based on previous campaign results.

Digital Media Examples

(Not exact advertisements)

FAQ

What is Benefits Center?

Benefits Center is one of our client-facing brand that is friendly, retirement focused, and attractive to retirees.

Why do some ads seem 'cringey'?

The audience we market to for your workshop is most receptive and responds more to these 'cringey' ads than the more professional, clean, and aesthetic ads we've ran. We've market-tested cringey ads versus professional ads, and every time, the cringey ads significantly outperformed.

What is the cost per acquisition/result (CPA)?

The cost per result depends on the type of workshop and whether or not a meal is provided. Of course, some markets are less competitive and CPA is lower, while other markets can be highly competitive, thus driving up the CPA. Note that providing a meal at your workshop may be more costly for you, but typically lowers the CPA.

Where do we run ads?

LeadShop runs ads across social media platforms. Some of these include Facebook and Instagram, with TikTok and Google ads being tested.

How long do we run ads for?

We run ads for 3-4 weeks prior to your seminar. We require that you give us at least a 4 weeks heads-up before your workshop to get your campaign set up.

What can I do for best campaign results?

Here are a few things you can do:

  • Give us adequate notice for your upcoming workshop. Providing us more than a 4-week notice allows us to schedule your campaign for a full 4-week run.

  • Schedule workshop on days/times when the community is available. We wouldn't recommend dates/times on holidays, or when the community/city may be hosting large events.

  • Confirm with the venue that other advisor's workshop/events aren't occurring at the same time and place as your workshop.

What ad content do we run?

We run both image and video ads. We've found that clients respond positively to both. In some markets, images are more successful than video, and vice versa.

How far out can I schedule workshop events?

Schedule workshop events as far out as 4 months. We like getting ahead just as much as you do!

I haven't received an ad buy receipt, what should I do?

Email us at info@leadshop.org letting us know if you haven't received a receipt for your workshop ad buy. We'll resolve the issue with you.

Learn all about workshops

Copyright © 2023-2024 LeadShop LLC. All Rights Reserved.

This website is designed for financial professional use only. It should not be considered an advertisement for the provision of investment advisory services or for the sale of insurance products to retail investors.


Apple and the Apple logo are trademarks of Apple Inc. Mac App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google Inc.