CORE 02 / IN-PERSON SEMINARS
Build the entire seminar process?
In your abundant spare time.
Or start with a battle-tested seminar process: RSVP funnels, seat tracking, reminders and post-event booking follow-up. Bring your expertise, not a blank page.
THE ROOM IS JUST THE BEGINNING.
In Person Seminar Funnel
Pages + automation + your CRM. Working together.
Filling the room is half the job.
The conversations you start at an event go cold fast when follow-up depends on a stack of sign-in sheets. Atomic keeps the RSVPs, reminders and post-event booking in one place.
“You can’t be a secret agent. You have to be out there doing engagement, right? Even if it’s just an ice cream social, becoming known in the community is important.”
What you get
- Event landing page with RSVP form
- Confirmation, reminder and day of texts
- Post event booking sequence for attendees
- Seat counts and RSVPs tracked inside your CRM
Best for: Agents and agencies running Medicare or retirement seminars in their market.
SIDE EFFECTS MAY INCLUDE FREE TIME
Things you no longer have to babysit
- A clipboard of RSVPs that only you can read
- Reminder calls the night before
- The sign-in sheet that becomes a someday project
- Remembering who said “call me after the holidays”
How the chain reaction runs
- Book the roomStart where people already gather, and let the community know you before you ask.
- Publish the pageYour event page and RSVP form go live from Atomic, ready to share.
- RemindConfirmation, reminder and day-of texts go out automatically.
- TeachKeep the event educational. Save plan conversations for the appointment.
- Book the follow-upAttendees get your booking link while you’re still fresh in their mind.
Take the controls, or hand them to the crew
Open to every agent
DIY · $97/mo
You get the event page and RSVP templates, reminder and post-event sequences, seat tracking in the CRM and the training to run them.
Start with DIYTopflight agents only
Pro Concierge · + $597/mo
The concierge crew sets up and connects your seminar funnel and its automations for you. Topflight agents only.
How Pro Concierge worksQuestions about the seminar funnel
What does the seminar funnel include?
An event landing page with an RSVP form, confirmation, reminder and day-of texts, seat and RSVP tracking in your CRM, and a post-event booking sequence for attendees.
Do seminars have to be expensive?
No. Joanna’s advice is that there is no rule you have to serve lobster. Coffee and dessert feel less intimidating, and community rooms are often low cost.
Where should I hold events?
Joanna suggests going where other brokers are not, like car shows, craft fairs and back to school events, and becoming known in the community even with something as simple as an ice cream social.
Is the seminar funnel included in DIY?
Yes, as templates and sequences you set up yourself. Pro Concierge adds the done-for-you setup for Topflight agents.
LAST CHANCE TO KEEP DOING IT THE HARD WAY.
You read the whole page.
That’s basically pressing the button.
See the system working on the webinar, or compare plans and pick how much power you want to handle.