You’ll have access to a comprehensive platform that lets you create funnels, websites, automated messaging (email, SMS, voicemail), payment processing, sales pipelines, forms, surveys, calendars, reviews, and more. Plus, you'll benefit from hundreds of templates and detailed tutorials to help you every step of the way.

That's the promise. You can ditch Kajabi, Skool, Teachable, Wix, Squarespace, WordPress, ClickFunnels, Mailchimp, ActiveCampaign, Calendly, ManyChat, and countless others. The list is extensive, but the point is clear—we manage everything in one place.

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.

If you want to call and message your leads you can purchase a 10-digit phone. Pay-per-use rates apply (see above section).

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 get familiar with the CRM, you'll want to unlock new features within the Growth Plan like calendars, automations and funnel templates, or even build a community. And eventually, you'll want an AI Employee, available with the Professional plan.

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.