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The difference is you can now afford workshop marketing

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compared to other competitors*

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managed on average by users

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as the best value offered*

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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.


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*



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


Same features from the Starter plan, but save yourself campaign money as you're warming up to workshops.

Best Value

Upgrade to



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


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



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'.

New to LeadShop? Watch the demo and get special pricing!


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.


  1. Save nearly 60% compared to other competitors - not all competitors cost 60% more than LeadShop

  2. $0.55 per mailer provided at nonprofit mail rates - few competitors may offer lower pricing


Social impact


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