Internal Training Portal
Financial Seminar Backend Training
How GoHighLevel and CloseBot work together to register, nurture and convert seminar leads across every advisor sub-account.
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The twelve modules
Work through them in order the first time. After that, use them as reference during each new advisor build.
What the Snapshot Includes
The reusable Financial Seminar Backend structure that ships with every new sub-account.
Collecting and Reviewing Client Intake Information
The client-specific information that must be collected and reviewed before any sub-account customization begins.
How to Add the Client's Information to HighLevel
Use the completed intake form to customize the client's HighLevel sub-account with their business information, contact details, logo, URLs and advisor-specific settings.
Do Not Skip: Complete Domain, Email Sending & A2P Setup
This is one of the most important setup videos in the entire training. Complete these steps before launching emails, text messages, registration campaigns or automated follow-up.
Customize the Seminar and Advisor Knowledge Base
Replace the snapshot placeholders with the advisor's approved seminar information, event details, booking instructions, and compliance-safe responses.
Update Workflow 8 With Current Seminar Events
Replace the manually entered event details inside the No Show/Canceled workflow so contacts receive accurate seminar dates, venues, and registration links.
Build and Configure the Seminar Performance Dashboard
Duplicate the master reporting dashboard into each advisor sub-account, reconnect client-specific data, and verify that every performance widget is working correctly.
Updating Registration Pages with Custom Values
Customize each advisor's seminar registration page so the correct event details, branding, contact information, and compliance content appear throughout the funnel and follow-up messages.
Creating and Connecting Event-Specific Registration Forms
Duplicate the registration form for each active seminar, connect the correct form to each event popup, and make sure every registrant is tied to the right seminar date.
Customize the Registration Workflow for Each Seminar Date
Duplicate the registration intake workflow for each active seminar, connect it to the correct event form, and verify every action before publishing.
Create and Test the Seminar Registration QR Code
Connect the final seminar funnel URL to a QR code, test it across devices, and deliver the approved file for the advisor's marketing.
Client-Facing Demonstration
What the advisor experiences, described without any technical detail.