Financial Seminar Backend Training
Fulfillment
Final Pre-Launch Checklist
The client account is ready to launch only after every item below has been confirmed.
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HighLevel account
All client intake information has been received
The snapshot loaded correctly
All custom values have been updated
No placeholder text remains
The knowledge base has been renamed
All existing FAQs have been updated
One FAQ has been added for each active seminar
The personal review FAQ has been added
Workflow 8 contains the correct upcoming seminar dates
The registration page URL is correct
Registration and campaign assets
All hidden form fields exist
All hidden form fields are mapped correctly
URL pre-population is enabled
A parameterized URL has been created for every seminar
A short link has been created for every seminar
PNG and SVG QR codes have been created for every seminar
QR codes have been tested on an iPhone
QR codes have been tested on an Android phone
Registration testing
A test registration has been submitted for every event
All custom fields populated correctly
Confirmation SMS messages were received
Confirmation emails were received
Opportunities were created in the correct pipeline stage
Registration tags were applied
Internal advisor notifications were received
Test contacts were deleted
Advisor handoff
An iPad Smart List was created for every event
The advisor received the QR code files
The advisor received the event-night check-in instructions
The advisor's booking link was tested
Ongoing maintenance reminders have been added to the calendar
CloseBot
The HighLevel sub-account has been connected as a CloseBot source
The source is attached to the Financial Seminar master Job Flow
All CloseBot source variables have been completed
The advisor-specific CloseBot knowledge document has been created
The correct knowledge document is attached to the source
SMS is enabled in the source filters
ai off is excluded in the source filters
Seminar - Stop Nurture is excluded
All seminar statuses have been tested
Financial compliance deflection has been tested
Missing-information behavior has been tested
Overlapping tags have been tested
Duplicate HighLevel and CloseBot responses have been ruled out
The correct advisor booking link has been verified
Stop Nurture produces no CloseBot response
The CloseBot Job Flow has been published