Financial Seminar Backend Training

Reference

System Map

Every moving piece on one page: how an account is built, how a registrant enters, and how their status advances.

The system map

  1. 1Financial Advisor Purchases SaaS Account
  2. 2Sub-Account Created from Snapshot
  3. 3Advisor Information Customized
  4. 4Seminar Events Added
  5. 5Registration Links and QR Codes Created
  6. 6HighLevel Workflows Activated
  7. 7Sub-Account Connected to CloseBot
  8. 8Leads Register and Receive Nurture
  9. 9Advisor Tracks Attendance and Appointments

GoHighLevel responsibilities

  • Registration forms
  • Event fields
  • Tags
  • Pipelines
  • Scheduled SMS and email
  • RSVP processing
  • Attendance processing
  • No-show and cancellation nurture
  • Advisor appointment tracking
  • Stop-nurture actions

CloseBot responsibilities

  • Answering natural-language SMS replies
  • Event logistics questions
  • RSVP hesitation questions
  • Future event questions
  • Post-seminar follow-up questions
  • Compliance deflection
  • Sharing the advisor booking link when permitted
  • Escalating questions when information is unavailable

Registration flow

  1. 1QR Code or Advertisement
  2. 2Seminar Landing Page
  3. 3Visitor Selects an Event
  4. 4Parameterized Registration URL
  5. 5Registration Form
  6. 6Hidden Event Fields Populate
  7. 7Contact Record Created or Updated
  8. 8Seminar - Registered Tag Applied
  9. 9Opportunity Created
  10. 10Confirmation SMS and Email Sent
  11. 11Advisor Receives Internal Notification

Status timeline

  1. Registered

    The lead submitted the registration form. Confirmations sent, opportunity created, reminders scheduled.

  2. RSVP Confirmed

    The lead confirmed attendance. Logistics reminders continue; no appointment pitch.

  3. RSVP Maybe

    The lead is undecided. Warm, low-pressure follow-up focused on removing obstacles.

  4. RSVP Declined

    The lead will not attend this event. Offer a future seminar or a direct advisor appointment.

  5. Canceled

    The lead canceled after confirming. Offer another date, then the direct booking option.

  6. No Show

    Marked after the event. Warm, nonjudgmental follow-up with future dates and the booking link.

  7. Attended Did Not Book

    The lead attended but did not schedule. Follow-up questions answered; personal review offered naturally.

  8. Advisor Booked

    A personal review is scheduled. Preparation support only — no additional pitch.

  9. Stop Nurture

    All outbound nurture ends and CloseBot does not respond.

Need the detail behind any step? Start with Module 1.