Module 2 of 12
What the Snapshot Includes
The reusable Financial Seminar Backend structure that ships with every new sub-account.
Module 2 — Everything That Comes With the Snapshot
Video placeholder · 7–9 minutes · embed a Loom or YouTube link here
What to show on screen
- The Financial Seminar Journey pipeline with all 13 stages
- The custom fields list filtered to seminar fields
- The tag list showing the ten seminar tags
- Custom values with placeholder text still in them
- The workflow folder and the registration funnel
Included in every sub-account
Pipeline
Financial Seminar Journey with 13 stages covering registration through advisor booking and stop nurture.
Custom Fields
24 contact custom fields, including the hidden event fields populated by URL parameters.
Tags
10 seminar tags that represent the lead's current status and drive CloseBot behavior.
Custom Values
8 custom values holding advisor, firm, booking and compliance details used across every message.
Workflows
6 primary workflows covering registration, RSVP, reminders, attendance, no-show, cancellation, advisor booking and stop nurture.
Knowledge Base
A HighLevel knowledge base with the seminar and firm information used by automated responses.
Registration Funnel
A seminar landing page and registration form wired to hidden event fields.
Smart Lists
Event-night attendance Smart Lists used by the advisor on an iPad to check guests in.
The snapshot is structure, not content. Every workflow, field and message is designed to read from custom values and event fields, which is exactly why the same snapshot supports every advisor and every seminar date without rebuilding automation.
Never launch a live advisor account with placeholder information.
Placeholder custom values will appear inside real SMS and email messages sent to real registrants. Every placeholder must be replaced and verified before the account is activated.
The eight custom values (Settings → Custom Values)
| Custom value | What to enter |
|---|---|
| Firm Name | The firm's exact legal name. |
| Advisor Name | The primary advisor's full name and approved credentials, e.g. John A. Smith, CFP. |
| Advisor Phone | The advisor's direct phone number including area code. |
| Advisor Booking URL | The full booking link. Open it and confirm it loads the correct calendar. |
| Firm Email | The reply-to address. Send a test message to confirm it works. |
| Default Seminar Description | The advisor-approved two-sentence seminar description. |
| Escalation Phone | The phone number for the human escalation or compliance contact. |
| Compliance Email | The compliance contact's email address. |
Where to verify each snapshot asset
| Asset | Location | Expected |
|---|---|---|
| Pipeline | Opportunities → Pipelines | Financial Seminar Journey with 13 stages |
| Custom fields | Contacts → Open Any Contact → Custom Fields | 24 fields visible |
| Tags | Settings → Tags | 10 tags exist |
| Custom values | Settings → Custom Values | 8 values, still containing placeholders |
| Knowledge base | Knowledge Base | Seminar and advisor document exists |
| Workflows | Automation → Workflows | 6 workflows, each Draft or Published |
If anything is missing, stop
Do not continue the setup with a partially loaded snapshot. Contact the account manager before changing anything in the account.
Custom values — before customization
- Business Name — {{ firm name placeholder }}
- Advisor Name — {{ advisor name placeholder }}
- Advisor Phone — {{ phone placeholder }}
- Advisor Booking URL — {{ booking link placeholder }}
- Firm Email — {{ firm email placeholder }}
- Escalation Phone — {{ escalation placeholder }}
- Compliance Email — {{ compliance placeholder }}
- Seminar Description — {{ seminar description placeholder }}
Example view — actual account may vary.