Insurance Webinar Funnel Snapshot скачать в хорошем качестве

Insurance Webinar Funnel Snapshot

🚀 Webinar Funnel Add-On in Agent CRM In this training, we walk through the Webinar Funnel Add-On inside Agent CRM—what’s included, how to import it, how to customize it, and how to launch it so you can nurture colder leads, build authority, and turn attention into booked calls. Important note: Agent CRM provides the bones, structure, automation, and pages for the webinar funnel—but you provide the webinar content/video itself. We’ll show you how the system works, where to plug in your webinar, how the emails and pages connect, and how to configure the custom values so the funnel feels tailored to your product. ⏱️ Timestamps 0:00 – What the Webinar Funnel Add-On is (and what it includes) 1:24 – Registration page overview 3:07 – Where to find it: Click & Play Assets → Add-Ons → Webinar Funnel 4:08 – English + Spanish versions included 4:23 – Reviewing/editing the invitation emails 8:32 – The trigger tag: webinar invite 9:13 – Add SMS if you want (use carefully depending on lead warmth / A2P) 10:40 – Post-webinar follow-up sequence if they don’t book 11:44 – Editing the post-watch emails 13:20 – Appointment reminders + reschedule/cancel sequences 15:04 – Opening the editor + customizing registration page text 17:24 – SEO/social share preview settings 18:25 – Step 2: The Webinar Page (hosted video + calendar) 19:16 – Previewing your work before sending it live 20:08 – Uploading your webinar video 21:31 – Webinar-specific calendar at the bottom of the page 22:36 – Settings → Custom Values for webinar setup 24:42 – Sites → Webinar Funnel → Settings to select the domain 25:40 – Final live registration page URL 26:34 – What the user flow looks like (register → watch → book) 26:48 – Final encouragement + support options ✅ What You’ll Learn How the Webinar Funnel Add-On is structured inside Agent CRM How to import the add-on from Click & Play Assets What the included assets do: Invitation emails Post-webinar follow-up emails Registration page Webinar page Webinar-specific calendar How to customize the messaging for your product and tone How to add a hosted webinar video and optimize its viewing settings How to configure the custom values that make the whole funnel work smoothly How to assign a domain and go live with your webinar registration page 📌 Included in the Webinar Funnel Add-On Registration funnel page Hosted webinar page Invitation email sequence Post-webinar follow-up sequence Appointment reminders / supporting workflows English + Spanish versions Custom values for quick product-level personalization ⚠️ Important Notes / Best Practices Agent CRM gives you the framework—you still need to provide the webinar video/content The email copy is generic on purpose so it can work across products You should personalize: Insurance product language Headlines / CTA copy Subject lines Your photo / branding touches Don’t overload the registration form with too many questions—more friction = fewer opt-ins Use SMS carefully: Great for fresh/warm leads Risky for aged leads if you care about A2P / opt-outs 🔧 Required Setup Steps After Import Import the Webinar Funnel from Click & Play Assets Review and edit the email sequences Upload your webinar video to the webinar page Configure the webinar-specific calendar Update Custom Values: Webinar Insurance Product Webinar Page Webinar Registration Page Connect/select a domain under the funnel settings Test the entire flow yourself before sending traffic 🎯 Ideal Use Cases Aged lead nurturing Warm lead education Medicare / annuity / product explanation funnels Trust-building with leads who aren’t ready to book yet Re-engaging leads with a more value-driven CTA than “book now”