Frequently Asked
Questions

The seminar and workshop format is strictly educational. You present relevant, valuable content your audience needs to understand. Interested attendees are invited to schedule a follow-up conversation at the end - it is never a room-closing event.

We support seminars, workshops, informational sessions, and small group presentations. Whether you are hosting a large community seminar or an intimate group workshop, the campaign infrastructure is the same: targeted ads, a registration page, and a full automated reminder sequence.

The program works best for professionals whose clients benefit from education before making a decision. Industries we serve include:

• Financial advisors and wealth management firms
• Insurance professionals (life, annuity, long-term care)
• Estate attorneys
• CPAs and tax advisors
• Mortgage professionals
• Real estate agents
• Medicare specialists
• HR and benefits advisors
• Business consultants

If your business depends on trust-based selling with an educational front end, this model applies.

No. There are no contract transfers, production requirements, or platform obligations. You run your business exactly as you do today. We run your seminar and workshop marketing campaign.

No. Everything is priced per campaign. There are no monthly retainers, platform fees, or long-term commitments. Each campaign is approved and priced independently.

Silver campaigns (1 event date) are currently $5,995 and Gold campaigns (2 event dates) are $11,995. White-label branding can be added to any campaign for an additional $999. Custom pricing is available for multi-market and enterprise programs.

All pricing is per campaign with no monthly fees or hidden platform costs. View full pricing.

Every campaign includes:

• Registration page build
• Meta ad setup and management
• Ad creative and copy
• SMS and email confirmations
• Full reminder automation sequence
• Registrant list delivery after the event

Nothing is billed separately. Ads, tech, and management are all included.

Silver campaigns include one event date and are ideal for first-time campaigns and new markets. Gold campaigns include two event dates with higher-intent targeting, ad retargeting, cross-date optimization, enhanced reminders, and performance reporting. Gold is designed for advisors ready to scale and fill more seats consistently.

The White-Label add-on ($999) brands the entire campaign under your identity. This includes your logo, headshot, and bio on the registration page, branded confirmation and reminder emails, and a presenter-first format that puts you front and center rather than Host a Workshop.

Apply for your market at hostaworkshop.com/book-a-workshop. Our team reviews your market for availability and campaign viability, then contacts you within one business day with next steps. There is no obligation until your market is approved and you are ready to move forward.

After market approval and payment, campaigns are typically built and launched within 7 to 10 business days. Timeline depends on how quickly we receive any required assets and on market availability. We contact you within one business day of booking to begin collecting everything we need.

We evaluate audience size, local demographics, venue availability, and overall campaign viability before scheduling anything. If a market does not qualify, we tell you directly and recommend a stronger option or alternative market.

After booking and market approval, we collect:

• Your event topic
• Preferred event date range
• Target audience details
• White-label assets if applicable (logo, headshot, bio)

We handle everything else from there.

Targeting varies by event topic and industry. For financial services campaigns, we typically target adults aged 50 to 70 within a defined radius of your event location who match income, homeownership, and interest profiles relevant to your topic. Targeting is refined throughout the campaign based on real-time performance data.

Campaigns run primarily on Meta (Facebook and Instagram). These platforms consistently deliver the best cost-per-registrant for seminar and workshop campaigns targeting the 50-plus demographic. Additional placements may be used depending on campaign scope and goals.

Yes. Only one campaign runs per defined market at a time. Market protection ensures your attendance quality is not diluted by competing events in the same area targeting the same audience.

The registration page is a clean, conversion-focused landing page built specifically for your event. It includes the event topic, date, location details, and a registration form. White-label campaigns also include your logo, headshot, and bio to put your brand front and center for prospective attendees.

Registrants immediately receive a confirmation email and SMS, then enter an automated reminder sequence:

• Confirmation email and SMS - immediately on signup
• Calendar invite with event details - 1 hour after registration
• SMS and email reminder - 7 days before the event
• 48-hour reminder with venue details - 2 days before the event
• Morning-of SMS reminder - day of event at 9:00 AM

The automated reminder sequence drives show rate through multiple email and SMS touchpoints in the days leading up to the event. Our average show rate across campaigns is 85%, compared to a 48% industry average.

Yes. You are responsible for selecting and booking your venue. We evaluate venue availability in your market during the qualification process, but the booking and any associated costs are on your end. Common choices include hotel meeting rooms, restaurant private dining rooms, and community event spaces.

You receive a clean registrant and attendee list the night of the event. This includes contact information for everyone who registered with attendance status noted. Your follow-up pipeline starts from that list.

Campaigns are structured to be educational and compliance-friendly. Ad creative, landing page copy, and messaging are designed with financial service guidelines in mind. Final compliance review and approval remains with your firm or broker-dealer. We recommend having your compliance department review materials before launch.

We review performance throughout every campaign and optimize as we go. If a campaign significantly underperforms relative to benchmarks, we may apply a credit toward a future campaign per program policy. Our goal is a strong outcome on every run.

For firms, banks, credit unions, and broker-dealer networks running seminar programs across multiple advisors or branches, we offer a custom enterprise program with territory protection, centralized reporting, compliance-aligned creative, and multi-market scheduling. Contact us to discuss your needs.

Yes. Market protection applies per defined market, so you can run campaigns in separate markets simultaneously. Multi-market programs are handled through our custom or enterprise track. Contact us to discuss scheduling and territory setup.