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Onboarding

Onboarding

Onboarding Videos

1. Planning for 15-25 Guaranteed Attendees

Strategies that guarantee 15-25 attendees.

2. Maximizing Appointments: Before, During & After Your Event

How automation and personal follow-up convert attendees into appointments.

Eventfull Overview (optional)

Guide to tracking RSVPs and managing leads in Eventfull.

Have a Successful Seminar in 30 Seconds

30-Second Guide: Planning Your Event

Get quick tips on selecting the best venue, negotiating costs, and why offering a free meal boosts seminar success.

30-Second Guide: Confirming Your Seminar

Learn the best practices for following up with RSVPs, including when and how to call attendees to ensure a higher attendance rate.

30-Second Guide: Hosting Your Seminar

Learn tips and best practices for hosting a successful event, from tracking attendance to building future client relationships.

30-Second Guide: After Your Seminar

Learn the best practices for post-seminar follow-up, including tracking attendees, contacting leads, and managing outreach within compliance guidelines.

Free Downloads

Permission to Contact Form

Download a generic PTC form.

Seminar Sign-in Sheet

Download a sign-in sheet.

General Onboarding Info

Onboarding and Initial Setup

What to expect during onboarding and initial setup.

Pre-Event Calling Scripts

Scripts for calling prospects.

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