The goal of the Webinar Funnel Add-On is simple:
Increase credibility, nurture leads with value, and convert them into booked appointments.
This add-on gives you the bones—the structure and automation—to host a webinar-style experience inside Agent CRM.
Important note up front:
✅ Agent CRM provides the framework (pages + automation + calendar)
✅ You provide the webinar content (your video/webinar itself)
In most cases, this is an on-demand webinar experience. You upload a video, and the funnel helps it feel as “live” and interactive as possible—while still pushing the lead toward one outcome:
🎯 Book a call on your calendar.
✅ What’s Included in the Webinar Funnel Add-On
When you import the Webinar Funnel Add-On, you get a complete nurture + conversion setup, including:
📩 Invitation Email Sequence (to drive registrations)
A short series of emails/messages designed to invite leads to your webinar.
These emails are built to:
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Re-engage warm leads
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Wake up colder or aged leads
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Build credibility through education and value
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Drive traffic to the registration page
Once they register, the system pushes them into the next stage: the hosted webinar page.
🧩 A 2-Step Funnel (Registration → Webinar Page)
You get two funnel steps:
Step 1: Registration Page
This collects (or re-collects) basic lead info and passes them through to the webinar page.
Even if you already have the lead’s info, this step helps “reset intent” and makes the experience feel like a true registration.
Step 2: Webinar Page (Hosted Video + Calendar)
This is the heart of the funnel:
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Your hosted webinar video sits at the top
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Your webinar-specific booking calendar sits at the bottom
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The page encourages them to watch, learn, and take action
The entire design is built around:
Nurture → Educate → Push to booking
📅 A Webinar-Specific Booking Calendar
This add-on includes a unique calendar specifically for the Webinar Funnel.
This is NOT the same calendar used inside your standard Branning Bundles.
That matters because the webinar flow is designed to:
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Route webinar viewers into a specific appointment type
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Keep tracking and booking clean
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Separate webinar bookings from other lead sources
📬 Post-Webinar Follow-Up (If They Don’t Book)
If someone watches (or engages) but doesn’t book, the system can follow up with additional emails to bring them back and get them scheduled.
This sequence is built to:
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Confirm they watched/engaged
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Reinforce the value they just received
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Push the CTA again: book the call
You also get an internal notification step, so you know when someone is showing buying signals.
🔔 Appointment Reminder + Reschedule/Cancel Sequences
If they book a call, you’ll also find supporting emails around the appointment itself, including:
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Reminders for the consultation
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Reschedule language
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Cancel language
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No-show related follow-up (depending on your setup)
These are intentionally generic out of the box—you can improve results by personalizing them.
English + Spanish Versions Included
Like your other Click & Play assets, the Webinar Funnel Add-On includes:
✅ English version
✅ Spanish version
If you’re using Spanish features, follow the Activator training for how to implement Spanish workflows correctly.
📍 Where to Find It in Agent CRM
To import the Webinar Funnel Add-On:
Left menu → Click & Play Assets → Add-Ons → Webinar Funnel → Import
A quick recommendation from the training:
✅ Import one thing at a time
✅ Focus on getting it working before stacking other add-ons
After import, you’ll see a folder like:
Webinar Funnel Bundle Add-On (purple folder)
That folder contains your workflows, emails, and funnel pages.
✉️ How to Personalize the Invitation Emails (Fast)
The email templates are intentionally generic because Agent CRM doesn’t know what product you’re selling.
So your job is to review the sequence and ask:
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Does this match my product?
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Does this match my tone?
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Do the “webinar highlights” need to be more specific?
To edit:
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Open the email
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Click the 3 dots
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Choose Edit Design
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Update wording as needed
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Save every time
Important: Some elements (including the CTA button link) use custom values—don’t delete those unless you know what you’re replacing.
🏷️ The Trigger Tag That Starts the Invite Sequence
The invitation workflow is typically triggered by a tag:
webinar invite
Add this tag to the leads you want to nurture into the webinar funnel.
This is perfect for:
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Aged leads you want to warm back up
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Past opt-ins who never booked
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Warm prospects sitting in your pipeline
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Lists you’re trying to re-activate
📲 Optional: Add SMS (But Use Carefully)
You can add SMS touches to improve conversion—especially for warm or fresh leads.
But the training includes an important warning:
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For fresh leads who opted in recently: ✅ SMS can help
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For aged leads: ⚠️ SMS can increase opt-outs and hurt A2P reputation
If you add SMS, do it intentionally and only when it makes sense for your lead source.
🌐 Customize the Funnel Pages (Registration + Webinar Page)
You can edit the funnel pages just like any other site inside Agent CRM.
Go to:
Sites → Webinar Funnel Branding Bundle Add-On
You’ll see two steps:
Step 1: Registration Page
You can customize:
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Headline text
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Supporting copy
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Branding elements
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The form itself (add 1–2 qualifiers if needed)
Tip from the training:
✅ Ask only 1–2 extra questions
❌ Do not overdo it or you’ll lower conversion
Also check your SEO/social share settings so your link preview looks professional when shared via Facebook or text.
Step 2: Webinar Page (Video + Calendar)
This is where you:
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Upload your webinar video (hosted video recommended)
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Add a thumbnail image
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Adjust video settings (like duration visibility, playback options)
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Confirm the webinar calendar is working at the bottom
And before you launch anything:
✅ Preview the page
✅ Test it like a real lead would
✅ Send yourself the link and click through
The fastest way to lose momentum is sending out a funnel that hasn’t been tested.
⚙️ The 3 Custom Values You Must Set
To make the “out of the box” setup work cleanly, the training recommends filling in the Webinar Funnel custom values.
Go to:
Settings → Custom Values → search “webinar”
You’ll see key values such as:
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Webinar insurance product (example: Medicare, Annuities, Final Expense, etc.)
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Webinar page link (the hosted video page URL)
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Registration page link (the registration step URL)
Once these are set, the templates automatically “snap into place”:
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Emails reference the correct product name
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Buttons point to the correct pages
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Website copy updates wherever the custom value is used
This is the fastest way to make the entire system feel like it was written specifically for your product.
🔗 How the User Flow Works (End to End)
Here’s what happens when you use it correctly:
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You tag leads with a webinar invite
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They receive invitation emails (and optional SMS if appropriate)
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They click on the registration page
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They register
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They are redirected to the webinar page
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They watch your video and get warmed up
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They book a call on the webinar calendar
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If they don’t book, the system follows up to drive booking
That is the Webinar Funnel Add-On in one simple loop:
Register → Watch → Book
🎯 Final Thoughts: The “Bones” Are Done—Now Make It Yours
The Webinar Funnel Add-On gives you a complete framework to:
✅ Nurture cold leads with credibility
✅ Educate with value-based content
✅ Turn attention into booked calls
But your results will come from the final layer:
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Your webinar content
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Your personalization
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Your testing and refinement
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Your CTA clarity
If you put in a little effort to customize, this funnel can become one of the best systems you have for warming leads up before they ever hit your calendar.
🛠️ Need Help? Jump on a QuickFix Call
If you want help getting your Webinar Funnel Add-On set up correctly—without guessing—don’t waste hours tinkering.
✅ We’ll help you import it
✅ We’ll help you set the custom values
✅ We’ll review your registration page + webinar page
✅ We’ll make sure your emails and calendar flow properly
Jump on a QuickFix call, and we’ll get you unstuck fast
