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    Growth Pyramid Training

    Webinars & Events

    Turn Live Education Into Leads, Conversations, and Follow-Up

    Webinars and events give you a powerful way to educate your audience, build trust, create engagement, generate registrations, and turn those registrations into real follow-up opportunities.

    This course is divided into two parts:

    1. Understanding the webinar platform
    2. Configuring your marketing and automation workflows

    Teach once. Promote it well. Follow up automatically.

    Overview

    Part 1 — The Ultimate Webinar Platform

    Learn How the Webinar System Works

    Start here to understand the overall webinar and event experience inside your CRM and how the pieces work together.

    What the Webinar Platform Does

    Registration

    Capture people who want to attend your event and bring them into the CRM.

    Event Experience

    Create the webinar or event experience your audience will attend.

    Communication

    Keep registrants informed before the event with confirmations and reminders.

    Follow-Up

    Continue the conversation after the webinar with attendees and no-shows.

    The webinar is not just the event. It is the complete journey before, during, and after it.

    Setup & Automation

    Part 2 — Configure Your Marketing & Automations

    Configure the Marketing Behind Your Webinar

    Once you understand the webinar platform, the next step is configuring the marketing and automation that drives registrations, reminders, attendance, and follow-up.

    Build the Complete Webinar Journey

    Promotion

    Drive people to your webinar using email, SMS, social media, paid ads, your website, and direct outreach.

    Registration

    Capture the attendee and add them to the correct CRM process.

    Reminders

    Use email and SMS to remind registrants before the event.

    Attendee Follow-Up

    Continue the conversation with people who attended.

    No-Show Follow-Up

    Create a separate path for people who registered but did not attend.

    The Webinar Funnel

    Promotion
    Registration Page
    CRM Contact
    Confirmation
    Reminder Campaign
    Webinar / Event
    Attended or No-Show
    Follow-Up
    Conversation / Appointment / Opportunity

    The Event Is Only One Part of the System

    The real power comes from what happens before and after the webinar.

    Before the Event

    Build Attendance Before You Go Live

    Your webinar marketing should give people a clear reason to register and enough reminders to actually attend.

    Email invitations
    SMS invitations
    Social media posts
    Paid advertising
    Direct outreach
    Website promotion
    Landing pages
    Partner promotion
    Database invitations

    Registration does not guarantee attendance. Reminders matter.

    During the Event

    Teach First. Sell Second.

    Use webinars and events to provide useful information, answer real questions, demonstrate expertise, and create trust. Keep the event focused around:

    One clear audience
    One clear topic
    One useful outcome
    One clear next step

    A strong webinar should answer a real question or solve a real problem.

    After the Event

    Attended

    Continue the conversation while the topic is still fresh.

    Possible next steps

    • Send the replay
    • Send supporting resources
    • Ask a follow-up question
    • Offer an appointment
    • Create an opportunity
    • Add to a nurture campaign
    • Continue the conversation

    Registered But Did Not Attend

    A no-show is still a lead.

    Possible next steps

    • Send the replay
    • Send the key resource
    • Invite them to the next event
    • Continue nurture
    • Ask if they still need help
    • Offer another way to engage

    Do not throw away the no-shows.

    Connect Webinars to Your CRM

    Every Registration Should Become CRM Intelligence

    Your CRM should help you understand what happened with each registrant.

    Registered
    Confirmed
    Attended
    No-show
    Replay sent
    Follow-up needed
    Appointment requested
    Opportunity created
    Registration
    CRM
    Automation
    Follow-Up
    Opportunity

    An event should make your CRM smarter, not create another disconnected list.

    Use Smart Lists

    Organize Your Registrants and Follow-Up

    Smart Lists can help you quickly identify:

    Upcoming registrants
    Attendees
    No-shows
    Contacts needing follow-up
    People who requested an appointment
    Previous webinar attendees
    Learn Contacts & Smart Lists

    Use Automation Workflows

    Let the CRM Handle the Repeatable Work

    Workflows can manage:

    Registration confirmations
    Reminder emails
    Reminder SMS
    Internal notifications
    Attendance follow-up
    No-show follow-up
    Replay delivery
    Long-term nurture
    Learn CRM Automation Workflows

    Promote With Paid Ads

    Need More Registrations?

    Webinars can also become powerful paid advertising offers. Use Meta Ads, LinkedIn Ads, or Google Ads when search intent matches the webinar topic.

    Explore Paid Ads Training

    Put AI to Work

    Use AI to Build the Event Faster

    Your ProEdge AI tools can help create:

    Webinar topic ideas
    Event titles
    Registration page copy
    Email invitations
    SMS invitations
    Reminder messages
    Presentation outlines
    Follow-up emails
    Replay promotion
    Social media posts
    Lead magnets
    Explore ProEdge AI Command Center

    Best Practice

    • Choose one clear webinar topic
    • Identify the audience
    • Create one clear registration CTA
    • Test the registration page
    • Test confirmation messages
    • Test reminder workflows
    • Test email and SMS links
    • Confirm the event date and time
    • Test attendee and no-show paths
    • Prepare replay follow-up
    • Track registrations and outcomes

    Test the complete attendee journey before promoting the event.

    Build the Event Once. Let the CRM Help You Fill It and Follow Up.

    A strong webinar system connects:

    Education + Marketing + Automation + Follow-Up

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