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10-day Multi-Channel Drip · Email · SMS · AI Call

Masterclass / Webinar Funnel
until they sign — or politely opt out

The proven 'free training' funnel for high-ticket coaching offers. Registration, reminders, live attendance, replay, post-event application — all orchestrated.

+47%
Avg consult-to-retainer lift
68%
Auto-converted (no human)
6.2d
Avg days to signed
Day 4 ✆ SMS
Touchpoint #2 — case-progress nudge
Hi Maria, quick check: did you receive the prep doc? Reply Y/N — Olsen & Crane.
Day 7 ✆ SMS
Touchpoint #3 — testimonial proof
"Best decision I made all year." — Marcus T., recovered $84K. Free time this week?
Day 10 📞 AI CALL
Final outreach — voice
Bilingual AI rep makes one warm call. References original matter. Either books or releases.
The 10-day window

Why 10 days? Because retainer signing decays after that.

Internal data across 1,800+ consults: 89% of signed retainers close within 10 calendar days of first consult. The sequence is calibrated to that window.

1
Day 1
Email
2
Day 2
3
Day 3
4
Day 4
SMS
5
Day 5
6
Day 6
7
Day 7
SMS
8
Day 8
9
Day 9
10
Day 10
AI Call
+47%
Avg consult-to-retainer lift
vs single-touch baseline
68%
Auto-converted (no human)
paralegal time = 0
6.2d
Avg days to signed retainer
↓ from 14.7 days
4.1x
Touchpoints per consult
vs 1 follow-up call before

The masterclass / webinar funnel is the workhorse of high-ticket coaching launches. Sell a $5K–$25K offer by inviting people into a 60–90 minute free training, then ask the warmed-up audience to apply.

This feature ships with both live and evergreen modes pre-built.

Live mode

For scheduled live trainings:

  1. Registration page with countdown to event time
  2. Reminder sequence: confirmation → day-before → 1-hour → 10-minute
  3. Attendance tracking during the live (who showed, who left, who stayed to the end)
  4. Post-event sequence by attendance: stayed-to-end → application invitation, attended-but-left → “we saved a replay” + soft application invite, no-show → “we missed you, here’s the replay”
  5. Replay window with deadline urgency (replay closes 48 hours after the live)

Evergreen mode

For always-on funnels:

  1. Registration → “your training starts in [time]” — the training is recorded, but presented with a clear start time (no fake-live; just scheduled delivery)
  2. Reminder sequence identical to live mode
  3. Watch-time tracking with engagement signals
  4. Post-event application invitation based on watch percentage
  5. Repeat-attempt windows — non-applicants can re-enter the funnel 30 / 60 / 90 days later

Why this works for coaching offers specifically

Generic webinar tools (Webinarjam, Demio, etc.) are built for course sales. Coaching offers need:

  • Application gating after the webinar (not “buy now” buttons)
  • Discovery-call booking rather than checkout
  • NPS-style commitment scoring during registration
  • Compliance-aware SMS reminders (not just email)

The snapshot’s webinar funnel is tuned for that shape.

Integrations

  • Zoom / Webinarjam / EverWebinar — pulls attendance + engagement signals
  • Stripe — for the rare “buy at the end” offer (uncommon in coaching)
  • GHL Calendar — for the post-event discovery-call booking
  • Facebook / Google Ads — UTM + Pixel attribution for the registration-to-application funnel

Attribution and ROAS

Every application coming through the webinar funnel is tagged with:

  • Source (which webinar)
  • Attendance level (stayed / left early / no-show / replay-only)
  • Watch percentage (for evergreen)
  • Days from registration to application
  • Days from application to close

This lets you actually measure webinar ROI instead of guessing.

Get the snapshot →

Why touch frequency matters

A single follow-up converts at 11%. Four converts at 47%.

Industry baseline: after one phone follow-up, 89% of warm consults go cold. By touch #4 (mixed channel), close rate quadruples. The math says: don't stop at one. The hard part is doing the other three without burning an hour per lead.
11%
close rate after 1 touch
31%
close rate after 2 touches
47%
close rate after 4 touches
Channel sample copy

One sequence, three voices

Each channel speaks differently. Email is long. SMS is short. Voice is human. Tone stays consistent across all three — but length and format don't.

DAY 1 · EMAIL
"Welcome — what to expect next"
O
Hi Maria, coach Olsen here. Before Tuesday's consult, here's a 1-pager on what we'll cover, plus the 3 documents to bring. Reply with any questions in advance — happy to answer before we meet.
DAY 4 · SMS
Quick progress check
O
Hi Maria — quick check: did the prep doc make sense? Reply Y if good, N if you'd like a 5-min call. — Olsen & Crane
Y, all good
M
DAY 10 · AI VOICE
Final warm call · 90 seconds
AI
"Hi Maria — quick follow-up from Olsen & Crane. Just checking if you're ready to move forward on the retainer, or if there's anything still holding you back? Happy to schedule a final call with Atty. Olsen this week."
MARIA
"Yeah, I think I'm ready. Can we sign this week?"
AI
"Wonderful — I'll text you the e-sign link in 30 seconds and book a Friday close."
The branching logic

Engagement decides the next move

No one gets all 4 touches if they reply early. The sequence reads engagement signals and branches in real time.

A
RESPONDENT
Engagement track
Any reply, click, or call-back exits the drip and moves the lead into the retainer workflow. Paralegal sees the full thread + reply context.
B
LUKEWARM
Continued nurture
Open + no reply = stays in sequence with adjusted tone (less "sales", more "value"). Adds a case-result email at Day 6 as social proof.
C
NON-RESPONSIVE
Final AI call
No opens, no replies → Day 10 AI voice call as last touch. Polite, warm, single-call only. Either books or releases the lead with grace.
Stop letting warm consults go cold

Get the Nurture Sequence — Live in 24 Hours

Included in the $997 Coaching Snapshot. Email + SMS + AI voice. Branded copy in your firm's voice. 10 dedicated config hours.

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