The complete seminar platform — tracking, follow-up, and customizable automations that run the whole process for you. Built to maximize the expected value of every event you run.
From the moment someone registers to the day they sign — SeminarEV tracks every touchpoint in your pipeline.
Registrants add themselves the moment they sign up for your seminar — integrations and a registration API flow them straight in. Or import CSV and add manually. Auto-pair spouses, track meal choices, manage waitlists and confirmations.
Log 1st, 2nd, 3rd appointments with unlimited rescheduling. Track kept, cancelled, and rescheduled with a clear chain.
Never lose a prospect. Log follow-up activity, set target dates, and view a prioritized list sorted by urgency.
Track costs per seminar. See annuity and AUM revenue, net profit, ROI, and cost per client — calculated automatically.
Fully customizable reminder schedules — send what you want, when you want, from your office number. Automated confirmations and reminders, two-way inbox included.
Multiple users, one live database. All partners see real-time updates the moment anything changes. No syncing, no conflicts.
Filter by venue, date range, or seminar. Drill into show rates, appointment rates, keep rates, and close rates by event.
Complete history per prospect — attendance, appointment chain, follow-up log, eval sheets, and client results in one view.
One click adds any appointment to Google Calendar with client details, office directions, and custom event templates.
That's the EV in SeminarEV. Most advisors have no idea what a seminar really returns. SeminarEV automates the follow-through that drives conversions and calculates every metric — so you put your money where the ROI is.
SeminarEV follows your actual workflow — and automates as much of it as you want. Every reminder, follow-up, and drip is yours to configure or leave on autopilot.
Enter the restaurant, date, and costs. Import your registrant list from CSV or add people manually as they call in.
Mark who attended, who no-showed, set appointments on the spot. Confirmation texts go out automatically.
Track every appointment, reschedule, and follow-up. Your follow-up list shows exactly who to call today.
Open Analytics to see your real ROI, cost per client, and which venues perform best. Double down on what works.
"I run dinner seminars every month in my own practice. I built SeminarEV because nothing on the market tracked what actually matters — what each event costs, who converted, and what my real cost per client is. This is the system my office runs on."
"SeminarEV eliminated hours of administrative work every week. The whole pipeline runs itself now."
"Our accuracy and our show-up rate both went up. Nothing falls through the cracks anymore."
One flat price scaled to your seminar calendar. Every plan includes the full platform.
For a solo advisor running a steady dinner seminar rhythm.
For a practice running weekly events with an appointment setter.
For multi-advisor firms filling rooms every week of the month.
Start your free 14-day trial. Cancel anytime during trial and pay nothing. Set up in under 10 minutes.