The complete seminar tracking platform. From registrant to signed client — with analytics that show your real ROI on every event.
From the moment someone registers to the day they sign — SeminarEV tracks every touchpoint in your pipeline.
Import CSV or add manually. Auto-pair spouses, track meal choices, manage waitlists and confirmation status all in one place.
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.
Send appointment texts from your office number. Automated reminders 72hrs, 24hrs, morning-of. 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.
Most advisors running dinner seminars have no idea what their real cost per client is. SeminarEV calculates every metric automatically so you know exactly where to invest more.
SeminarEV follows your actual workflow — the way you already run seminars, just fully tracked.
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.
"We were tracking everything in spreadsheets before. Now I can see exactly what every seminar costs and what it generates. The analytics alone are worth it."
"The follow-up list with target dates changed how we work. Nobody falls through the cracks anymore. We close more because we follow up consistently."
"Three partners, one database, zero confusion. We used to overwrite each other's notes constantly. SeminarEV solved that on day one."
No per-user fees. No surprise charges. One flat price for your whole practice.
Perfect for solo advisors running 1-2 seminars per month.
For active practices running multiple seminars and building a pipeline.
For large firms, enterprise integrations, and custom workflows.
Start your free 14-day trial. No credit card required. Set up in under 10 minutes.