Want Similar Results for Your Product?
We’ll review your product, spot conversion gaps, and suggest growth opportunities — no strings attached
Case Study: $75,000 in Sales from Two Investment & Trading Webinars
Client: An online school specializing in investment and trading education
Project Focus: Webinar funnel strategy, email marketing, system setup & automation
Result: $75,000 in revenue from two webinars
Project Focus: Webinar funnel strategy, email marketing, system setup & automation
Result: $75,000 in revenue from two webinars
Challenge
Our client — a trading and investment expert with a highly engaged but relatively small audience — wanted to launch two live webinars and monetize them through a structured and automated funnel.
They had a solid course and expert content, but needed support in building a scalable system that could drive conversions both live and long-term.
They had a solid course and expert content, but needed support in building a scalable system that could drive conversions both live and long-term.
Solution
Our role in the project was to:
• Build the webinar sales funnel
• Write and implement all email sequences
• Handle technical setup and integration
• Launch automation after live events for evergreen sales
We used the following tools:
• ConvertKit for CRM and email automation
• WebinarJam & EverWebinar for live and automated webinars
The registration traffic came from the expert’s existing email base (12,000 subscribers) and social media (20,000+ followers).
The expert designed the webinar content using a proven structure that delivered results in previous launches.
• Build the webinar sales funnel
• Write and implement all email sequences
• Handle technical setup and integration
• Launch automation after live events for evergreen sales
We used the following tools:
• ConvertKit for CRM and email automation
• WebinarJam & EverWebinar for live and automated webinars
The registration traffic came from the expert’s existing email base (12,000 subscribers) and social media (20,000+ followers).
The expert designed the webinar content using a proven structure that delivered results in previous launches.
Webinar Funnel Breakdown
1. Warm-Up Sequence
A 3-part email series with short educational videos (under 10 minutes). Each video introduced key concepts and posed open questions that would be answered during the live webinar, building anticipation and engagement.
2. Webinar Invitation Sequence
Three emails were sent to the entire base, highlighting:
• The value and agenda of the webinar
• Past attendee testimonials
• Hot market topics and current trends
• Special bonuses and best pricing for live attendees
3. Show-Up Sequence
A short but effective series of reminders was sent:
• 1 hour before
• 15 minutes before
• 5 minutes after the webinar started
This structure avoids audience fatigue and keeps unsubscribe rates low, based on past performance.
4. Replay Email
Sent 15 minutes after the live webinar. This was critical for audiences in other time zones (Europe, Asia, Australia), since the live event was optimized for US/Canada time zones.
5. Sales Sequence
Two long-form storytelling emails focused on:
• Key benefits of the course
• Case studies from past students
• Addressing common objections
• Proof points and testimonials
These emails were personalized and avoided repeating content from the website.
6. Countdown Sequence
Three final urgency-driven reminders:
• 24 hours before the deadline
• 6 hours before
• 1 hour before
These performed drove a significant spike in last-minute sales.
A 3-part email series with short educational videos (under 10 minutes). Each video introduced key concepts and posed open questions that would be answered during the live webinar, building anticipation and engagement.
2. Webinar Invitation Sequence
Three emails were sent to the entire base, highlighting:
• The value and agenda of the webinar
• Past attendee testimonials
• Hot market topics and current trends
• Special bonuses and best pricing for live attendees
3. Show-Up Sequence
A short but effective series of reminders was sent:
• 1 hour before
• 15 minutes before
• 5 minutes after the webinar started
This structure avoids audience fatigue and keeps unsubscribe rates low, based on past performance.
4. Replay Email
Sent 15 minutes after the live webinar. This was critical for audiences in other time zones (Europe, Asia, Australia), since the live event was optimized for US/Canada time zones.
5. Sales Sequence
Two long-form storytelling emails focused on:
• Key benefits of the course
• Case studies from past students
• Addressing common objections
• Proof points and testimonials
These emails were personalized and avoided repeating content from the website.
6. Countdown Sequence
Three final urgency-driven reminders:
• 24 hours before the deadline
• 6 hours before
• 1 hour before
These performed drove a significant spike in last-minute sales.
KEY RESULTS
Webinar #1
• Registrations: 1,260
• Live attendees: 740
• Replay views: 362
• Watched 1hr+ (live + replay): 490
• Purchases: 24
• Revenue: $34,557
Webinar #2 (20 days later)
• Registrations: 567
• Live attendees: 299
• Replay views: 174
• Watched 1hr+ (live + replay): 227
• Purchases: 30
• Revenue: $40,309
Despite lower registration numbers, the second webinar generated more revenue, thanks to deeper audience nurturing and the trust built during the first event.
• Registrations: 1,260
• Live attendees: 740
• Replay views: 362
• Watched 1hr+ (live + replay): 490
• Purchases: 24
• Revenue: $34,557
Webinar #2 (20 days later)
• Registrations: 567
• Live attendees: 299
• Replay views: 174
• Watched 1hr+ (live + replay): 227
• Purchases: 30
• Revenue: $40,309
Despite lower registration numbers, the second webinar generated more revenue, thanks to deeper audience nurturing and the trust built during the first event.
What Made This Project Stand Out?
1. Expert Audience Management
The client maintains a highly segmented email base and uses lead scoring for precise targeting. Open rates averaged 30%+, and the conversion rate remained strong due to this personalized approach.
2. Repeat Webinars = Revenue Multipliers
Nearly 60% of first-time attendees returned for the second webinar. This shows that repeated events can dramatically increase sales, as not all leads are ready to purchase after a single exposure.
3. Full Product Ladder
The expert's funnel included:
• Lead magnets & Tripwires ($9–$49)
• Core course (sold via webinar)
• High-ticket mentorship program ($8,000)
This structure created a natural path from free content to high-value offers, increasing trust and maximizing lifetime value per customer.
The client maintains a highly segmented email base and uses lead scoring for precise targeting. Open rates averaged 30%+, and the conversion rate remained strong due to this personalized approach.
2. Repeat Webinars = Revenue Multipliers
Nearly 60% of first-time attendees returned for the second webinar. This shows that repeated events can dramatically increase sales, as not all leads are ready to purchase after a single exposure.
3. Full Product Ladder
The expert's funnel included:
• Lead magnets & Tripwires ($9–$49)
• Core course (sold via webinar)
• High-ticket mentorship program ($8,000)
This structure created a natural path from free content to high-value offers, increasing trust and maximizing lifetime value per customer.
Final Thoughts
By combining a well-crafted email strategy, proven webinar structure, and automation setup, we helped this online investment school turn two live events into a high-converting evergreen funnel. With only 12,000 contacts and a focused effort, the client generated over $75,000 in revenue — and now has an automated engine to drive continued sales.
Let's discuss our partnership
Fill out the form and get a free audit of your project and a growth plan.
We can only take 2 more projects this month.
