LYNCConnect

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An insurance professional presenting at a small educational seminar

How It Works

From "Let's Run a Seminar" to Campaign Live.

You don't need to learn another marketing system.

You don't need to build funnels.

You don't need to write automations.

And you don't need to start over every time you schedule another event.

LYNC Connect gives you the infrastructure — and the system runs it with you.

Join the waitlist

The Sequence

Six Stages. One System.

01

Build It Once

A guided setup walks you through a few questions about your business, and the system configures your funnel, pipelines, automations, communication system, tracking, and campaign framework.

app.lyncconnect.com/setup

Event status

Lifecycle tracking

  • RegisteredTracked
  • ConfirmedAutomated
  • AttendedRecorded
  • No-showOrganized
  • AppointmentPathway

02

Submit Your Event

Enter the date, venue, target market, advertising period, and how much you want to spend promoting it.

app.lyncconnect.com/campaigns/new

Order a campaign

Repeat event

Event date

Thursday, October 22, 2026

Set

Venue

Riverside Hotel · Meeting Room B

Set

Target market

Naperville, IL · 15 mile radius

Set

Advertising budget

$500

Set

Uses 1 campaign credit

Submit event

03

The System Builds Your Campaign

Your funnel updates, event-specific copy and creative are generated, and your Meta campaign is configured automatically. You review and approve everything before anything goes live.

app.lyncconnect.com/campaigns/upcoming

Upcoming campaign

Client portal

Event

Turning 65 Educational Seminar

Thursday · 6:00 PM · Hotel meeting room

Campaign status

In production

Advertising window

Opens in 9 days

Funnel

Configured

Reminders

Scheduled

04

Your Advertising Goes Live

Meta bills your advertising account directly. You remain in control of your advertising budget.

app.lyncconnect.com/calendar

Campaign calendar

Events and advertising windows

October 2026

1 event scheduled

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Turning 65 Seminar · Oct 22 · 6:00 PM

Advertising live
Advertising window Event date

05

Run Your Seminar

You focus on presenting, educating, connecting, and booking the next conversation.

A small educational seminar room set up before attendees arrive
Your night. Your room. Your presentation.

06

Your System Keeps Working

The event is over. The opportunity isn't.

app.lyncconnect.com/reports/audience

Audience growth

Across campaigns

Campaign 1Campaign 8

Illustrative view. Your own audience growth depends on your campaigns.

First, Your Event Machine Gets Built.

Your initial setup is the heavy lift. That's why it happens once. A guided setup configures the infrastructure your future campaigns will reuse:

Event registration funnel

Contact and lead tracking

Event pipeline

Confirmation workflows

Reminder automation

Attendance tracking

Permission-to-contact tracking

Appointment pathways

Post-event follow-up

No-show organization

Future-event re-engagement

Reporting foundation

Meta campaign connection

Email and messaging setup

Once it's ready, you aren't paying us to rebuild all of that every time.

Then Running Another Campaign Gets Simple.

Inside your LYNC Connect portal:

Choose Your Event

  • Turning 65
  • AEP
  • Medicare educational seminar
  • Other supported campaign
  • Webinar, if enabled

Tell Us Where

  • Venue
  • City
  • Target market

Tell Us When

  • Event date
  • Campaign duration

Choose Your Advertising Budget

  • Starting at $150.

Submit

The system builds it. You approve it. That's it.

app.lyncconnect.com/campaigns/available

Available campaigns

Credit ledger

Campaign credits available

4

  • Annual plan purchased+8
  • Campaign scheduled−1
  • Campaign scheduled−1
  • Campaign scheduled−1

Available campaigns are tracked as credits in your portal.

Production

What the System Does Next

The moment you submit, the system:

  1. 01Checks your event details for completeness.
  2. 02Locks in campaign timing.
  3. 03Updates your event funnel.
  4. 04Generates event-specific copy and creative.
  5. 05Builds your Meta campaign from your answers.
  6. 06Applies your geography and budget.
  7. 07Verifies tracking.
  8. 08Tests your registration flow end to end.
  9. 09Connects lead routing and automation.
  10. 10Schedules the campaign.
  11. 11Watches launch and reports results.
  12. 12Moves the campaign into the active event lifecycle.

You see the status from your portal without needing to manage the technical build yourself.

An advisor speaking with an attendee after an educational seminar

The people who missed an event don't automatically become worthless.

Before the Event

Registrants enter the event system. Depending on the campaign and available permissions, the system can support:

  • Registration confirmations
  • Reminder messaging
  • Contact updates
  • Event status
  • Agent notifications

Your pipeline helps distinguish:

Registered · Confirmed · Attending · Needs Review

After the Event

This is where the system becomes more than a registration campaign. Record:

  • Attended
  • No Show
  • Appointment
  • PTC status
  • Follow-up status

Then the appropriate automation and internal workflow can continue.

The people who attended don't have to rely exclusively on someone remembering to call them Monday morning.

Hands reviewing printed documents at a consultation table

Then You Run It Again.

Your business profile is already there.

Your branding is already there.

Your Meta account is already connected.

Your infrastructure is already built.

Your funnel already exists.

Your system already knows your previous campaigns.

You simply submit the next event.

Repeat campaign management: $349

View Campaign Options