Leads and the upsell keyword

What it is: every person who buys a seat can become a lead you keep, and during the live you can put one offer in front of the whole room with one button.

About 3 minutesNeeds: a workshop, and a link to whatever you sell
1

Buyers opt in at checkout

When someone buys a seat or signs up for a free workshop, the checkout has a box to hear from you. It is checked by default. Everyone who leaves it checked lands in Dashboard → Leads with their name and email.

ScreenshotThe checkout page with the opt-in box checked
2

Set a keyword and an offer link on the form

On the workshop form, fill in a keyword (one word, like "COACH") and an offer link (your course, booking page, or product). Both are optional. Attendees never see the link until you present it.

The Keyword and Offer link fields on the workshop form
The Keyword and Offer link fields on the workshop form
3

Present the offer during the live

When you are ready, press Present offer in the room, or say the keyword out loud and tell people to type it. Everyone watching sees the offer with a button that opens your link.

ScreenshotThe live room with the offer card showing to attendees
4

Read and export your leads

Dashboard → Leads shows everyone across all your workshops, and each workshop's own list. Press Export CSV to take them into your email tool.

The Leads page with the per-workshop list and Export CSV button
The Leads page with the per-workshop list and Export CSV button