# Finance Webinar Funnel Template > A webinar funnel teaches first and sells second. People register for a live session, get a confirmation, watch the replay with your offer under the video, and buy on a checkout page. This template is that five-step funnel written for a financial planner, adviser or money educator. The Vonza Funnels template “Finance webinar” (goal: webinar, industry: Finance): Register people for a live training, then show the replay with your offer. ## What the finance webinar template is for Money is a trust purchase. Nobody buys a financial plan from a stranger’s sales page, but many will attend a free session on five money habits, and some of those will ask what working with you looks like. The webinar shape is built for that order: value first, offer later, with the replay page doing the selling for everyone who could not attend live. In the new Vonza Funnels the Webinar step registers people for a Vonza Streaming stream: whoever signs up is registered for that stream and sees its join link. The confirmation page tells them to add it to the calendar; the replay page holds the recording and the offer; the checkout sells your plan, programme or course. ## The steps and what each page carries 5 steps, in the order a visitor sees them. Each step is a page built from one of the library's designs and opens in your brand colours and fonts. ### Step 1: Registration (Webinar) Register people for a live session. The registration page carries the session: a headline with the webinar title, a line on who it is for, the three takeaways and the “save your seat” form. Six webinar designs are available, from a split photo layout to “Agenda and photos”, which adds a photo row and a three-part agenda band. The step must have a stream picked before it can publish. Worth doing: Name a date and time in the headline and keep the takeaways as questions people actually have about money. Designs this step can switch to: Photo beside the session, Full-bleed photo, Card over a photo, Trailer first, Minimal, Agenda and photos. ### Step 2: Confirmation (Thank you) Confirm and tell people what happens next. The confirmation page is a thank-you step in the webinar context: “you’re registered”, a note to check the inbox and add the session to the calendar, and a “what happens next” band on designs that carry one (add to calendar, join early, bring questions). Worth doing: Repeat the join details here and promise a reminder; registrations that are not reminded do not attend. Designs this step can switch to: Centred confirmation, Full-bleed photo, Photo beside the message, Card over a photo, Minimal, Welcome video. ### Step 3: Replay (Page) Any page you design yourself. The replay page uses the “Webinar replay” design, a free-form page fixed by the shape: a video band for the recording, a feature list for your offer with its bullets, and a closing call to action that goes to the checkout. Worth doing: Add the recording the same day the session ends and send everyone registered the link. Designs this step can switch to: Webinar replay, Bridge page, Our story, Photo gallery, Personal letter, Questions answered. The template fixes this design; “Change design” still offers the others. ### Step 4: Checkout (Checkout) Take the payment. The checkout page carries the live checkout for the offer: your financial plan, review package or course with its pricing plans or one override price, up to five order bumps, a coupon box if allowed and the payment methods you have connected. Worth doing: Offer a budgeting workbook as a bump; it is cheap, relevant and reassures a buyer who is new to you. Designs this step can switch to: Product beside the form, Photo banner, Minimal, With a review and FAQ, Card over a photo, Video walkthrough. ### Step 5: Thank you (Thank you) Confirm and tell people what happens next. The thank-you page confirms the order with the order summary and tells the client what happens next: the welcome email, how to book the first conversation, how to reach you. Worth doing: Say what you need from them before the first meeting; a client who arrives prepared stays. Designs this step can switch to: Centred confirmation, Full-bleed photo, Photo beside the message, Card over a photo, Minimal, Welcome video. ## What to change first A template is a starting point. These are the four edits that turn the placeholder funnel into yours. - **The stream**: Create the Vonza Streaming stream first, then pick it in the Webinar step. Without a stream the funnel warns you at publish time. - **The session title and takeaways**: The template’s session is placeholder copy. Write your own title and three takeaways, and use them again on the confirmation and replay pages. - **The offer and the checkout**: Pick what the replay sells: a published course, membership or plan review product, with its own plans or one price. - **Compliance text**: Add any regulatory wording your profession requires to the registration and checkout pages; a terms tick box can be switched on at checkout. ## Who it suits The template suits anyone who sells financial advice, education or coaching and knows that teaching is the fastest way to earn trust. It works for one-off sessions and for a monthly webinar that always runs. - Financial planners and advisers offering a first conversation after a session - Money coaches selling a budgeting or debt programme - Course creators teaching investing or personal finance - Accountants and bookkeepers running a quarterly “what changed” session for clients ## How to start The template is in the Webinar goal and the Finance industry. Vonza AI drafts the registration, replay and checkout copy from a description of the session and the offer; the “Calm” tone suits finance. 1. **Choose the new Funnels**: Start your 14-day free trial and, in Funnels, choose “Try the new Funnels”. Classic funnels keep working and you can switch back any time. 2. **Pick the template**: Open Templates, filter by goal or industry, and pick this template. It opens on the canvas in your Brand Kit colours and fonts, every page ready to edit. 3. **Or let Vonza AI pick it**: Choose “Write it with AI”, describe your offer and who it is for, pick a goal and a tone. Vonza AI picks the template from your brief and writes the copy of every page. It uses AI credits. 4. **Publish**: Fix anything the publish check lists, then publish on your Vonza sub-domain or a connected custom domain at /fn/your-address, and share the link, an embed or a QR code. ## The automation recipe that fits Recipe: Welcome new leads Use the “Welcome new leads” recipe as the reminder sequence. It starts when someone registers, and waits can run “until a time of day”, which is how you send a reminder the morning of the session. A second automation on “A lead views a page” can email the replay link to people who open the replay page but do not reach the checkout. 1. Trigger: someone becomes a lead (registers for the session). 2. Send email: confirmation with the join link and the date. 3. Wait until the morning of the session, then send an email reminder. 4. Wait one day after the session and send the replay link. 5. Only continue if the lead has not bought; move to stage Contacted and notify you. Every recipe is created switched off. Edit it, run “Test run” to send everything to yourself, then switch it on. Read about the shape, the builder and Vonza AI: [Webinar funnel](https://vonza.com/webinar-funnel), [Sales funnel builder](https://vonza.com/sales-funnel), [AI funnel builder](https://vonza.com/ai-funnel-builder), [Application funnel](https://vonza.com/application-funnel). ## More funnel templates - [Community Webinar Funnel Template](https://vonza.com/funnel-templates/community-webinar-funnel): A five-step community webinar funnel: register people for a live tour on Vonza Streaming, confirm, show the replay with the offer, then checkout and welcome. - [Coaching Lead Magnet Funnel Template](https://vonza.com/funnel-templates/coaching-lead-magnet-funnel): A two-step coaching lead magnet funnel: an opt-in page that gives away a workbook or guide and a thank-you page, with every lead in your pipeline. - [Online Courses Product Launch Funnel Template](https://vonza.com/funnel-templates/online-courses-product-launch-funnel): A five-step course launch funnel: an early-list page and confirmation before the doors open, then a sales page, checkout and thank-you page, in your brand kit. [All 41 funnel templates](https://vonza.com/funnel-templates) ## Frequently asked questions ### What is a webinar funnel? A webinar funnel registers people for a live session, confirms the registration, shows the replay with an offer under the video and sells the offer on a checkout page. The Vonza template has five steps: registration, confirmation, replay, checkout and thank-you. The live session itself runs on Vonza Streaming. ### Where does the webinar actually run? On Vonza Streaming. The Webinar step picks one of your streams; people who sign up are registered for that stream and see its join link. The funnel does not connect to a third-party webinar tool, and it warns you at publish time if no stream is set. ### How do registrants get reminders? Through an automation. Start it on “Someone becomes a lead”, then use Wait steps (from 1 minute to 30 days, or “until a time of day”) and Send email or Send SMS steps. Up to 20 steps fit in one automation, and “Test run” sends everything to you first. ### What does the replay page carry? The replay page is a free-form “Page” step using the “Webinar replay” design: a video band for the recording, a feature list that describes your offer, and a closing call to action that goes to the checkout. Every visitor who reaches it is already a lead, so you know who watched. ### Can I sell a one-to-one plan review through the checkout? Yes, if it is a published item on your Vonza account: a product, a course, a membership or a paid event, with its own pricing plans or one override price. Instalment plans are supported where the item offers them, and refunds can be issued within 30 days. ### Can I run the same webinar funnel every month? Yes. Duplicate the funnel, or save it as a template of your own (steps, pages, flow and automations are kept) and start the next month from “My templates”. Pick the new stream in the Webinar step and update the date on the pages.