Track attendee registrations, gather data and follow-up, and maintain ROI for each event.



  • Register attendees by event and gather useful marketing data for each attendee.
  • Track results by attendee for each seminar.
  • Track follow-up for each attendee and return on investment for paid advertising.
  • Use this workflow in combination with the D. Brash Consulting LLC (DBC) CRM workflow to track attendees through their initial appointment.
  • Built-in document and email templates generate confirmations.
  • The Seminar workflow may be used for simple workshops or complicated dinner seminars.
  • Extensive Wiki is built into the workflow so that staff may be easily trained on how to use the workflow.

DBC workflows may be installed in any live Actionstep system. They are ready for use upon installation, however, the workflows are completely customizable. Each workflow comes with a 60 minute tweaking session after installation. DBC will customize the pre-installed document templates listed under “Document Automation” with your firm’s electronic letterhead as part of the flat fee cost of the installed workflow. Document and email merge templates decrease administrative time and reduce errors.

Quick Look Video:

Listed here are a few of the features.


  • Reports on attendee data (number of seats, age group, marital status, meal choice, ad market, etc.)
  • Reports on follow-up status for attendees (registered, canceled, no show, reschedule seminar, appointment scheduled, follow-up for appointment, no thank you, etc.)
  • Attendee lists for use at event and as mailing lists
  • Report on seminar results, number of appointments, return on investment for advertising

Document Automation:

  • Workflow comes with pre-installed confirmation letters and emails that generate with event date, time, location and meal information for dinner seminars
  • Workflow comes with pre-installed excel templates for results report and attendee list


Contact D. Brash Consulting LLC for installation instructions.

The system additions, workflows, and/or document templates contained in this add-on are included as examples only, and you are solely responsible for configuring the system to meet your needs and to comply with local regulatory requirements. We update and maintain this add-on as per our third-party liaison recommendations, but cannot guarantee the contents will always remain up-to-date for your region. Actionstep and other providers will not be liable under the law of tort, contract or otherwise for any loss of profits or any indirect or consequential loss or damage, however caused, arising out of, or in connection with, the use of this add-on.
Price Available on request
Author D. Brash Consulting LLC