Marketing & Growth

How to run a b2b webinar funnel as Asset Management Founders

Marketing & GrowthFor Asset Management Founders5 apps11 steps~22 min to set up

You're running a webinar to build LP pipeline or warm up allocator relationships, and the ops burden falls entirely on you. You're manually exporting Calendly data to figure out who registered, chasing no-shows with follow-up emails you drafted yourself, and trying to remember which attendees were the warm leads worth a personal note. The CRM you sort-of have is a spreadsheet, so attendee data doesn't connect to anything. Large fund marketing teams have coordinators for this. You have Gmail, a Zoom link, and three hours you don't really have.

Build this on Starch → See the apps used

Marketing & GrowthFor Asset Management Founders5 apps11 steps~22 min to set up

Outcome

What you'll set up

A registration-to-CRM pipeline that automatically pulls webinar attendees into your LP relationship tracker, tagged by engagement level and attendance status

Automated pre-webinar reminder sequences and post-webinar follow-up emails that go out without you touching them, drafted in your voice

A Growth Analyst digest that tells you, each week, which referral channels drove registrations, which content converted, and where to focus your next webinar promotion

The Starch recipe

Apps, data, and prompts

The combination of Starch apps, the data sources they pull from, and the prompts you use to drive them.

Apps used

CRM Scheduling Email Agent Growth Analyst LinkedIn Automation

Data sources & config

Starch connects directly to Google Calendar and Calendly via scheduled sync for real-time availability and booking data. Gmail is connected via scheduled sync so Email Agent can triage registrant messages and send follow-up drafts. PostHog is connected from Starch's integration catalog; the agent queries it live when generating the Growth Analyst weekly digest. LinkedIn outreach and connection management runs through browser automation on your behalf — no LinkedIn API needed. Zoom is reachable from Starch's integration catalog for pulling registrant and attendance data live.

Prompts to copy

Build me a CRM for tracking webinar attendees who are potential LPs. I need fields for: fund size they manage, strategy fit (yes/maybe/no), whether they attended or just registered, follow-up status (emailed, called, met, passed), and notes from our conversation. Pipeline stages: Registered → Attended → Followed Up → Meeting Booked → In Diligence → Passed.

Set up a booking page for a 45-minute post-webinar intro call with me. Call it 'Follow-up: [Webinar Title]'. Block 15 minutes before and after each slot. Only show availability Tuesday through Thursday, 10am–4pm EST. Sync with my Google Calendar.

Every time I get an email from someone who registered for or attended our webinar, triage it as high priority. Draft a reply that thanks them for attending, references a specific point from the webinar description I'll paste in, and invites them to book a follow-up call using this Calendly link: [link]. Keep it under 5 sentences.

Every Monday morning, send me an email digest summarizing: total webinar registrations this week, which referral sources drove the most signups (LinkedIn post, email list, partner intro), and which landing page variants are converting best. Pull from PostHog.

Review my LinkedIn connection requests daily. Accept anyone who lists themselves as an allocator, family office, LP, endowment, or institutional investor. Also send connection requests to people who work at RIAs, single-family offices, or fund-of-funds with more than $100M AUM.

Run these in Starch → or paste them into your favorite agent

Walkthrough

Step-by-step

1 Connect Calendly and Google Calendar via scheduled sync in Starch. This gives Starch live visibility into your webinar registration events and your calendar availability, so your post-webinar booking page reflects real open slots without manual updates.

2 Start with the Scheduling app from the App Store and customize it: create a meeting type called 'Post-Webinar Intro' at 45 minutes, add 15-minute buffers, restrict availability to Tue–Thu 10am–4pm, and generate a shareable link you'll drop into every follow-up email.

3 Open the CRM app and describe your LP pipeline in plain English — tell Starch the fields that matter (fund size, strategy fit, attendance status, follow-up stage) and it builds the schema. You're not configuring a generic HubSpot pipeline; you're describing how you actually track allocator relationships.

4 Before the webinar, export your registrant list from Zoom (queried live from Starch's integration catalog) and import it into your CRM. Tag every contact as 'Registered' and note how they found the webinar (LinkedIn post, email, referral) so you can see which channel performed.

5 Set up the LinkedIn Automation app to run outbound connection requests to allocators and family office professionals matching your ICP. Schedule it to fire the day your webinar promotion goes live so you're building pipeline in parallel with your registration push.

6 On webinar day, after the session ends, Starch pulls the Zoom attendance data and you update CRM records from 'Registered' to 'Attended' or 'No-Show' — a two-minute task instead of an hour of cross-referencing spreadsheets.

7 Activate Email Agent with a standing rule: any email from a webinar registrant gets triaged as high priority, summarized, and a draft reply prepared referencing your webinar topic and including your booking link. You review and send with one click instead of writing from scratch.

8 For your top 10–15 attendees (anyone you marked 'high fit' in the CRM), use LinkedIn Automation to send a personalized connection request referencing the webinar — Starch runs this through browser automation so it looks like normal human activity, not a bulk blast.

9 Connect PostHog from Starch's integration catalog and activate the Growth Analyst app. Tell it to include a webinar registration section in your weekly Monday digest: total signups, top referral sources, landing page conversion rates, and which LinkedIn post or email drove the most clicks.

10 Set a Starch automation to remind you every Friday to review your CRM for attendees who've been in 'Followed Up' status for more than 7 days without a reply — these get a second-touch email drafted by Email Agent, referenced to a specific point they might have missed.

11 After three to four webinars, review your Growth Analyst digests side by side to see which topics, promotional channels, and outreach timing drove the highest attendance-to-meeting conversion. Use those numbers to decide whether next quarter's webinar is worth running on the same cadence.

See this running on Starch

Connect your tools, describe what you want, and the agent builds it. Closed beta is free.

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Worked example

April 2026 Emerging Markets Credit Webinar

Sample numbers from a real run

Registrants (total)	87
Attended live	54
No-shows emailed within 24hrs	33
Post-webinar intro calls booked	11
In LP diligence after 30 days	3
Hours spent on follow-up ops (estimated)	2

You ran an 'Emerging Markets Credit in 2026' webinar targeting family offices and RIA allocators. 87 people registered; 54 showed up live. Immediately after the session, Starch's Email Agent queued 33 personalized no-show follow-ups — each referencing the webinar recording and your booking link — and sent them within the hour without you touching them. 54 attendees received a shorter thank-you with the same booking link. By the end of the week, 11 intro calls were booked directly through your Scheduling page, skipping the back-and-forth entirely. LinkedIn Automation sent connection requests to 22 attendees who'd mentioned 'family office' or 'allocator' in their profiles, operating through browser automation so activity looked organic. Your Monday Growth Analyst digest the following week showed that 61% of registrants came from a single LinkedIn post you'd published the Tuesday before the webinar, versus 28% from your email list — useful data for where to put effort for May. Three of those 11 intro calls moved into active LP diligence conversations by day 30. Total time spent on follow-up ops: roughly 2 hours across the whole cycle, mostly reviewing CRM records and approving email drafts.

Measurement

How you'll know it's working

Registration-to-attendance rate (target: 55–65% for a cold audience, 70%+ for your existing LP list)

Attendance-to-intro-call conversion rate (how many live attendees book a follow-up; benchmark: 15–25% for a relevant, qualified audience)

Referral source breakdown — which channel (LinkedIn, email list, partner intro) drove the most qualified registrants, not just volume

Days from webinar to first LP meeting booked (a proxy for how tight your follow-up cadence is)

Pipeline value added per webinar — how many attendees enter active diligence within 60 days, and at what approximate allocation size

Comparison

What this replaces

The other ways teams handle this today, and how the Starch version compares.

HubSpot + Calendly + Mailchimp stack

Each tool does one job, but connecting them requires Zaps or manual exports — attendee data doesn't flow into your CRM automatically, and none of it drafts follow-ups for you.

Juniper Square or Addepar

Built for established fund ops teams with a dedicated investor relations hire; pricing starts at $50k+/year and assumes you're not also doing your own outreach and email.

Notion + Airtable (DIY CRM)

Flexible but static — you build the schema yourself, there's no AI triaging your inbox or drafting follow-ups, and it doesn't connect to Calendly or LinkedIn without manual work.

Demio or On24 (webinar platform with built-in follow-up)

Webinar-specific tooling handles registration and recording well, but follow-up sequences are generic drip emails — not personalized drafts that reference your actual conversation, and they don't connect to a real LP CRM.

On Starch RECOMMENDED

One platform — crm, scheduling, email agent all running on connected data. Setup in plain English; numbers stay current via scheduled syncs and live agent queries.

Try it on Starch →

FAQ

Frequently asked questions

Can Starch pull attendee data directly from Zoom after the webinar?

Yes. Zoom is reachable from Starch's integration catalog, so the agent can query your webinar registrant and attendance data live when you need it. You'd use that data to update CRM records and trigger follow-up sequences — no manual CSV export required.

Will the LinkedIn outreach look like automation? I don't want my account flagged.

LinkedIn Automation runs through browser automation — Starch operates your browser at human-paced intervals, the same way you'd click through LinkedIn yourself. It doesn't use the LinkedIn API, which is what typically triggers rate limits and account flags on other tools.

I don't have a PostHog setup. Can I still use the Growth Analyst for webinar tracking?

Growth Analyst is built primarily around PostHog for traffic and conversion data. If you're not running PostHog on your landing pages, you'd need to add it — it's a lightweight snippet install. Without it, Growth Analyst won't have the funnel data to analyze. That's worth being honest about upfront.

Is Starch SOC 2 certified? I need to think about LP data security before loading contact info.

Starch is not SOC 2 Type II certified today. If your LPs or your compliance posture requires SOC 2 before storing investor contact data on a third-party platform, that's a real consideration to weigh. It's on the roadmap; we'd rather you know now than find out later.

Can I customize the CRM fields for LP-specific data — like commitment size, strategy fit, or diligence stage — instead of using a generic sales pipeline?

That's exactly what the CRM app is built for. You describe your LP pipeline in plain English — the stages, the fields, the way you actually think about a relationship — and Starch builds the schema to match. You're not mapping your process onto someone else's Salesforce template.

What if I want to track webinar attendees across multiple events over time — can Starch handle longitudinal LP relationship data?

Yes, because you own the CRM schema. You'd add a field for 'webinars attended' and update it after each event. Starch isn't a data warehouse — it's a live operational surface — so this works well for active relationship management, but if you need archived analytics across years of LP touchpoints, you'd want to pair it with a dedicated data store.