Marketing & Growth

How to run a b2b webinar funnel as Educators, Coaches, and Course Creators

Marketing & GrowthFor Educators, Coaches, and Course Creators4 apps10 steps~20 min to set up

You run a webinar every six weeks to fill your next cohort. The week before, you're manually exporting your ConvertKit or Mailchimp list to see who registered but hasn't paid, copy-pasting Calendly or Zoom links into emails, chasing no-shows the morning of, and then trying to figure out afterward which attendees actually converted to paying students. Your Stripe and your email list never talk. You rebuild the same follow-up sequence from scratch every launch. You know a third of attendees buy within 72 hours if you catch them right, and you're missing half of them because you're still updating a Google Sheet at midnight.

Build this on Starch → See the apps used

Marketing & GrowthFor Educators, Coaches, and Course Creators4 apps10 steps~20 min to set up

Outcome

What you'll set up

A registration-to-enrollment pipeline that tracks every webinar lead from signup through attended, followed up, and paid — without a manual spreadsheet update in sight

Automated post-webinar email sequences that go out based on what someone actually did (registered, showed up live, watched replay, bought) instead of one blast to everyone

A weekly digest that tells you which traffic sources filled your last webinar and which follow-up messages converted attendees into enrolled students, so you can stop guessing what to do differently next launch

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 Email Agent Growth Analyst Scheduling

Data sources & config

Starch syncs your Gmail data on a schedule so the Email Agent can read and draft replies to registration and post-webinar threads. Starch syncs your Google Calendar directly so the Scheduling app shows real-time availability for post-webinar sales calls. Connect Stripe, ConvertKit, and Google Analytics 4 from Starch's integration catalog — the agent queries them live when your CRM or Growth Analyst report needs enrollment or traffic data. Zoom registration pages and any webinar platform without a direct API (like Kajabi webinars or a Thinkific landing page) are reachable through browser automation — no API needed.

Prompts to copy

Build me a CRM for my cohort webinar funnel. Each contact should have fields for: webinar name, registration date, whether they attended live or watched the replay, follow-up email stage (registered / attended / followed up / enrolled / declined), payment status from Stripe, and the course they enrolled in. I want a pipeline view with those stages as columns so I can see at a glance who's stuck at 'attended' and hasn't enrolled yet.

Set up an Email Agent that monitors my Gmail inbox after each webinar. When someone replies to a follow-up email asking about payment plans, enrollment deadlines, or whether the course is right for them, draft a reply using the context from their registration and attendance record. Flag anything that needs a personal touch from me.

Build me a Growth Analyst report that runs every Monday and tells me: how many people registered for the last webinar, what percentage attended live vs. watched replay, what my show-up rate was, what percentage of attendees enrolled within 72 hours, and which traffic sources (from UTM parameters in Google Analytics 4 or from my ConvertKit tags) drove the most registrations this month.

Create a scheduling page for a 20-minute 'Is this course right for me?' call that only appears in my follow-up emails to attendees who opened but didn't buy within 48 hours. Sync it with my Google Calendar availability and add a 15-minute buffer before and after so I'm not jumping straight from a sales call into teaching.

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

Walkthrough

Step-by-step

1 Connect Gmail and Google Calendar as scheduled-sync providers in Starch — these are the backbone of your follow-up and booking flows, so set them up first and confirm the sync is pulling your last 30 days of messages and your upcoming calendar events.

2 Connect Stripe from Starch's integration catalog so enrollment and payment status can be queried live inside your CRM. If you use ConvertKit or Mailchimp, connect those from the integration catalog too so your email tags and segments are visible to your pipeline.

3 Install the Starch CRM starter app and tell it to adapt to your webinar funnel: describe your pipeline stages (Registered → Attended Live → Watched Replay → Followed Up → Enrolled → Declined) and the fields that matter (webinar name, payment plan, course interest, attendance type). Starch builds the schema around your process, not a generic sales template.

4 Before your next webinar, import your registrant list into the CRM — either by connecting your registration page's confirmation emails through Gmail sync, or by having Starch automate the export from your webinar platform through browser automation if there's no direct API.

5 After the webinar ends, tag each contact with their attendance status (live, replay, no-show) — either manually for your first run or by having Starch read the Zoom or Kajabi attendance export through browser automation and update CRM fields automatically.

6 Trigger your post-webinar email sequence through your connected ConvertKit or Mailchimp account. The Email Agent monitors your Gmail inbox for replies and drafts responses to common questions (payment plans, start dates, curriculum questions) using context from the contact's CRM record.

7 Set up the Scheduling app with a '20-min course fit call' meeting type, link it to your Google Calendar, and configure it so you only share the link with contacts who are in the 'Attended / Followed Up' stage and haven't moved to 'Enrolled' within 48 hours — paste the booking link into your Day 3 follow-up email.

8 Connect Google Analytics 4 from Starch's integration catalog and set up the Growth Analyst to run a Monday morning report covering webinar registration volume, show-up rate, 72-hour enrollment conversion, and which UTM sources or ConvertKit tags drove the most high-converting registrants.

9 After each cohort launch, review the Growth Analyst digest and update your CRM pipeline: which follow-up stage had the highest drop-off, which traffic source had the best show-up rate, whether replay watchers converted at a different rate than live attendees.

10 For your next webinar, tell Starch to clone the CRM pipeline setup and scheduling configuration from the previous cohort — you describe what to reuse or change, and Starch rebuilds it. No more recreating your launch checklist from scratch every six weeks.

See this running on Starch

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

Try it on Starch →

Worked example

April 2026 Cohort Launch — 'Teach Online Without Burning Out' Webinar

Sample numbers from a real run

Webinar registrants	214
Live attendees	89
Replay viewers (72hr window)	54
Enrolled within 72 hours	31
Enrolled after sales call (Days 3–7)	9
Total revenue (40 enrollments × $497)	19,880

You ran a live webinar on a Tuesday at noon with 214 registrants. By the time it ended, 89 people had attended live and 54 more watched the replay in the next 48 hours. Without Starch, you would have blasted the same follow-up email to all 214, had no idea who watched what, and sent your booking link to people who hadn't even opened the replay yet. Instead, the CRM updated attendance status from your Zoom export (pulled via browser automation from Starch), and your Day 2 follow-up email went only to the 143 who engaged — with a different subject line for live attendees versus replay watchers. The Email Agent drafted replies to the 22 people who responded asking about the payment plan ($197 × 3) and flagged 4 that had nuanced questions you answered personally in under 10 minutes. The Scheduling app sent your 20-minute fit call link only to the 68 people who had opened your Day 2 email but hadn't enrolled by Thursday morning. Nine of those calls converted. Monday's Growth Analyst report told you that your LinkedIn traffic had a 24% show-up rate versus 14% from your email list — a number you'd never tracked before — which changed how you allocated your pre-launch content time for the May cohort.

Measurement

How you'll know it's working

Webinar show-up rate (registered → attended live or watched replay within 72 hours)

72-hour enrollment conversion rate (attendees who buy before the cart closes)

Reply-to-enroll rate on post-webinar email sequence (measures whether your follow-up copy is doing its job)

Sales call booking rate and close rate (for high-intent attendees who didn't auto-convert)

Traffic source conversion breakdown (which channel — LinkedIn, email list, podcast, paid — drives attendees who actually enroll, not just register)

Comparison

What this replaces

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

Kajabi or Teachable built-in email + pipeline

Handles email and course delivery in one place, but the pipeline view is rigid, attendance data doesn't flow into follow-up logic, and there's no way to query Stripe or Google Analytics alongside it for a real conversion picture.

ConvertKit automations + manual tagging

Solid for drip sequences, but you're still manually tagging attendance status after every webinar and rebuilding automations from scratch for each launch instead of describing what you want once.

HubSpot (Marketing Hub Starter)

More pipeline structure than most course tools, but costs $50–$800/month, requires meaningful setup time, and won't connect to your Kajabi or Thinkific course data without custom integrations you'd need a developer to build.

Notion CRM template + Zapier

Free and flexible for tracking contacts in a database, but Zapier automations break silently, attendance data still has to be imported manually, and you end up maintaining three systems instead of one.

Google Sheets launch tracker

Zero cost and you already know how to use it, but there's no email drafting, no booking integration, and the sheet becomes wrong the moment you forget to update it after a webinar — which is every single time.

On Starch RECOMMENDED

One platform — crm, email agent, growth analyst 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

I use Kajabi for my webinars and course sales. Can Starch connect to it?

Kajabi doesn't have a scheduled-sync integration with Starch today, but Starch can automate Kajabi through your browser — reading registration lists, pulling attendance exports, and updating records — no API needed. For payment confirmation, Starch can query your Stripe account live from the integration catalog, which is where the enrollment data that actually matters usually lives anyway.

Can Starch send emails on my behalf or does it just draft them?

Both. If you connect Gmail, Starch syncs your email on a schedule and the Email Agent can draft replies for you to approve and send with one click. For your post-webinar broadcast sequences, Starch queries your ConvertKit or Mailchimp account live from the integration catalog and can trigger sends or segment updates based on CRM pipeline stage. Gmail send capability is included in the scheduled-sync Gmail connection.

Will Starch know who attended live versus who watched the replay?

Yes, if you give it a way to see that data. Most webinar platforms (Zoom, Demio, etc.) let you export an attendance report. Starch can read that export automatically through browser automation — you don't have to upload it manually — and update the CRM field for each registrant. From that point, your follow-up sequences can branch on attendance type.

I run a new cohort every six weeks. Do I have to rebuild everything each time?

No. After your first setup, you tell Starch what to reuse or change for the next cohort. Describe it in plain English — 'clone my April webinar funnel, change the cohort name, update the enrollment deadline to June 15, and keep the same email stages' — and Starch rebuilds the pipeline and scheduling rules without you starting from scratch.

Is my student and payment data stored inside Starch?

Stripe and ConvertKit are queried live from Starch's integration catalog, meaning that data is pulled when your apps need it but isn't archived inside Starch long-term. Gmail is a scheduled-sync connection, so your email data does live in Starch's database. Starch is not SOC 2 Type II certified today, which is worth knowing if your course business handles sensitive healthcare or financial coaching data. For most solo educators and coaches, this isn't a blocker — but it's honest to name it.

I don't have UTM parameters on my registration links yet. Can the Growth Analyst still help?

Yes, though UTM data makes it significantly more useful. Without UTMs, the Growth Analyst can still tell you registration volume trends over time, email open and reply rates if you're on ConvertKit or Mailchimp, and enrollment conversion rates from your Stripe data. Add UTMs to your next launch's registration links and the source breakdown becomes one of the most actionable numbers you'll track.