# Virtual Summit Software Features That Help Coaches Turn Events Into Client Attraction Assets

> EventRaptor's virtual summit features, organized by job: speakers, agreements, schedule, pages, emails, promoter links and GoHighLevel sync.

URL: https://virtualsummits.com/features
Author: Steve Eriksen (https://eventraptor.com/about-steve)
Publisher: EventRaptor (https://eventraptor.com)
Published: 2026-05-04
Updated: 2026-11-01
Section: Product News

If you're a coach, a therapist or healing practitioner, or you run an expert-led service business, you've probably heard that a virtual summit can build your authority. The part people tend to skip is what the software actually does for you, and what's still left for you to do.

Here's the short answer. EventRaptor's virtual summit software handles the running of a summit: speaker applications and agreements, the session schedule, registration and event pages, reminder and follow-up emails, promoter links and leaderboards, giveaways, and syncing registrants into GoHighLevel/CRMRaptor with tags. A summit becomes a client attraction asset once those pieces feed your follow-up, so the people who registered keep hearing from you after the last session ends.

[Jennie and I built EventRaptor](/about-us) because no summit system on the market worked for my coaching clients. We designed it around a real person, a 70-year-old group coaching client who had only been using computers for two or three years. In December 2021 she ran a virtual summit with twelve speakers on EventRaptor, without help from anyone else. Since the first published event in July 2021, more than 575 summits have run on the platform, with more than 110,000 event registrations between them.

I've grouped the features below by the job each one does. That way you can see what you'd hand off and what still needs you.

## Key Takeaways

- [Judge summit software by the jobs it takes off your desk](/how-to-choose-virtual-summit-software): speaker coordination, pages, reminders, promoter tracking and CRM updates.
- Set up speaker applications and agreements early, so every speaker who says yes arrives with signed terms and session details in one place.
- Connect registration to GoHighLevel/CRMRaptor with tags before you open the doors, so follow-up can start the day someone signs up.
- Give every speaker a promoter link and let them see the leaderboard, because it's much easier to track promotion that everyone can see.
- Decide on your offer and your follow-up before the event. The software organizes the attention, and your next step is what turns it into client conversations.

## Which Summit Jobs the Software Takes Off Your Plate

A summit is a project made of dozens of small tasks. None of them are hard on their own. Together they eat evenings. If you're still deciding whether the format suits you, start with [what a virtual summit is](/what-is-a-virtual-summit) and how coaches and experts use one, then come back here.

This table shows the main jobs, how they usually get done by hand, and what EventRaptor does instead.

| Job | Done by hand | In EventRaptor |
|---|---|---|
| Recruiting speakers | Email threads and a spreadsheet of who said yes | Speaker applications, invitations and presentation review in one list |
| Agreements | PDFs sent back and forth, then chasing signatures | Agreement templates speakers sign online, with status tracking (plan-supported) |
| Schedule | Rebuilding the agenda every time a session moves | Event calendar, session scheduling, tracks and on-demand schedules |
| Pages | A page builder, copied links, a new page per speaker | Registration, thank-you, attendee dashboard and custom event pages |
| Emails | Reminders scheduled one by one in a separate tool | Welcome, reminder, VIP, nurture and follow-up emails tied to event timing |
| Promotion | Guessing which speakers actually shared | Unique promoter links, performance reporting and a leaderboard |
| CRM | Exporting a CSV and importing it somewhere else | Registrants and speakers sync to GoHighLevel/CRMRaptor with tags |

The time saving comes from setting things up once and letting the records do the work. Own Your Stage, the first summit Jennie and I ran on EventRaptor in February 2022, took about 20 hours of admin. It brought in about 600 registrations and added 466 new people to our list.

## Speakers and Applications

Speakers are what make a summit a summit. They're also where most of the coordination lives: bios, headshots, session titles, files, who's confirmed and who's gone quiet.

In EventRaptor, speakers apply through the platform or you invite them directly. Each speaker has a profile, and each presentation sits in a review list where you can read it, tag it and decide. Where your plan supports it, speakers upload their own materials, so you aren't digging attachments out of your inbox the week before launch.

Tagging comes in handy as the list grows. For example, a health coach planning a summit on sleep and hormones might tag presentations by theme, then use those tags to balance each day's lineup. That's a hypothetical, but it shows the kind of sorting that gets [painful in a spreadsheet](/automation/hidden-cost-coaching-events).

Speaker records can also sync to your CRM with tags based on where each presentation stands. So the speakers you're talking to become part of your relationship pipeline instead of a forgotten list.

Finding speakers is its own job. The EventRaptor speaker directory lists more than 3,800 speakers who want to be invited to events. Jennie also runs Speaker Connections, a free networking event on Zoom on the first and third Tuesday of each month, where usually 70 to 110 speakers and hosts meet. If you'd like the full picture of keeping all this out of your inbox, read [how to run a professional speaker event without managing everything from your inbox](/summit-planning/run-a-professional-speaker-event-without-managing-everything-from-your-inbox).

## Speaker Agreements Without the Paperwork Chase

The first time I ran a summit, I built it over two weeks with 27 speakers and no summit system, working 16 to 18 hours a day. I don't recommend that timeline to anyone! When the deadline is that tight, the details that matter most for the relationship are the first to slip, like what each speaker has agreed to.

EventRaptor's speaker agreement workflow covers the whole loop, on plans that include it:

1. You set up an agreement template for the event.
2. Speakers sign it online.
3. The platform generates a signed PDF.
4. You track who has and hasn't signed from one status view.
5. If terms change, you can revoke an agreement and ask for a new signature.
6. Notifications tell you when agreements come in.

What goes into the agreement is your call. Most hosts cover how recordings will be used, what promotion they're asking for, and whether speakers can make an offer at the end of their session. Signed terms make the promotion conversation much easier later, because nobody has to remember what was said on a call three months ago.

## Sessions, Schedule and Run of Show

Once speakers are confirmed, you need an agenda that holds up when someone asks to swap days. EventRaptor gives you an event calendar and session scheduling, with tracks if you're running parallel streams and on-demand schedules for prerecorded sessions.

The schedule, speaker pages and attendee dashboard all draw on the same speaker and session records. Move a session, and you're not editing three separate pages to match.

For the live days, there's a run of show, a program at a glance, and a presentation timer to keep sessions on time. Live sessions run on Zoom, and each session gets its Zoom join link, so attendees know exactly where to click.

## Registration, Event Pages and the Attendee Dashboard

Your registration page is the front door, and the attendee dashboard is where people come back to every day of the event. Both shape how professional you look to people who've never met you.

In the event setup you control the registration window, the event timing, your event URLs and when everything goes live with publish controls. Then you build the pages:

- A registration page and a thank-you page
- An attendee dashboard with the schedule and session access
- Custom event pages for anything else you need, such as a VIP offer
- [Reusable templates](/automation/reusable-launch-infrastructure), versions and draft or publish control, so you can edit without breaking the live page

Behind the pages sits registration management. You get a searchable, filterable registrant list showing VIP status and which promoter each person came through. You can export it, watch registration growth over time, and sync registrants to your CRM.

## Reminder, Nurture and Follow-Up Emails

A lot of registrants never show up, and most of the time it's because they forgot. Reminders that land at the right moment are among the simplest ways to protect the attention you worked hard to get.

EventRaptor's email workflows include welcome emails, scheduled reminders, VIP package promotions, nurturing emails and follow-up emails. Dynamic placeholders personalize each message, and you can manage drafts and see the send status of each email. The emails run on the event's timing, so if your summit dates shift, you aren't rescheduling every reminder by hand.

One lesson from my own events belongs here. At one summit I was too exhausted to put a proper offer together. Speakers and attendees loved it, and it added 476 new people to our list, yet it made only about $1,800 during the event. The emails went out fine. What was missing was a clear next step for people to take. I still count it a success, because those people will keep buying for years, but the offer deserves as much planning as the reminders.

## Promoter Links and Leaderboards Speakers Can See

Speaker promotion is how a summit reaches people beyond your own list. More than 5,000 people on the EventRaptor list came from other speakers promoting our summits.

Every speaker or partner gets a unique promoter link. EventRaptor tracks registrations through each link, gives you performance reporting, and shows a leaderboard. When speakers can see the leaderboard, promotion turns into a friendly, visible game. And you can see who's sharing without sending awkward check-in emails.

Attribution helps after the event too. Because each registrant carries the promoter who referred them, you can see which partnerships brought in people who later became clients. That tells you who to invite back. For a practical way to organize links, deadlines and swipe copy, see [how to build a speaker promotion dashboard that keeps your summit momentum moving](/summit-planning/build-speaker-promotion-dashboard-summit-momentum).

## Giveaways and Public Directories

Not every audience-building event needs to be a summit. EventRaptor also supports collaborative giveaways, where several contributors each offer a free gift and promote the campaign together.

The giveaway tools cover contributor workflows (applications, invitations and contribution status), gift management, registration setup, leaderboards and exports. Giveaways can appear in a public directory, alongside directories for events and speakers.

For example, a relationship coach who isn't ready for a full summit might start with a giveaway alongside a handful of peers. It builds partner relationships and a list, which makes the first summit easier to fill later. Treat that as one possible sequence, not a rule.

## GoHighLevel and CRMRaptor Sync, Where Registrants Become Conversations

This is the part that decides whether a summit fills your calendar or just fills your list.

I watched it happen with our own customers. EventRaptor made running a summit easy, yet many hosts still struggled afterward, because they had no process for turning registrants and attendees into clients. They'd add hundreds of people to their list and convert few or none. In my experience, a good follow-up process might turn 10 to 15% into clients. That's my experience, not a promise. "Build it and they will come" is a myth.

So EventRaptor connects to GoHighLevel natively. CRMRaptor is our white-labelled GoHighLevel, so it's the same CRM environment under our name. Registrants sync across with tags as they sign up, and speaker records sync with tags based on presentation status. Custom fields and values can carry event details across, and the integration also supports calendars and access to funnels and workflows.

In practice, the event platform runs the summit itself and GoHighLevel/CRMRaptor keeps the relationship going once people are in your CRM. You keep GoHighLevel for your CRM and sales. EventRaptor sits on top of it as the summit layer, so you don't rebuild speaker pages, links and schedules by hand inside a funnel builder for every event.

A simple setup might look like this:

1. Everyone who registers gets a summit tag and enters a short welcome sequence.
2. VIP buyers get a separate tag and hear about the VIP experience, not the upgrade pitch.
3. Registrants who came through a speaker's link carry that promoter, so you can thank partners with real numbers.
4. After the event, a nurture sequence invites the right people to book a call on your calendar.

## What the Done-for-You Team Adds

You can run a summit on EventRaptor yourself, have us work alongside you, or [have our team produce the whole thing](/lets-build-your-summit). We've offered done-for-you and done-with-you summit design and production since February 2022, and we've hosted 13 summits of our own and over 40 summits for clients.

When we produce a summit for you, the team uses tools that aren't self-serve features:

- AI copy tools for copywriting blueprints, VIP sales pages, swipe copy for speakers, session descriptions and speaker introductions
- Zoom meeting setup for your sessions
- Social media and video cover image generators, so every session has matching graphics
- Google Calendar session sync for upcoming speaker sessions

That leaves your job as teaching, hosting and selling. If you're worried that handing this over means losing your voice, [keeping your coaching voice intact when a team builds your funnel](/coaching-business/keep-your-coaching-voice-intact-when-team-builds-funnel) covers how to protect it.

One client example shows what a produced summit can do. Lucy Bedewi, a personality-driven copywriter at My Write Hand Woman, hosted the Out-Earn Your Man summit in September 2021, and we produced it for her on EventRaptor. Her email list grew from 25 people to 825 people. She booked 4 discovery calls right after she presented, all 4 became clients, and her talk brought in $10K in sales. This is one person's result. It doesn't predict results for another host.

And on the most recent summit we produced, several attendees and speakers told us it was "the best run summit they had ever seen".

## What EventRaptor Doesn't Do

You should know the limits before you choose any platform, so here they are plainly.

- No in-event networking, Q&A or polls inside the platform. If live interaction is central to your format, plan for it before you commit.
- No team accounts. If your plan involves several assistants each needing their own seat under one account, ask about it first.

A couple of things that are on the positive side of the ledger: EventRaptor takes no ticket fees on summit sales, and support runs through 24/7 live chat and 24/7 email tickets, with Zoom support sessions by booking, subject to availability.

EventRaptor also has video view analytics, so you can see how session and replay videos are viewed. Live sessions run on Zoom, and EventRaptor gives each session its join link. Video hosting is available through CRMRaptor, our GoHighLevel solution, so your session recordings and replays don't need a separate video host.

## A Note for Therapists and Healing Practitioners

A summit lets you [teach in public and stand alongside respected peers](/summit-planning/virtual-summits-for-therapists-explained), which suits practitioners who'd rather educate than sell. It's also a good way to build referral relationships with other professionals in your specialty.

A few guardrails matter. Summit sessions are education, so present them that way and keep them clearly separate from therapy. Don't use stories or testimonials from therapy clients on your registration pages or in your emails. And before you publish pages, VIP offers or promotional emails, check them against your licensing board's advertising rules. EventRaptor's pages and emails give you full control over the wording, so you can keep everything inside those rules.

For example, a couples therapist might host a summit on everyday communication habits for partners, with speakers who are other therapists, coaches and authors. That's a hypothetical, and it would be an educational event that may lead some attendees to inquire about her private-pay groups or workshops.

## Frequently Asked Questions

### Does EventRaptor Host the Video for My Summit?

Video hosting is available through CRMRaptor, EventRaptor's GoHighLevel solution, so your session recordings and replays don't need a separate video host. Live sessions run on Zoom, and EventRaptor provides the Zoom join link for each session on the attendee dashboard. EventRaptor also has video view analytics, so you can see how session and replay videos are viewed. EventRaptor handles the speakers, schedule, pages, emails, promoter tracking and CRM sync around those sessions.

### Can EventRaptor Connect to My CRM?

Yes. EventRaptor has a native GoHighLevel integration, which also covers CRMRaptor, our white-labelled version of GoHighLevel. Registrants and speakers sync across with tags, so your follow-up workflows can start as soon as someone registers.

### Does EventRaptor Charge Fees on Ticket Sales?

No. EventRaptor takes no ticket fees on summit sales. That matters if you plan to sell VIP upgrades, because the revenue from those sales isn't reduced by a platform percentage.

### Can I Run a Summit Myself, or Do I Need the Done-for-You Team?

Either works. EventRaptor was designed to be easy enough for someone new to technology, and a 70-year-old coaching client ran a twelve-speaker summit on it without help. If you'd rather focus on teaching and selling, our team can produce the summit for you or work alongside you.

### What Support Is Available While I Set Up My Summit?

EventRaptor offers 24/7 live chat and 24/7 email tickets. Zoom support sessions are available by booking, subject to availability.

## Your Next Step

Take the table near the top of this page and mark each job one of three ways: I'll do it, the software does it, or I want someone else to do it. Most coaches and practitioners find two or three jobs they never want to touch again, and that tells you whether self-serve, done-with-you or done-for-you suits you.

If you'd like help deciding, [Book your Client Attraction Planning Call](/planning-call). We'll look at what you sell, how people find you now, and whether a summit, a smaller event or better follow-up makes the most sense for your practice right now.