A pre-event nurture path is the short run of emails, pages and dashboard messages people see between registering for your summit or workshop and the start of the first session. A good one confirms the registration, gets the date into their calendar, shows them what's coming, reminds them at the right moments and quietly invites the few who are already ready to talk with you.
I'm writing this for the coach, therapist or expert-led service owner who has helped a lot of people but still sees clients arrive in bursts. Maybe you've run an event before. People signed up, and then a big share of them never showed. Usually the problem started in the quiet days between sign-up and day one.
Those days are when a registrant decides whether your event matters to them. Here's how to use them well, without sending a flood of emails or turning into a marketer you'd hate to hear from.
Key Takeaways
- Ask one question in your confirmation email, such as "What are you most hoping to get from this?", so registrants start a conversation with you before day one.
- Put the date in their time zone, an add-to-calendar link and the dashboard link on your thank-you page, so nobody has to dig for access details later.
- Schedule reminders relative to the event start time, and make each one useful even if it's the only email someone opens.
- Make your biggest push in the final week, when attendees are paying the most attention.
- Keep the call invitation soft and aim it at registrants who've already shown they're ready, mentioning it once or twice at most.
Why the Days Before the Event Decide Who Shows Up
Chris Krimitsos, who runs Podfest, made a point on the Virtual Summit Strategies podcast that changed how I think about the lead-up. Ask most hosts when their audience is most excited and they'll say the keynote or the after party. He says it's right before the event starts. Once it begins, the excitement drops, and the host's job is to keep lifting it and finish on a high. He also said that's when people pay the most attention to your messages.
So the lead-up is prime time.
Brandon Olson, who ran a one-day summit for AWeber, said the same thing in plain email terms. You can't let someone sign up and then not touch them again until the summit. People are keen when they register, and you need emails leading up to the event so you don't lose that spark.
There's a business reason too. Running a summit on EventRaptor got easy for our customers, but many still struggled afterwards because they had no process for turning registrants 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% of them into clients. That's my experience, not a promise. Pre-event nurture is the first half of that follow-up process, and it starts the moment someone hits Register.
What Belongs in a Pre-Event Nurture Path
You don't need dozens of pieces. You need a few that each do one job well.
| Touchpoint | When it appears | Its job | What to include |
|---|---|---|---|
| Thank-you page | Right after registering | Confirm and set expectations | Date and time, add-to-calendar link, dashboard link, one next step |
| Confirmation email | Within minutes | Start a conversation | Access details, one reply question, link to the agenda |
| Agenda or speaker page | Linked from every email | Build anticipation | Session titles, who each session suits, speaker photos and short bios |
| Value emails | Spread across the lead-up | Keep interest warm | Speaker previews, a short tip, a community invite |
| Reminder emails | Final week, day before, morning of, doors open | Get people into the room | Join link, start time in their time zone, what to bring |
| Dashboard messages | Before, during and after the event | Give one reliable home base | What's on now, what's next, VIP content |
| Soft call invitation | After a telling reply or registration answer | Open a conversation with ready people | One sentence, one link, no pressure |
Building the Path One Piece at a Time
1. Set Up the Thank-You Page First
The thank-you page is the first thing every registrant sees, and most hosts treat it as an afterthought. Give it three things: the event date and time, a button to add it to their calendar, and the link to the attendee dashboard where everything will live.
Then add one small next step. That could be joining a community, watching a two-minute welcome video, or answering a question about what they're struggling with. If you want to go further, there's a whole approach to turning summit registrants into booked calls before the first session starts using this page and your registration questions.
2. Write a Confirmation Email That Starts a Conversation
Jaime Slutzky, who runs summits for other people, made a sharp point about the first email. Someone has just typed their address into your form and asked for something, so that email tends to get unusually high attention. Don't waste it on "You're in" and then go quiet until launch week.
Her advice was to use it to invite people into your community and ask them to reply with what they're most interested in. Then pass those replies to whoever writes your marketing, because registrants will hand you the exact words your audience uses.
Here's a simple hypothetical version for a relationship coach:
You're registered for the Calmer Conversations Summit, which opens Tuesday at 9 a.m. your time. Your dashboard link is below, and it's where every session will appear. Quick question before we start: what's the one conversation at home you'd most like to handle differently? Hit reply and tell me. I read every answer.
That last line only works if it's true, so keep it to what you'll actually do.
3. Give People a Reason to Look Forward to Specific Sessions
A list of 20 session titles doesn't excite anyone. A note saying "If you're a new manager, don't miss Thursday at 2 p.m." does.
Brandon Olson suggested using the lead-up emails to announce new speakers or sponsors as they join. Sasha Bytchoff, talking about one-day and mini summits, went further: nurture people before the event with small live trainings and short snapshots from the speakers, so they get a taste of what's coming and the excitement builds.
A few ways to do this without much extra work:
- Group sessions by the problem they solve and send one short email per group.
- Ask each speaker for a 60-second video saying who their session is for.
- Mark two or three sessions as featured on the agenda page, so first-timers know where to start.
- If your audience lives on Facebook or in a community app, give them a place to meet each other before day one.
4. Time Your Reminders Around the Event
Tom Tate made a point about day-of emails that every host should hear: you're never going to get a 100% open rate. If half your registrants don't open the "we're live" email, half of the people who wanted to come won't know how to get in. That's why reminders need to arrive more than once, and each one should carry the join details.
There's no perfect schedule, but here's a reasonable starting point for a three-day summit. It's a hypothetical example, not a tested formula:
- Seven days out, send a speaker preview with the dashboard link.
- Three days out, share the "where to start" email built around your featured sessions.
- The day before, send the full day-one schedule, the join link and what to have ready (a notebook, a quiet hour, one question for the speakers).
- On the morning of, keep it short: what's on today, and the link.
- As doors open, send one line saying "We're live, come on in" with the link.
- Repeat steps 4 and 5 each event day, leading with whichever sessions you think your audience will care about most.
Time zones trip a lot of hosts up. Always show the start time in a way people can't misread, and give a calendar link so their own device does the converting.
5. Use the Dashboard as the Attendee's Home Base
Emails get buried. The dashboard is the one place attendees can always return to, so make it change with the event.
Before doors open, it should say when things start, show the agenda and repeat your welcome. While the event is running, it should show what's on now and what's next. After it closes, it should point to replays if you offer them, your VIP package and your next step. If you sell a VIP upgrade, VIP attendees can see their own version of each message.
6. Add a Soft Invitation to Talk
Some registrants arrive already wanting help. They answered a registration question with "I need this sorted in the next 90 days," or they replied to your first email with a long, specific story. Making them wait until the follow-up sequence after the event isn't doing anyone a kindness.
Offer them a short call, once, in plain words:
A few people have asked whether working together makes sense for them. If that's you, here's my calendar. If you'd rather just enjoy the summit, that's perfect too.
Keep it optional and specific. Once someone books, what they see between booking and the call matters just as much, and that's covered in the pre-call trust path that makes prospects easier to serve.
Where the VIP Offer Fits
The lead-up is also the natural time to mention your VIP package, while excitement is high. When Jennie and I ran Own Your Stage in February 2022, we sold 109 VIP tickets at $47. I've also run a summit where I was too exhausted to put a proper offer together. Speakers and attendees loved it and it added 476 new people to our list, but it made only about $1,800 during the event. Those are our own results, and they don't predict what another host will see. The lesson stuck with me, though: decide on your offer before the nurture emails go out, so it has a place in them.
Making the Final Week Feel Like an Event
Chris Krimitsos ran a pre-event week for Podfest because that's when people are most excited, and he said most hosts skip it. One idea worked better than expected. His team made speaker cards to share, then offered attendees "I'm attending" cards too. At least a hundred people asked for one. His rule of thumb: attendees will always get you more attendees.
For a coaching summit, the final week might include:
- A shareable "I'm attending" graphic with your registration link
- A 20-minute live warm-up where you explain how to get the most from the event
- A daily speaker snapshot
- A reminder to block time in their calendar, with the link to do it
Notes for Therapists and Healing Practitioners
All of this works for a private practice too, with a few adjustments, which our guide to virtual summits for therapists and healing practitioners explores further. Present your event as education, and don't promise mental health outcomes in your emails or on your agenda. Keep registration questions general, and never ask for clinical details on a form. Don't use therapy client stories in any of your messages. If you invite people to a call, describe it as a conversation about whether your services or programs are a good fit, not as a session. And check your licensing board's advertising rules before you write the sequence, because some boards have specific rules about testimonials and claims.
The good news is that a teaching-led lead-up suits you. People get to see how you think before they ever book, and nobody gets a hard sell.
What EventRaptor Takes Off Your Plate
Here's the work that tends to swallow a host's week, and how it gets handled.
The welcome email goes out automatically when someone registers. Reminder and nurture emails are scheduled relative to the event start, so if you move the date they move with it. Date and time placeholders show the start time in the format you choose, and you can send test emails and check send status before anything reaches your list.
The thank-you page, attendee dashboard and agenda come from the same event, so you aren't rebuilding links across three tools. Dashboard messages switch between before-open, during and after-close content, and VIP attendees can see their own version. Registrants sync to GHL/CRMRaptor with tags, so the person who answered "I need help now" can get a different follow-up from the person who's just browsing. You can see the full list in our virtual summit software features.
If you'd rather not write any of it yourself, our done-for-you team writes the swipe copy, session descriptions and speaker introductions, and sets up the emails and pages around your event. To give a sense of the workload, Own Your Stage took Jennie and me about 20 hours of admin for about 600 registrations.
One honest limit: live sessions run on Zoom, and EventRaptor doesn't have in-event polls or Q&A, so plan your engagement around Zoom's own tools or your community space.
A Pre-Event Nurture Checklist
- Thank-you page shows the date, a calendar link and the dashboard link
- Confirmation email asks one question people can reply to
- Agenda page says who each session is for
- At least two value emails before the final week
- Reminders the day before, the morning of and at doors open, each with the join link
- Dashboard messages written for before, during and after the event
- VIP offer decided and placed in the sequence
- One soft call invitation for ready registrants
- Registrant tags flowing into your CRM
- Board advertising rules checked, if you're a licensed practitioner
If some registrants still aren't ready after the event, that's normal. A slower, respectful path like a premium prospect journey for people who need more time picks up where this one ends.
Frequently Asked Questions
How Many Emails Should I Send Before a Virtual Summit?
Most hosts do well with a confirmation email, two or three value emails and three or four reminders around the start. Whatever the count, every email should give people something useful, such as a speaker preview, a schedule or the join link. If you can't say what an email is for, cut it.
When Should Summit Reminder Emails Start?
Start a week out with a preview, then send the day before, the morning of and as doors open. Each event day should get its own short reminder. Never assume people opened the earlier ones, so include the join link every time.
What Should a Summit Confirmation Email Say?
It should confirm the date and time, give the dashboard link and explain what happens next. Then ask one simple question registrants can reply to, like what they most want from the event. The replies tell you what your audience cares about and start a real conversation.
Is It Pushy to Invite Registrants to a Call Before the Event?
Not if it's optional, mentioned once or twice, and aimed at people who've already shown they want help. Say plainly that they're welcome to just enjoy the event. Pushy is repeated pressure. A single, clear offer is a courtesy to people who are ready.
Does This Work for a Small Workshop as Well as a Summit?
Yes. A one-hour workshop needs fewer emails, but it still needs the thank-you page, a confirmation with a reply question, reminders the day before and at start time, and a clear next step. The smaller the event, the more each touchpoint matters.
Your Next Step
Before you touch anything else, write the one question your confirmation email will ask. Choose something your ideal client would love to answer, and decide now what you'll do with the replies. That single change turns your first email into the start of a conversation.
If you'd like help mapping the whole lead-up for your next summit or workshop, from the thank-you page through to the follow-up after the event, Book your Client Attraction Planning Call. We'll look at what you sell and who you serve, and work out which pieces your event needs.