Webinar follow-up for WealthLogix: 34.9% opens on a first-ever campaign

WealthLogix makes presentation software built only for indexed universal life and fixed indexed annuity conversations. After a large educational webinar with Tom Hegna, they needed every attendee and every no-show followed up, from a CRM account that had never sent an email campaign before. ElevAIte built the follow-up, and the attended lane averaged a 34.9% open rate and a 12.0% click rate across 903 sends.

What we built

1. The main website for WealthLogix, with a demo request form wired to two CRMs.
2. Webinar and demo landing pages, and a review hub holding the brand kit, positioning research, competitive analysis and a 90-day plan.
3. Six CRM workflows and 22 templates for the webinar follow-up, split into three cadences: people who attended, people who registered but missed it, and people who opted in afterward.
4. A 42-point verification pass on the build before anything sent, so no contact got the wrong lane or a broken link.

The numbers, measured in the CRM

The strongest single email, a plain thank-you for attending, opened at 56.4% with a 16.8% click rate. Spam complaints were zero across the attended lane, and unsubscribes ran zero to one per email.

A second send: the offer extension, to both lanes at once

When WealthLogix extended the webinar offer to September 30, the CRM lanes had been in a demo nurture for weeks and had never been told a price. We built a three-email notice over nine days and sent it in one wave to 617 people, attended and no-show together. Existing members were left out on purpose, so no one who had already bought was offered a discount.

A no-show lane that had opened at 19.2% was expected to pull the blended rate down. It did not: the first two emails opened at 28.24% and 31.02%, and more than 6% of recipients clicked through each one.

Open rates are inflated across the industry by mail apps that open messages automatically, so we read clicks first. The all-industry average click rate in Klaviyo's 2026 email benchmarks is 1.69%.

What we learned, and built back in

Subjects that led with a figure were the two weakest of the usual sender's emails, so the next cadence leads with plain curiosity. The one email sent in a different person's name opened about 12 points below the usual sender's average, so every later email kept one sender. Clicks barely moved whatever the open rate did, which said the email bodies were working and the subject line was the lever worth testing.

That is the loop we run on every account: send, read the step stats, and change the next send because of them.

Results are specific to this campaign and are not a prediction of results for any other business.