Educational Workshops & Workshop Assistant
Built the public-facing Educational Workshops website and contributed testing, relationship modeling, and booking-system guidance to the larger Workshop Assistant platform behind it.
Website & Platform Work
Educational Workshops is the public-facing side of a much larger system. The website explains how insurance and financial professionals can use educational workshops to reach local prospects, while Workshop Assistant handles much of the operational workflow behind those events.
For the website, I used a clean, professional B2B presentation with prominent process explanations, workshop imagery, metrics, testimonials, and clear routes into the Workshop Assistant product.
The larger platform supports workflows such as event promotion, unique landing pages, registration, confirmations and reminders, digital check-in, follow-up, and consultation scheduling. I worked on Workshop Assistant from Dec. - Jan. 2026 helping to implement features like program registration and mainly testing of the existing systems before launching in February.
THe Event Calendar module I had already built for Project Starter the previous summer was also adopted and expanded to work for the event booking system here.