Erin Colbert

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Hosting Webinars: A Start-to-Finish Checklist

Webinar ChecklistI’ve hosted quite a few webinars now and thought I would share my checklist for planning and executing great webinars. Before you get started, you’ll need to decide on a topic. 

Meet with your sales, product and support teams to find a topic for your webinar. A good place to start - questions that the sales team gets asked over and over again or questions asked multiple times in your support forum. These are great places to start because they represent a need for information in high demand direct from your customers. If your customers have these questions - pretty safe bet that others will be interested too.

☑ Schedule the webinar (at least 2-3 weeks out to give you time to prep)

☑ Create a landing page and registration form (don’t forget the social media sharing buttons)

☑ Send an email to your current customer base with link to registration

☑ Post the webinar announcement on your home page and blog

☑ Tell your Facebook fans, Twitter followers, and LinkedIn group members about the webinar

☑ If you’re running Google AdWords, create an ad group to promote the webinar

☑ Feature the webinar in your monthly newsletter

☑ Send out an email to your company announcing the webinar and asking employees to share it with their networks (give ‘lazy tweet’ examples to make it easy)

☑ Ask relevant partners to share the webinar with their audience

☑ Post a thread to your support forum announcing the webinar

☑ Coordinate a follow up plan with your sales team (who will respond, how, when to leads)

☑ Prepare your follow up emails in advance (segment not only by attended/not attended, but other segments like current customers/prospects, etc.)

☑ Create a promo code if you’ll be offering a webinar-only discount on your product

☑ Host a practice session 2-3 days prior to the webinar (there should be 3 people at minimum: (1) speaker, (2) someone monitoring questions, and (3) someone recording the presentation)

☑ Send a reminder email 2 days before the webinar

☑ Send a reminder email 4 hours before the webinar (I set these early because some email providers send in batches that don’t go out exactly when scheduled)

☑ Execute a flawless webinar!

☑ Pause your Google AdWords campaign now that it’s complete

☑ Post the recording and a copy of the slides on your website

☑ Write a blog article that recaps the presentation and answers key questions from the webinar (of course include a link to the recording and slides as a call to action)

☑ Close the loop on your company forum thread with link to recording and blog article

☑ Email all registrants using the emails you prepared in advance with the promo code

☑ Analyze webinar performance and include key metrics (total registered, total attended, questions asked, recording video views, etc.)

Anything I missed? Share your tips for executing great webinars.

    • #webinar
    • #checklist
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