webinar guide checklist.pdf

Webinar Execution Checklist

Pre-Webinar

  1. Define specific, measurable webinar objectives (lead gen, nurturing, product demo, etc.)
  2. Find a confident host and moderator (if applicable)
  3. Confirm the budget for the webinar promotion
  4. Choose the topic
  5. Choose the webinar type and format
  6. Find a speaker
  7. Create the graphics (for social media, ads and registration page)
  8. Set up the registration page
  9. Configure 24-hour, 1-hour, and 5-minute automated reminder emails
  10. Brief speaker on format, audience, and key talking points
  11. Create the webinar content
  12. Plan 3-5 polls and open-ended questions for audience engagement
  13. Schedule marketing emails to promote the webinar
  14. Promote the webinar on Social Media
  15. Create the Ads: LinkedIn, Google, Facebook, etc.
  16. Website Integration: Add pop-ups, banners, and blog post tie-ins
  17. Coordinate co-promotion with industry partners
  18. Set up attribution parameters for all promotional links
  19. Create the post-webinar nurture campaign

During Live

Technical Check:

Platform Review:

Speaker Coordination:

Materials Ready:

Post-Webinar

Replay Processing:

Thank You Email:

Lead Scoring:

Sales Handoff:

Performance Review:

ROI Calculation:

Feedback Collection:

Next Webinar Planning: