webinar guide checklist.pdf
Webinar Execution Checklist
Pre-Webinar
- Define specific, measurable webinar objectives (lead gen, nurturing, product demo, etc.)
- Find a confident host and moderator (if applicable)
- Confirm the budget for the webinar promotion
- Choose the topic
- Choose the webinar type and format
- Find a speaker
- Create the graphics (for social media, ads and registration page)
- Set up the registration page
- Configure 24-hour, 1-hour, and 5-minute automated reminder emails
- Brief speaker on format, audience, and key talking points
- Create the webinar content
- Plan 3-5 polls and open-ended questions for audience engagement
- Schedule marketing emails to promote the webinar
- Promote the webinar on Social Media
- Create the Ads: LinkedIn, Google, Facebook, etc.
- Website Integration: Add pop-ups, banners, and blog post tie-ins
- Coordinate co-promotion with industry partners
- Set up attribution parameters for all promotional links
- Create the post-webinar nurture campaign
During Live
Technical Check:
- Test audio, video, screen sharing, and internet connection
Platform Review:
- Verify polls, Q&A, and chat functionality working properly
Speaker Coordination:
- Confirm speaker is ready and has proper connection
Materials Ready:
- Have presentation, notes, and attendee engagement plan accessible
Post-Webinar
Replay Processing:
- Edit recording if needed and upload to hosting platform
Thank You Email:
- Send replay link and additional resources to all registrants
Lead Scoring:
- Score attendees based on company size, industry, role, and engagement
Sales Handoff:
- Route high-scoring leads (e.g. 70%+ completion, strong ICP match) to sales team
- Turn on your nurture campaign
- Send manual emails to highly engaged ICP leads within 24 hours
- Connect with attendees on LinkedIn and send personalized messages
- Create 2-3 articles from main webinar topics and Q&A highlights
- Extract quotes, statistics, and clips for ongoing promotion
- Develop related guides, templates, or tools as lead magnets
Performance Review:
- Analyze registration sources, attendance rates, and engagement metrics
ROI Calculation:
- Measure cost per registration and conversion to qualified leads
Feedback Collection:
- Survey attendees for content and format improvement suggestions
Next Webinar Planning:
- Apply learnings to improve future webinar strategy