Free Webinar Checklist
There are several phases to producing a webinar and each phase includes its own distinct steps. To help aid in the planning and production process, I created this free downloadable checklist:
Webinar Planning:
Determine the primary objective of the webinar (e.g. awareness, acquisition, client retention)
Set a specific and measurable goal
Select your topic & determine the format (e.g. solo presentation, panel, fireside chat)
Select a date/time & schedule webinar
Webinar Production:
Recruit speaker(s)
Draft abstract
Create the webinar in your webinar platform (e.g. GoTo, Zoom)
Create post-webinar survey
Create polls, if applicable
Confirm/edit reminder emails
Publish landing page
Webinar Promotion:
Create promotion calendar
Draft email and social copy
Launch emails
Email 1
Email 2
Email 3
Schedule social posts
Post 1
Post 2
Webinar Content Development:
Draft presentation (if panel, draft discussion questions)
Finalize presentation using graphic design resources, if applicable
Draft seed questions
Webinar Prep:
Schedule prep call to review content and seed questions
Schedule tech check
Webinar Execution:
Meet with speaker(s) 30 mins before webinar for final tech check
Start webinar broadcast
Launch polls, if applicable
Monitor questions
Facilitate Q&A
End webinar + launch survey
Webinar Follow Up:
Download video recording & update landing page
Send email to attendees and no shows
Create leads for qualified prospects
Follow up on questions asked
Track results in webinar scorecard
Promote on-demand webinar
Don’t get caught unprepared for your next webinar. Use this checklist to ensure you never miss a step.
If this still feels daunting, let’s chat about how I can help you execute your webinars.
