{"id":3442,"date":"2015-12-01T23:27:54","date_gmt":"2015-12-01T23:27:54","guid":{"rendered":"https:\/\/www.process.st\/templates\/webinar-hosting-checklist\/"},"modified":"2024-02-28T15:59:52","modified_gmt":"2024-02-28T15:59:52","slug":"webinar-hosting-checklist","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/webinar-hosting-checklist\/","title":{"rendered":"Webinar Hosting Checklist"},"content":{"rendered":"<section id=\"introduction\">\n<h2> Introduction <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jZITZnB6I-Ybp0ugmkZBhQ.png\" alt=\"Introduction\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jZITZnB6I-Ybp0ugmkZBhQ.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Webinars are one of the most invaluable tools in solving a customer's problems whilst enchancing their User Experience. This checklist will guide you through the process of hosting a webinar&nbsp;and can easily be run before every event.<\/p>\n<p>Not only will this allow you to streamline your Customer Success process, but you will never again forget&nbsp;any part of the process, be it sending out reminders or making notes to later summarize.<\/p>\n<p>Let's get started!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"2-weeks-before\">\n<h2> 2 Weeks Before: <\/h2>\n<\/section>\n<section id=\"pick-a-date\">\n<h2> Pick a date <\/h2>\n<div class=\"text-content\">\n<p>First, you need to<strong> select a convenient time<\/strong> for everyone involved. Once this has been done, <strong>record the selected time<\/strong> using the<strong> form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Webinar Time <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Since it is a<strong> live event<\/strong>, you need everyone's full commitment for the duration of the webinar&nbsp;and a set time to tell viewers to tune in.<\/p>\n<p>A fantastic way of doing this is to<strong> sync up your team's calendars<\/strong> with a program such as&nbsp;<a href=\"http:\/\/calendar.google.com\" rel=\"nofollow noopener\" target=\"_blank\">Google Calendar<\/a>; doing so allows you to easily choose a free block of time for your webinar, and even&nbsp;send automated&nbsp;email notifications about events.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"choose-a-topic\">\n<h2> Choose a topic <\/h2>\n<div class=\"text-content\">\n<p><strong>Pick&nbsp;a wide-ranging topic<\/strong> that also allows for more specific questions. Once a topic has been chosen, <strong>record<\/strong> it in the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Chosen Topic <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong><\/strong>If you have already received <strong>questions from your customer base<\/strong> then either allow room for those topics to be brought up during the webinar, or (better yet) specifically <strong>cover that topic<\/strong>.<\/p>\n<p>You should use this as an opportunity to<strong> tie in&nbsp;announcements of new features<\/strong> and <strong>promote your product<\/strong>, based on how your audience can<a href=\"http:\/\/www.coachingblueprint.com\/how-to-host-your-first-webinar-even-if-youre-a-complete-beginner\/\" rel=\"nofollow noopener\" target=\"_blank\"> solve the problems<\/a>&nbsp;which they have encountered. Keeping your&nbsp;core message at the heart of&nbsp;the&nbsp;webinar will also spark the interest of those who already follow your brand, questions or no.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"secure-a-guest-speaker\">\n<h2> Secure a guest speaker <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/udikyrAB4xwQ73OrWVhG8g.png\" alt=\"Secure a guest speaker\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/udikyrAB4xwQ73OrWVhG8g.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Try to <strong>get a recognized expert in your field<\/strong> to come on and discuss the topic with you. <strong>Record<\/strong> the <strong>details of the guest speaker<\/strong> using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Guest Speaker (if any) <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Guest Speaker Contact <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Guest Speaker Details <\/label><br \/>\n   <textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"disabled\" class=\"form-control\"><\/textarea>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>Remind them that it's a great place for<strong> extra exposure<\/strong> and that they can promote themselves by coming on the air to help.&nbsp;<\/p>\n<p>For ideas&nbsp;on who to have a guest speaker, think of <strong>who you admire in your field<\/strong> (or who relates to the webinar topic), who potentially <strong>endorses<\/strong> you,&nbsp;who you potentially endorse and who can give your webinar the edge as far as field-specific knowledge goes.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"make-an-announcement\">\n<h2> Make an announcement <\/h2>\n<div class=\"text-content\">\n<p>Now that you have all the required information about the event, you need to<strong> tell your customers<\/strong>. You can do this by making an <strong>announcement<\/strong> in your <strong>newsletter,<\/strong> on your <strong>blog<\/strong> or even through <strong>apps<\/strong> such as Twitter and Facebook; whichever medium is most likely to get your users' attention.<\/p>\n<p>No matter how you make the announcement, ensure that you <strong>record a copy<\/strong> of it using the <strong>form fields<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Newsletter Anncouncement <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Blog Announcement <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Facebook Announcement URL <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Twitter Announcement URL <\/label><br \/>\n   <input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"disabled\" class=\"form-control\" \/>\n  <\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p><strong><\/strong><a href=\"https:\/\/livestorm.co\/webinar-promotion\/\" rel=\"nofollow noopener\" target=\"_blank\">Promote your webinar<\/a> to let your customers and leads know <strong>what<\/strong> the webinar is&nbsp;going to be about, <strong>when<\/strong> they can watch it and <strong>how<\/strong> they can tune in.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"send-out-invitations\">\n<h2> Send out invitations <\/h2>\n<div class=\"text-content\">\n<p>Following up on your announcement you should now<strong> send out invitations<\/strong> to the event. Programs such as&nbsp;<a href=\"http:\/\/mailchimp.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Mailchimp<\/a>&nbsp;allow you to reach your customers easily&nbsp;in a separate email from the newsletter, notifying anyone who didn't catch it the first time around.<\/p>\n<p>A <strong>select group of prospects<\/strong> should <strong>also be sent invites<\/strong>, especially if you're talking about your product's functionality and uses; once again webinars can be as much<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"25-days-before\">\n<h2> 2-5 Days Before: <\/h2>\n<\/section>\n<section id=\"send-out-reminders\">\n<h2> Send out reminders <\/h2>\n<div class=\"text-content\">\n<p>Using Mailchimp, <strong>send a quick reminder email<\/strong> to the same customers and prospects who recieved the personal invitations. <strong>Record the date<\/strong> this reminder was sent using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Reminders Sent <\/label> <\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"call-the-guest-speaker\">\n<h2> Call the guest speaker <\/h2>\n<div class=\"text-content\">\n<p>Have a <strong>pre-webinar call<\/strong> with the guest speaker to cement the talking points and make sure they're <a href=\"http:\/\/www.gingerpublicspeaking.com\/art-webinar-speak-audience\" rel=\"nofollow noopener\" target=\"_blank\">ready to speak<\/a>.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"prepare-to-host-the-webinar\">\n<h2> Prepare to host the webinar <\/h2>\n<div class=\"text-content\">\n<p>Here are some recommended <a href=\"https:\/\/www.elegantthemes.com\/blog\/resources\/the-15-best-webinar-software-products-from-around-the-web\" rel=\"nofollow noopener\" target=\"_blank\">pieces of software<\/a> for hosting webinars.&nbsp;<strong>Get your slides ready<\/strong> and <strong>consider<\/strong> the<strong> positioning<\/strong> of any <strong>cameras.<\/strong><\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"host-your-webinar\">\n<h2> Host your webinar <\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jwP4Ccjas3vKrA9s_vlLXA.png\" alt=\"Host your webinar\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/jwP4Ccjas3vKrA9s_vlLXA.png\" \/> <\/a><br \/>\n  <\/figure>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>The day has come; now you need to<strong> host the webinar<\/strong>.<\/p>\n<p>In the Q&amp;A session, invite your viewers to participate via <a href=\"https:\/\/www.join.me\" rel=\"nofollow noopener\" target=\"_blank\">Join.me<\/a>&nbsp;and<strong> take notes<\/strong> for when you write about it later. <strong>Upload a copy of your notes<\/strong> once finished using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Webinar Notes <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<\/section>\n<section id=\"the-followup\">\n<h2> The Follow-Up: <\/h2>\n<\/section>\n<section id=\"thank-the-guests\">\n<h2> Thank the guests <\/h2>\n<div class=\"text-content\">\n<p><strong>Send out a thank you email<\/strong> to your <strong>guest(s)<\/strong> and let them know about any future plans you might have to host a webinar with them in the future.&nbsp;<\/p>\n<p> Don't forget to thank your <strong>customers<\/strong> and <strong>prospects<\/strong> for taking part!<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"summarize-the-key-points-raised\">\n<h2> Summarize the key points raised <\/h2>\n<div class=\"text-content\">\n<p>With the notes you took during the Q&amp;A session, <strong>write up<\/strong> the <strong>answers<\/strong> to a few<strong> key concerns and remarks<\/strong> your customers had and<strong> send those along with the next newsletter<\/strong>. As always, <strong>record a copy<\/strong> of this write-up using the <strong>form field<\/strong> below.<\/p>\n<\/p><\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Key Points Write-Up <\/label> <\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"disabled\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button>\n   <\/div>\n<\/p><\/div>\n<\/p><\/div>\n<div class=\"text-content\">\n<p>This will help remind customers and alert the ones who didn't attend to the benefits of watching the next one.<\/p>\n<\/p><\/div>\n<\/section>\n<section id=\"relevant-checklists\">\n<h2> Relevant Checklists: <\/h2>\n<\/section>\n<section id=\"by-luke-closs-from-checkmarkable\">\n<h2> By Luke Closs from Checkmarkable <\/h2>\n<div class=\"text-content\">\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Webinars are one of the most invaluable tools in solving a customer's problems whilst enchancing their User Experience. 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