Webinar Playbook
You can copy this playbook for free. I have used this playbook for my work and continues to refine it.
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Playbook to plan, host and manage webinars.
1. Plan webinars
Hosting a successful webinar involves many activities and preparation to establish an authority in your space.
Audience & Customer survey
Always survey your customers and audience to gather the right insights for your webinar and the kind of content that will be useful.
{List your survey inputs}
Analyze competitors & industry
Helps to ideate the right topics and Do’s and Dont’s
{List your key findings}
Research topics
Your webinars need to offer tremendous knowledge and know-how, hence gather customers' inputs, research, and insights from industry/competitors to arrive on the right topics.
{List your topics}
Webinar positioning
Our positioning strategy is to position the webinar as a unique one for our customers and the industry.
{Fill your positioning strategy statement}
Webinar content
With topics & positioning established, prepare 6 to 8 webinar contents that have to go through your marketing function to finalize. During content preparation, identify possible speakers /co-hosts.
Bring your team members for the content creation and collaboration. 👇
Inform & Invite speakers/co-host
We inform and invite speakers to ensure
they like to join your webinars
they align with the content outline for the specific webinar
they can block a few hours in their calendar for the webinar
Create a speaker database for all your webinars. This will help you to bring them again for future webinars too. 👇
Webinar Email Templates
Write all your email copy and manage it in one place for team members to access the same and use a similar tone.
Webinar Software
Here are the list of webinar software we have identified based on our need.
Note: You can use G2 and many other review sites to compare platforms: https://www.g2.com/categories/virtual-event-platforms
Now you are ready to launch your webinars.
2. Launch Webinars
Launch your website to list webinars.
Webinar Website
Launch the website to list webinars and allow visitors to register. Note: You have to regularly manage webinar content listing to add new listing and move the older ones accordingly. If you are already using a CMS for your website, extend the same to launch your webinar resources page or use your blog CMS to create a 'webinar' category to make it easy to manage content.
Add Upcoming Webinar Page
Create a landing page in your webinar website, add appropriate content and CTA button(s), which links to your webinar registration page URL/widget to open.
Webinar Registration
Every webinar software offers a registration landing page that you can save as a template and use the templates to create one or more upcoming webinar registrations. Keep
Schedule upcoming webinar registration.
Publish 2 upcoming webinar registration to go live. Don't publish all upcoming ones; your immediate webinars should get maximum registrations.
Promote - Upcoming Webinar
You need to promote your upcoming webinar to have a sizeable attendee registrations.
Pre-Webinar Day Checklist
There are many other smaller activities to track; here is the checklist. 👇
3. Webinar Day
Get ready for the webinar day. Avoid any last-minute changes to your schedule. Here is a checklist to follow.
4. Post-Webinar
After your webinar is completed, here are the TODO tasks.
Publish Webinar
Here is a checklist to publish your webinar.
Update Webinar Page
After the webinar is completed and you have a recording ready, you need to update the webinar page to remove the 'register' button and embed the webinar video. Move the Webinar page from 'upcoming webinars' to 'past webinars'.
Webinar Distribution
Distribute your webinar contents in all channels such as Video, Slide, Blog, Medium Post, Tweet, Email, Messaging and various social media channels.
✋ You can get the playbook and all templates from my website.
References & Credits
You can use this playbook for free. I have used this playbook for my work and continues to refine it. You can find bookmark my website Knowledgebase section to find reference to this template.
Hosting checklist source: https://almanac.io/articles/35655/checklist-pre-webinar-checklist-for-success
Best video editing apps: https://blog.hubspot.com/marketing/best-video-editing-apps
19 Traction channels: https://medium.com/@yegg/the-19-channels-you-can-use-to-get-traction-93c762d19339
Promote videos (relevant for webinar marketing too): https://wistia.com/learn/marketing/promote-videos-on-a-budget
Share
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