Sales Webinar Planning Checklist ( SALESANDMARKETING )

This checklist is designed to ensure all necessary steps are taken to plan and execute a successful sales webinar. It covers everything from defining the audience to post-webinar follow-up.

• Define Webinar Objectives

  Clearly outline what you aim to achieve with the webinar, such as lead generation, product demonstration, or brand awareness.

• Identify Target Audience

  Determine who the ideal participants are and tailor the content to meet their needs and interests.

• Select Webinar Platform

  Choose a suitable platform for hosting the webinar, ensuring it has the necessary features like screen sharing and participant interaction.

• Create Webinar Content

  Develop an engaging presentation that covers key topics and includes visuals and interactive elements to maintain participant interest.

• Schedule the Webinar

  Pick a date and time that maximizes attendance, considering different time zones if applicable.

• Promote the Webinar

  Utilize email marketing, social media, and your website to promote the webinar and encourage sign-ups.

• Prepare for Technical Setup

  Test the technology before the webinar, including audio, video, and presentation materials to avoid glitches.

• Rehearse the Presentation

  Practice the delivery of the webinar to ensure a smooth presentation and address potential questions from participants.

• Host the Webinar

  Engage with participants during the webinar, encouraging questions and interaction to create a dynamic environment.

• Follow-Up with Attendees

  Send a thank-you email to participants, including a link to the recorded webinar and additional resources related to the content presented.