Hosting a Successful Webinar: A Checklist for Before, During, and After

Hosting a Successful Webinar A Checklist for Before During and After

Hosting a successful webinar can be stressful, especially if you’re new to this increasingly popular marketing platform. However, if you’ve been following our webinar series for the last few months, you’ll know how to develop and implement a webinar plan from scratch, create the necessary assets for effective promotion and content delivery, and attract highly targeted individuals who are ready to hear your presentation from beginning to end.

As a final control measure before you go live for the first time, here’s a checklist of items you shouldn’t forget before, during, and after your event.


Test webinar equipment and sound qualityConduct A Final Equipment and Volume Check – Besides ensuring all guest speakers, moderators and other participants join early and that you have your digital and hard copy materials ready, it’s crucial to check sound quality, microphones, recording equipment, and the webinar technology you’re using. If anything goes wrong during a webinar, it usually stems from a technical issue. You can save yourself embarrassment and limit potential problems by testing these things before you go live.

Get Active on Social Media – Connect with attendees using a dedicated hashtag, build excitement, start a countdown, or release a few interesting snippets about the topic you’ll be discussing.


Stick To A Basic Script – For the most part, you should let your presentation slides guide the conversation naturally. However, it’s far too easy to go off on a tangent and confuse your audience. To be on the safe side, take the time to develop a script around some key items like your opening, closing, and key points. You’ll not only help everyone stay on track, but you’ll also ensure your guest speakers know their cues.

Keep Abreast Of Social Conversations – Make sure someone monitors your social media streams for questions or comments you can address towards the end of the event.

Manage Discussion And Interaction Effectively – Depending on your format, you need to ensure all interactive features like polls are working and encourage participants to make use of them. You also want to ensure that no one is bombarding the chat box with comments or questions that may stop others from participating in the conversation.

Make Your Call To Action Clear – Prior to closing your session, let attendees know how they should proceed and why they should take action. Whether you want them to download a whitepaper, fill in a survey, book a demo, or visit a product page for more info, be explicit and explain the benefits. If your CTA isn’t clear, you’re unlikely to generate a response that’ll get you one step closer to achieving your webinar objectives.


Conduct A Webinar Survey – Most software providers allow you to survey attendees immediately after the webinar has ended. This is a great way to gain valuable feedback you can use to improve your webinars in the future.

Get In Touch With No-Shows – Never forget about registrants who fail to attend. A no-show doesn’t necessarily mean the person has lost interest in the topic, which is why you should send an invite for the on-demand version of your event as soon as possible. Most people who couldn’t make it for reasons such as unexpected schedule conflicts will appreciate the opportunity to catch up.

Respond To Queries and Other Interactions Immediately – Attendees who submitted a request, asked a question, or performed an action that demonstrates an interest in your content, business, or offerings, should be a priority. Therefore, you should make certain you contact them with answers or an offer of assistance shortly after your event.

Practice Good Etiquette – When you’ve wrapped up your webinar, be sure to thank anyone who helped make your event a success. Consider sending guest speakers a gift or offering something of value in return for their time and expertise.

Make Your Recording Available ASAP And Promote Your Archived Download – Whether you’re making your webinar available to the public at large or to paying attendees only, you should make certain you post your recording within a timely manner. While you should send a direct link in follow-up emails to attendees, you should promote a compelling landing page with a lead capture form to the public. It’s also a good idea to distribute or make your slidedeck and other materials available through platforms like SlideShare.

webinar lead nurturing planImplement Your Follow-Up And Lead Nurturing Plans – When it comes to live events, you have to strike while the iron is hot. Soon after you wrap up your webinar, you should follow up with emails, additional content, and other tactics that form part of your lead management strategy. If you leave it for too long, you may find your leads lose interest.

Hosting a successful webinar (or any live event for that matter) essentially boils down to planning. You’ve heard it before: if you fail to plan, you plan to fail. Be sure to keep a cool head if issues do arise—remaining professional is key.


How do you manage your live online events? Share your tips and advice with us in the comment section below.

Shawn Manaher

Shawn Manaher is the founder and CEO of The Content Authority. He's one part content manager, one part writing ninja organizer, and two parts leader of top content creators. You don't even want to know what he calls pancakes.

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