AI Skill Report Card
Organizing Webinar Operations
Webinar Operations SOP
Quick Start15 / 15
Create a webinar operations checklist that covers all phases from initial planning through post-event follow-up:
WEBINAR OPERATIONS CHECKLIST
Pre-Planning (2-3 weeks before):
□ Define webinar topic and objectives
□ Set date, time, and duration
□ Create registration page
□ Prepare promotional materials
Setup (1 week before):
□ Configure platform (Zoom/other)
□ Test all technical components
□ Upload presentations/materials
□ Send reminder emails
Day-of:
□ Technical sound check (30 min prior)
□ Welcome attendees
□ Record session
□ Monitor chat/Q&A
Post-Event (within 24 hours):
□ Send thank you email with recording
□ Distribute survey
□ Update contact lists
□ Create follow-up content
Recommendation▾
Condense the workflow section - it's quite lengthy and could be more concise while maintaining the same value
Workflow14 / 15
Phase 1: Webinar Planning
- Topic Selection: Align with business goals and audience needs
- Date/Time: Consider time zones and target audience availability
- Duration: Plan 45-60 minutes (30 min content + 15 min Q&A)
- Speakers: Confirm availability and prepare speaker briefs
Phase 2: Technical Setup
Platform Configuration:
- Create Zoom meeting/webinar with registration
- Enable recording and chat features
- Set up waiting room and security settings
- Configure registration fields (name, email, company, role)
Alternative Platform Setup:
- Use Eventbrite for registration if using Zoom Meeting format
- Link registration data to email marketing platform
- Set up automated confirmation emails
Phase 3: Promotion Strategy
Website Integration:
- Create dedicated landing page
- Add to events calendar
- Include registration CTA on relevant blog posts
Email Marketing:
Week 3: Save the date announcement
Week 2: Detailed invitation with agenda
Week 1: Final reminder with prep materials
Day of: Day-of logistics and access info
Social Media:
- LinkedIn posts targeting business audience
- Twitter thread with key takeaways preview
- Instagram stories for broader reach
- Consider paid promotion for wider reach
Phase 4: Follow-Up Process
Progress:
- Export attendee list within 24 hours
- Send thank you email with recording link
- Distribute post-webinar survey
- Create and publish follow-up blog post
- Share key clips on social media
- Update website with replay information
- Add qualified leads to sales pipeline
Recommendation▾
Add more concrete input/output examples showing different webinar scenarios (B2B vs B2C, different industries, varying audience sizes)
Examples17 / 20
Example 1: Registration Email Sequence Input: Webinar on "Digital Marketing Trends 2024" scheduled for March 15 Output:
Subject: You're registered! Digital Marketing Trends 2024 - March 15
Hi [Name],
Thanks for registering for our webinar "Digital Marketing Trends 2024" on March 15 at 2 PM EST.
What to expect:
• Latest trends reshaping digital marketing
• Actionable strategies you can implement immediately
• Live Q&A with industry experts
Access Details:
Join URL: [link]
Meeting ID: [ID]
Phone: [number]
Add to calendar: [calendar link]
See you there!
Example 2: Post-Webinar Follow-Up Input: 150 attendees, 87% completion rate Output:
Subject: Thank you + Your Digital Marketing Trends recording
Hi [Name],
Thank you for joining our Digital Marketing Trends webinar yesterday!
Here's what you requested:
🎥 Full recording: [link]
📊 Slide deck: [link]
📋 Resource checklist: [link]
Quick favor: Help us improve by taking this 2-minute survey [link]
Questions? Reply to this email - I read every response.
Best regards,
[Name]
P.S. Mark your calendar for our next webinar on April 12: "Content Marketing That Converts"
Recommendation▾
Include specific metrics and KPIs to track success rather than just mentioning 'track metrics' in passing
Best Practices
Technical:
- Test all systems 24 hours before and 30 minutes before
- Have a backup moderator ready
- Use professional lighting and audio equipment
- Keep presentations visual and engaging (max 5 bullet points per slide)
Engagement:
- Start with a poll to activate attendees
- Address people by name when answering questions
- Share screen efficiently - practice transitions
- Leave 25-30% of time for Q&A
Follow-Up:
- Send follow-up within 24 hours while content is fresh
- Segment attendees vs. non-attendees for different messaging
- Include clear next steps (book a call, download resource, etc.)
- Track metrics: registration rate, attendance rate, engagement, conversions
Common Pitfalls
- Over-promoting: Don't send more than 4 promotional emails
- Poor audio: Invest in quality microphones - audio issues lose audiences fast
- No backup plan: Always have contingency plans for technical failures
- Forgetting mobile users: Test registration and viewing on mobile devices
- Weak CTAs: Every webinar needs a clear next step for attendees
- Ignoring time zones: Consider your audience's location when scheduling
- Reading slides: Webinars should be conversational, not presentations
- No practice run: Always do a full tech rehearsal with all speakers