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When setting up a webinar for a client I like to follow a checklist to make sure I don’t miss any key steps in the process and can deliver a successful webinar experience for all my clients.

Here’s a checklist you can use to make sure everything is ready to go on the day of your client webinars.

•  Ensure auto responder reminders were published leading up to the webinar, typically the day before and a few hours ahead on the day of the webinar ; remember people are busy and will appreciate the reminders that the event is coming up

•  Set up minute social media reminders to encourage new registrants

•  Pre-arrange a ‘cue’ in advance with the presenter so you know when to ‘officially’ begin the webinar

•  Check links to any polls and surveys that you may be sending out at the end of the webinar

•  Test the technology or platform the webinar will be using. There’s nothing worse than getting started and finding a technology glitch. Be sure to check all features such as desktop sharing, slide show, audio controls, recording controls, and chat

•  Mute attendees phones or request that attendees mute themselves to ensure a clean recording

•  Ensure recording is activated at the start & stopped at the end of the webinar

•  Be sure to do an audio back up

•  Follow upby email after the webinar with recording link and any handouts you are providing

•  Send out polls and or surveys if they are applicable

•Email those that may have missed the call ‘live’ to let them know the recording is now available

•  Take a look at the statistics from the webinar so you can work with your client to improve the experience the next time. Look at stats related to the number of registrants vs. the number of attendees, the number of drop outs or drop offs during the webinar, the results from the social media campaigns, and any sales resulting from the webinar.

Did you find this information useful and do you have any other steps that you follow in your webinar recording process that you’d like to share? I’d love to hear from you; please leave your comments below.

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