How to Plan and Market a Webinar

A complete template for organizing a Webinar

For Business Owners, Speakers, and Coaches

Planning and executing a successful Webinar takes great launch preparation, promotion, and execution.

Kerika has everything you need, in one convenient place, to get it all done, so you can execute with confidence.

What's stopping you from elevating the Webinar experience for the speakers, hosts, and attendees?

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Pre-Planning Your Webinar

Start with pre-planning using the 12 action items provided. This template’s task cards include checklists and helpful tips such as:

  1. Setting a Budget for the Webinar: this ensures that you aren't surprised with any hidden expenses, and you have planned properly for executing your vision.

  2. Assigning Responsibilities: this ensures that everyone contributes to the Webinar's success.

  3. Creating an Agenda and Presentation: prepare your presentation with tools like Powerpoint, Canva, Google Slides, Keynote, or Prezi.

Additional actions items include:

  • Building Webinar Landing Page
  • Choosing Webinar Platform
  • Gathering Gear and Props
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Promoting and Marketing Your Webinar

Every webinar needs marketing and promotion to be successful. Create a marketing plan that utilizes paid and organic strategies for building awareness and gaining sign-ups.

Craft a promotional plan that includes the following:

  • Create a Marketing Plan

  • Social Media Strategy and Content

  • Facebook Paid Ad Strategy

  • Create Marketing Collateral

  • Influencer Marketing Strategy

  • Email Marketing Strategy

  • Affiliate Marketing Strategy
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Launching your Webinar

Get your team members, speakers, and stakeholders on the same page for the big day.

  • Conduct a Tech Rehearsal to be sure all the technology works and that all team members understand their responsibilities.

  • Post Webinar Follow Up: after the Webinar is complete conduct a post-event follow-up by sending out a survey.

  • Conduct Team Debrief: gather all team members to complete a S.W.O.T. analysis with all relevant data to review the strengths, weaknesses, opportunities, and threats related to your Webinar.
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Set up your Webinar Plan in seconds…!
With just one click

1. Sign up for Kerika with your email address or Google ID.

2. In just seconds Kerika can set up a new board for you that's a complete copy of this template.

3. Next, invite your team members to join this board, to get more done.

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Kerika is exactly what you are have been looking to plan a Webinar
Everything you need, in one place

Upload Files from your desktop: drag and drop any kind of file onto a Kerika task and Kerika handles the rest, including keeping track of versions.

Import Content from the Web, your Intranet, or even SharePoint: attach anything to any Kerika task or board. Kerika manages everything for you.

Chat with your team: Kerika integrates your chat and email with your tasks and content management. Communicate with your team instantly.

Sync with your Apple, Microsoft, or Google Calendar: never miss a due date again! Your Calendar will automatically stay updated even as your due dates change.

Kerika even has Whiteboards
For when you need to get creative

Whiteboards make it easy to visualize your ideas and plans.

You can explore concepts within concepts and even incorporate your files, videos, images, and Web content along with your flowcharts.

You won't find this anywhere else: Kerika invented and patented this!

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