Table of Contents:

1. Introduction:

Managing a webinar series can get tricky, especially when juggling three webinars at once. Let me break it down:

Last month’s webinar: Reflect on its results (you’ll find this in the checklist).
This month’s webinar: The one you’re actively working on and most focused on.
Next month’s webinar: Prep is already underway—confirm speakers, gather content details, draft the landing page copy, and more.

This visual helps you see how these tasks overlap. The checklist is your go-to tool for keeping everything on track without feeling overwhelmed. You might miss a detail here or there, but this structure will set you up for a successful webinar series! Feel free to make any adjustments to better suit your business.

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Tip: For greater success, at Channable we replace the landing page and form (for the next month webinar content*)* about an hour before the “this month’s webinar.” This way, you can start inviting attendees of the webinar you host that day while ensuring the new information is ready and available even before the next promotion begins.

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2. How to use the checklist:

a) The checklist explained:

Goals & Webinar details	Set clear goals and define webinar details before launching your next promotion. Goals are essential for tracking the progress of your webinar series. While many professionals overlook this step, it’s crucial for gaining valuable insights and making month-over-month improvements.
Promotion	This includes email invitations, social media promotion, and social ads. You can also add other channels, like third media or influencer marketing, to expand your reach depending on your budget and resources.
Prepare for next speaker	This activity overlaps with the content planning for this month’s webinar. The sooner you gather information from the next speaker, the better you can tailor the content to your audience and prepare to update the landing page with the new form and details.
New landing page, form and event creation	This step may vary depending on the webinar tool you’re using. Create the event, double-check the settings, and share the correct link with your speakers. To avoid any hiccups during the live event, we also schedule a rehearsal in a separate room.
Rehearsal & Deck	This is another step many professionals overlook. If you want to align on content and expectations, now is the perfect time. Prepare the information you’ll share with the speaker in advance to ensure everything is clear before the live event. Also, before confirming the date and speaker, check that they’re willing to join the rehearsal session.
Webinar day	Get ready for the webinar.
Follow-up (after webinar)	Some tasks take place before the webinar, such as drafting emails and adding them to your CRM, while others, like sending the emails, happen afterward.
Results & Reflect	Share the results and discuss insights and improvements with your team.

b) Deadlines under control

This template includes specific dates and views based on a real case, showing key deadlines to help you stay on track. Use the calendar and timeline views to see what needs to be done, update the status, and easily track your progress.

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Tip: To make planning next month’s webinar easier, simply duplicate the template and adjust the timing of tasks. This will save you time and keep things organized.

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