What to set up before you automate your webinar
Free download from EvergreenWebinarReviews.com · by Styles Business Group
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Use this before you pay for any automated webinar tool. If you can't tick the boxes in Part 1, fix those first; software won't fix them for you. Affiliate note: I review webinar tools and earn a commission from some of them (see Affiliate disclosure). This checklist works with any platform.
Part 1: Is your webinar ready to automate?
- [ ] I've run this webinar live at least 3 times and it has made sales.
- [ ] I know roughly how many registrants show up and how many buy (even rough numbers).
- [ ] The offer at the end is clear: one product, one price, one link.
- [ ] I have a recording with good audio (people forgive average video, not bad sound).
- [ ] Nothing in the recording only makes sense live (dates, "it's Tuesday", names of live attendees).
Part 2: Clean up the recording
- [ ] Trim the "can you hear me?" and waiting-for-people-to-join minutes.
- [ ] Remove or blur any attendee names, faces and chat messages (get permission if you keep them).
- [ ] Remove dated references: holidays, "this week only", prices that have changed.
- [ ] Add a short spoken or on-screen note that this is a recorded session.
- [ ] Keep the length the same as or shorter than your best live version.
- [ ] Export at 1080p, and save a backup copy.
Part 3: Schedule and registration
- [ ] Pick a schedule: just-in-time (starts minutes after signup), fixed times (e.g. daily at 11 AM and 7 PM), or both.
- [ ] Show times in the visitor's own time zone.
- [ ] Registration page: one headline, 3 bullet points of what they'll learn, the time, a short form (first name and email).
- [ ] Add a privacy line and a link to your privacy policy under the form.
- [ ] If you'll email them later about other offers, collect express consent with an unticked checkbox (required for Canadians under CASL).
- [ ] Thank-you page: confirm the time, add-to-calendar buttons, and what to bring.
Part 4: Reminders
- [ ] Confirmation email right after signup.
- [ ] Reminder 24 hours before (fixed-time sessions only).
- [ ] Reminder 1 hour before.
- [ ] "Starting now" email (and SMS, if they opted in to texts).
- [ ] Replay email for no-shows, with an honest deadline.
- [ ] Every email has your name, mailing address and an unsubscribe link.
Part 5: The offer and follow-up
- [ ] The offer button appears at the moment you pitch in the recording.
- [ ] Any deadline is real. If you say the bonus ends Friday, it ends Friday. No fake countdown timers that reset.
- [ ] 3-5 follow-up emails for people who watched but didn't buy.
- [ ] A different follow-up for people who registered but never showed.
- [ ] Refund policy linked on the sales page.
Part 6: Honesty check (protects your reputation)
- [ ] I don't claim the webinar is live when it isn't.
- [ ] Any "live chat" is labelled as recorded questions, or I actually answer chat in real time.
- [ ] Testimonials shown are real and typical, or clearly labelled.
- [ ] Income or results claims can be backed up.
Part 7: Test before you launch
- [ ] Register yourself with a test email and watch it on desktop and phone.
- [ ] Check every reminder arrives and every link works.
- [ ] Check the offer button appears at the right moment.
- [ ] Buy your own product with a test or refunded purchase to check checkout.
- [ ] Set a weekly 15-minute review: registrations, show-up rate, sales.
Next step: see my side-by-side reviews of automated webinar tools at EvergreenWebinarReviews.com, including what each costs and what I didn't like.
Styles Business Group · EvergreenWebinarReviews.com · Box 72025 RPO Sasamat, Vancouver, BC V6R 4P2 · [email protected]