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Webinar Planning Resources - Excel template preview
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Webinar Planning Resources

Professional webinar marketing templates with registration pages....

Format:XLSX
Components:6 sections
Setup time:2-4 weeks
Difficulty:beginner
$29$49

One-time purchase • Download link via email

Used by managers at

IBMWalmartDisneyP&GBayerBHPRolls-RoyceSony

How This Template Works

Most webinars underperform because the promotion is an afterthought and the follow-up never happens. The Webinar Planning Resources give marketing teams a comprehensive system for planning, promoting, and following up on webinars — covering the webinar calendar, speaker management, multi-channel promotion scheduling, and post-webinar follow-up automation planning.

The webinar calendar maps upcoming events by topic, target audience, speaker, platform, and registration page — giving marketing leadership a full program view. Speaker management worksheets track speaker commitments, bio collection, slide deadlines, and rehearsal scheduling. Multi-channel promotion planning organizes email, social, paid, and partner outreach by send date and owner to maximize registration. Post-webinar follow-up planning sequences attendees and no-shows into different nurture tracks with call-to-action mapping. Pair this with our [virtual events templates](/templates/virtual-events) for the day-of execution and attendee engagement tracking that this promotional toolkit feeds into.

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Frequently Asked Questions

How many weeks before the webinar should I start using the promotion planner?

The promotion planner is structured around an 8-week timeline: weeks 8–5 for awareness (social announcement, partner outreach, blog promotion), weeks 4–2 for conversion (email nurture, paid promotion, reminder series), and week 1 for urgency (last-chance emails, social countdown). You can compress or extend this timeline by adjusting the dates in the planner.

What speaker management tasks are tracked?

The speaker tracker covers: initial commitment confirmation, speaker agreement signed, bio and headshot received, topic and abstract agreed, slide draft received, slide final received, tech check scheduled, rehearsal completed, and day-of briefing confirmed. Each task has a status field and due date, flagging overdue items in red.

Can I plan different follow-up sequences for attendees vs. no-shows?

Yes. The follow-up planner has separate sections for attendees (who get a recording, key takeaways, and next-step CTA) and no-shows (who get a registration reminder for the recording with a lower-friction CTA). You can customize the sequence length, timing, and messaging for each group independently.

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