Webinar strategy template

Running a webinar is a fantastic way to generate leads, nurture relationships, and establish your expertise – but only if you get it right. From planning and promotion to execution and post-event follow-up, there’s a lot to manage. That’s where our webinar strategy template comes in.

This template helps you stay organized, ensuring you don’t miss any crucial steps while keeping tasks, deadlines, and responsibilities clear. Whether you're hosting a live event or an on-demand session, this resource is designed to make your webinar planning seamless and stress-free.

What is a webinar strategy template?

A webinar strategy template is a structured framework that helps you plan, execute, and evaluate your webinar efficiently. It breaks down the entire process into manageable steps – from defining your goals and audience to marketing your event, preparing your speakers, and analyzing post-webinar data.

By using this template, you can keep track of key milestones, assign responsibilities, and ensure your webinar runs smoothly from start to finish. It also helps you align your webinar strategy with broader business objectives, whether you’re aiming to generate leads, onboard customers, or strengthen brand awareness.

Who is it for?

This template is ideal for product marketers, event managers, and demand generation teams who are responsible for running webinars as part of their marketing strategy.

Whether you’re new to webinars or a seasoned pro looking to streamline your workflow, this template provides a clear roadmap for delivering a successful event.

How to use the template

1. Define your goals and KPIs – Start by clarifying what you want to achieve. Are you generating leads, nurturing existing prospects, or driving product adoption? Use this section to set clear performance benchmarks.
2. Identify your audience and topic – Work with your sales, marketing, and customer support teams to pinpoint your target audience and choose a webinar topic that resonates with them.
3. Plan your timeline – The template includes a detailed timeline with pre-event, launch, and post-event tasks. Assign responsibilities and set deadlines to ensure nothing falls through the cracks.
4. Execute your marketing plan – Use the template to track email campaigns, social media promotions, blog posts, and outreach efforts to maximize attendance.
5. Prepare speakers and content – Coordinate with guest speakers, finalize presentation materials, and ensure everyone is ready for the live event.
6. Host your webinar – Use your chosen webinar software to deliver a seamless experience, engaging your audience with interactive features like Q&A, polls, and surveys.
7. Analyze performance – Post-webinar, review key metrics such as attendance rates, engagement levels, and conversion outcomes. Use these insights to refine your future webinar strategies.

Get the template

Webcast/webinar strategy template

Google Docs