Webcast Checklist

Webcasts (aka webinars, micronars, ’nars, etc) are a great way to grow your email list. Here’s how I set up my monthly webcasts:

General Setup (one-time)

This is the stuff you do once:

  1. Put monthly recurring webcast event in calendar
  2. Create a Crowdcast account (affiliate link - thx!)
  3. Create a Drip account
  4. Create a Zapier account

1-2 Weeks Before Event

  1. Come up with a title, description, and photo for the event
  2. Create a new event on Crowdcast
    1. Paste in the title and description on the Basic Info panel
    2. Upload a cover photo on the Cover panel
    3. Bonus points: add a Facebook pixel on the Advanced panel
  3. Drive traffic to Crowdcast event page
  4. Start drafting an outline for the talk

1-2 Days Before Event

  1. Check Crowdcast page (and elsewhere) for questions
  2. Flesh out the talk outline (incorporate questions if you found any)
  3. Put together a slide deck for the talk
  4. Include detailed speaker notes in the slides

Day Of Event

  1. (T-minus 90 minutes) Print out slides (with speaker notes!) on paper
  2. (T-minus 60 minutes) Get your desk/computer/mic organized
  3. (T-minus 30 minutes) Log into Crowdcast green room and make sure everything looks good
  4. (Liftoff) Go live! Welcome people (on webcam)
  5. Ask people to let you know in chat that they can see/hear you
  6. Switch to slides (no webcam)
  7. Present slides for 15-45 minutes
  8. Switch back to webcam
  9. Answer questions until they are exhausted (or 90 minute limit is reached)

Post Event

  1. Download the registrant list as CSV from Crowdcast
  2. Download the video recording from Crowdcast
  3. Create PDF of your slides with speakers notes
  4. Upload PDF of slides (I use Dropshare + S3 for this)
  5. Create a campaign in Drip named “Webcast: [CROWDCAST TITLE]”
  6. Create a rule in Drip to subscribe any newly tagged subscribers to the webcast campaign
  7. Create a bulk action to subscribe people tagged with the webcast title to the webcast campagin
  8. Create an email on the webcast campaign that links to the slides
  9. Optionally create a couple follow up emails specific to the event
  10. Create an “I’m moving you to my main list” email
  11. Create a rule in Drip to move people who finish the webcast campaign to the main list

Yer Done

At this point, any new registrants to the webcast (Crowdcast requires registration even just to view the recording) will get:

  1. Added to Drip
  2. Tagged appropriately
  3. Subscribed to a short and highly specific webcast campaign
  4. Moved into your main list for nurture and sales

You should not need to touch anything related to this webcast ever again - it’ll just sit there attracting subscribers to your list on its own.

Fun Optional Stuff

  1. Submit video recording to rev.com for transcription
  2. Create mp3 file of just the audio

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