Event toolkit

It is a collection of downloadable planning templates and checklists for designing, promoting, producing, and measuring webinars and virtual events. 

It is built for event marketers, demand generation teams, field marketers, webinar producers, customer marketers, sales partners, and project owners. 

Start with the Webinar Planning Checklist and Project Owner Event Brief. They establish the goal, audience, success criteria, owners, and timeline before tactical work begins. 

Use the Run of Show as the live operating document, supported by the Production Event Brief and the equipment and software checklist. 

Use the Registration Projection to work backward from your attendance target. Apply your own historical registration-to-attendance and conversion rates rather than treating a generic benchmark as a promise. 

Consistent UTM parameters preserve source, medium, and campaign context so teams can compare registration performance and connect promotion decisions to outcomes.

Yes. The growth plan, registration projection, UTM sheet, engagement plan, and Sales/AM event pack help connect audience acquisition, participation, and follow-up to pipeline goals. 

Yes. Choose the relevant technical checklist and tailor owners, timelines, audience journeys, and success measures to the event format. 

Create one shared source of truth, name an owner for every deliverable, review dependencies on a fixed cadence, and update the Run of Show after each rehearsal or major change.