JV WEBINAR PROCESS CHECKLIST

Transcription

1 WEBINAR PROCESS CHECKLIST QUALIFICATIONS / IDENTIFICATION (prior to starting any projects) Create Person / Opportunity Record If Key person uses a create two person records. Note in Key persons record who the is. If is the main person reviewing all communications then setup opportunity record under and ensure in s opp record notes it references the Key contact Set up call and walk through questionnaire to qualify opportunity and determine what type of event is most appropriate (Questions for Partners - Affiliate File) Ensure affiliate understand our webinar model make more money with less time. Update record w/details from questionnaire under Personal Notes for Key person. Confirm contact is set up as an affiliate If not, create note in record so is generated to Key contact. Confirm invite and terms and conditions are accepted. PERSON Contact the three referrals and ask the questions in the Questionnaire Chris Wise Review Questionnaire, referral feedback, their contract if they have one, and s we will send with Chris if person wants to come to our list that it is a fit. Have all info ready to be reviewed by Chris. Outlook Send contract to partner (Contracts Originals file). Needs to be back 2 weeks before event. Add Contact (Key and ) to Chris s Outlook Contacts. Ensure has cell and in there. Categorize as business. Outlook ONLINE LIVE WEBINAR TO PARTNER S DATABASE Block out time for event in Chris calendar + schedule a 30 min intro meeting if Chris has not met the partner. Create event in Shared Team Calendar Create a task for using Webinar Setup Template to Other List (Task Template) Upload Contract to File Box GoToWebinar Log in: pw: Under My Webinars select Schedule a Webinar Choose from one of the templates (REI vs General) update title set up date/time (watch that am/pm is correct on both start and end times) confirm description is correct audio should be set for both VOIP and Telephone update panelists First Name, Last Name and are all that is required For more info about a with Chris Wise visit:

2 No other changes should be necessary After saving reviewing pre/post s and confirm no changes are needed Set up the web form select one of the webforms that lists MLOC not currently in use (Chris Wise Webinar MLOC 1-4) confirm thank-you page is pointing to correct URL set up actions o look up matching follow up sequence and update to include: confirmation bonus edit dates/times reminder for day before edit dates/times action set to add newsletter & promo tag one week after webinar No need to update the Completion Actions (those remain the same) rename sequence using name and date o go back to corresponding web form o update tag / create new one with MLOC - name and date update the form name (using name and date, category = webinars) Save and confirm Grab registration URL from description and confirm content is accurate FTP Log into FTP Look up corresponding thank you page URL Webinar URLs are found under /chris-wise-webinar Right click and select View/Edit Grab Webinar ID from gotowebinar (click on view) and copy code. Update code (name=webinarkey value="#########"), save and confirm it sticks! Set up affiliate redirect Choose affiliate redirect from set up drop down Select corresponding webinar registration page redirect Update Name/Code Confirm website URL for registration page Locate Affiliate Save Log in as affiliate Grab link and do a test registration to confirm redirect, registration and tagging, affiliate set and follow up sequence triggers occur Create affiliate s Setup Templates Pick between REI vs General marketing focus (search: Affiliate s MLOC) Update items in bold *remove 4 th and send once the replay is set up Highlight the need to be bcc d on the s so we are notified when the s go out (best for them to create the hyperlinks themselves so nothings gets broken) For more info about a with Chris Wise visit:

3 Request vanity URL for sales page to be used on PP slides Can log in as affiliate to track tag and confirm records are being created Create a task for that includes the affiliate s to send to Affiliate Customer Service Send to Customer Support is aware of date/time of event Update the event spreadsheet with Event info (date and affiliate name) Update event in team calendar to include affiliate registration link and sales Vanity link Outlook Send intro/outro script to partner and affiliate s (Intro Outro Scripts located in the Speaking folder on sharepoint There are two different intro/outro scripts, send the real estate one if it is mainly a real estate database) Week of marketing, track progress of marketing efforts to confirm all is working correctly. After each day of the schedule s that the affiliate is sending out confirm that opt-ins are happening and the number of opt-ins looks consistent with the number of people they are marketing to. Use Affiliate Redirect Activity Summary Report 24 hour check make sure all is set, check all links and everyone is informed with details they need. GoToWebinar Log into event to confirm all kicks off as scheduled Day after event, grab PDF report of stats. Go to: My Webinars Generate Reports Select Performance Report, Next Select Event, PDF, Generate Report FTP / Sharpoint Day of event,: Create task for Chris to uploaded recorded video once complete and assign to for formatting and uploading Download to desktop once complete Update event spreadsheet with stats from day of event: s sent and open rate - Need stats from partner Click Thru and Opt in stats use report: Affiliate Redirect Activity Summary Grab ebook download stats o Use search Find people (w/tags from webinar & POM Creating Wealth) # of webinar logins and on webinar at close get from GoToWebinar PDF (confirm with Chris when he started his close) Grab stats from Google Analytics - o o PW: For more info about a with Chris Wise visit:

4 partner with stats by noon the day after the event (cc Chris on the ) FTP Chris upload file to creditlinemillionaire/video Chris Set up web form Find one previous used as replay (Free Webinar 1 or 2 have been set up with replay URLs to use) Update follow up sequence and rename Make sure thank you page is pointing to replay URL (saved in the description of the web form) Update tag and follow up sequence Rename web form Confirm URL for replay registration page (saved in the web form description) save Create affiliate redirect find corresponding replay registration link rename redirect change to current affiliate save Log in as affiliate Grab link and test FTP Open up the replay webpage for editing (URLs saved in the web form description) Replace embed code from viddler with new video save and test page Once replay was set to expire Update thanking page to point to replay expired URL (saved in the web form description) save and test page Update event spreadsheet with stats from one week. partner with stats and set up call to discuss success / next steps. (cc Chris on ) For more info about a with Chris Wise visit:

5 Outlook MARKETING AN EVENT TO OUR DATABASE Block out time for event in Chris calendar + schedule a 30 min intro meeting if Chris has not met the partner. Ensure that Chris has reviewed and approved the following Questionnaire, referral feedback, their contract if they have one, and s we will send with Chris if person wants to come to our list that it is a fit. Mark out 2 weeks for marketing (week before and week after) to list so no other marketing takes place during this time Schedule time for intro/wrap up recordings if going to be prerecorded Create event in Shared Team Calendar (include dates for s to database) Include: o links to register for the webinar o the replay link and date and time o Sales Contact info so CS can provide this info to people who missed the webinar Create task for Accountant X days from event for payment reminder (X Days according to contract) Recording (if prerecord) Affiliate Details Add details from questionnaire to Personal Notes Upload Contract to File Box Record Intro and Wrap Up Confirm we are set up as an affiliate and have access to log in and review stats (add to Presentation Metrics Spreadsheet Speaking file in ) In the affiliate center confirm that there is a commission structure for the product we are selling Confirm that the registration link is also an affiliate link and test (If using a gotowebinar link ask how will the people who register for the gotowebinar will be tracked to us inside their database?) Confirm we have all marketing material and scripts for event. Ensure that the s meet CLM standards. Confirm we have the sales page affiliate link Update the event spreadsheet Create task for to create Page for Sales Page redirect (include affiliate link and confirm page URL) If affiliate provided marketing info for Social Media, Create task for. Use Push Out Webinar to SM (Task Template) and select webinar type CLM Promo Create task for Heather to add registration to Newsletter and Customer Hub For more info about a with Chris Wise visit:

6 Social Media Push Out Webinar to SM (Task Template) follow instructions in Task Find People promo tag Mktg special promo offer I want to send a broadcast Send from other Chris Wise / Send as HTML and Plain Text drag & drop Paste in copy Get personal from auto populate Create hyperlinks In Opt out select promo opt-out Header is CLM header full Replace hosted link with CLM link Save Add subject line and test (test all links in test !!) Outlook Next select permissions Done sends it immediately Specific Date select send after & add date/time Select Done partner with URL for sales page redirect Week of marketing, track progress of marketing efforts to confirm all is working correctly 24 hour check make sure all is set and everyone is informed with details they need. Update event spreadsheet with stats from event: Day of, One week after event partner confirming stats and discuss success Confirm payment received (task already set up) Accountant For more info about a with Chris Wise visit: