New tools for financial professionals managing marketing in-house

WealthProTools

Campaign Tools

Webinar Campaign Toolkit

Take a webinar from topic to replay promotion with the timeline, copy, and checklists already written.

$99Buy Now

Instant digital download. Single-business license.

What Is Included

  • Webinar planning timeline
  • Topic and title development tools
  • Registration-page copy
  • Promotional emails
  • LinkedIn and Facebook posts
  • Speaker preparation checklist
  • Attendee follow-up emails
  • Replay promotion plan
  • Content repurposing guide

Who It Is For

  • Advisors hosting client education sessions
  • Wealth coaches running workshops and group programs
  • Teams coordinating a recurring webinar series

What It Helps You Accomplish

  • Fill a registration list with promotion that is already written
  • Deliver a prepared session with a speaker checklist
  • Repurpose the recording into weeks of follow-up content

How to Use It

  1. 01

    Set your date and work backward through the planning timeline.

  2. 02

    Adapt the registration copy, emails, and social posts.

  3. 03

    After the session, follow the replay and repurposing plans.

Frequently Asked Questions

Which webinar platform is this for?
It is platform-neutral and works with any webinar or meeting tool.
How far ahead should I start?
The timeline is built around a multi-week runway and can be compressed if needed.
Is the follow-up sequence included?
Yes, attendee and no-show follow-up emails are both included.

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