Step 1: Logistics 

  • Do a practice workshop before your first live one, including using the webinar software, staff practicing in the chat, and delivering your close.
  • If you will stream your webinar to Facebook live, test it before the workshop. 
  • Have a slide deck prepared. Check out slide deck templates here.


Chad recommends against whiteboards because drawing is a distraction from delivering your message. Click here for a template. Connect to the internet via ethernet connection (plug the cable into your computer), not wifi. This is more reliable and reduces network disruptions. Think about your framing. Keep your background organized, well lit and professional. Have proper attire on. Have your staff, friends, family and network share and promote your virtual workshop. 


Step 2: Confirmation of Attendees 

Follow the regular workshop confirmation process. Call every registrant within 5 min to increase your attendance rate. Follow up voicemails with a text message. Your call follow ups will need to be completed faster due to the shorter ad run time. Send a reminder email. For a template, click here. (Launchpad will send this email automatically.) 


Step 3: Post "We're Live!" on your social channels when you start your workshop

For an in-person workshop people can’t come last minute but virtually they can, so this could bring in last minute attendees. One of the biggest challenges to the online format is interacting with your viewers. You should have a separate person assigned to monitoring the chat Q&A box and sending private messages to follow up on inputs. They can also serve as moderator for incoming questions. This person should be on their own computer. Call people back to the screen. Don't be afraid to say, "You'll want to look at the screen now because what I'm about to say is important." or "Look right here and write this down." Use names of people that have commented to keep attendees alert. Intentionally change your voice, volume and tone to bring people back to the screen and presentation. 


Step 4: The Close Commit to ZERO distractions once you start the close. 

  • Don't take questions. Be sure there aren't interruptions. 
  • Your close should be as simple as possible. The simpler it is, the more effective it will be. 
  • Be crystal clear about the call to action (what you want them to do RIGHT NOW to sign up for a free screen or appointment with you). 
  • Sell the value of the free screen. Let them know what they'll get during the session. Discuss whether the free screen will be virtual or person (or up to them). 
  • Show them exactly what they need to do to sign up by opening the schedule page on your laptop and sharing your screen. Walk them through each field and the button. 
  • Have ONE pathway for all people on the virtual workshop. The benefits and process you describe should apply to everyone on the call. 
  • Use language that implies it's a "no-brainer" to sign up for this free screen. Make it an easy yes for someone in pain. 


Step 5: Questions & Answers 

Take Q&A and repeat your call to action after every question. Have your Q&A moderator send private messages to people to engage and close 1-1.