Events have a lot of moving parts and with a new tool, it can be unclear if your workflows and processes should change.
Good news is that Sequel works for however you conduct your events.
However, it never hurts to have a plan you can stay organized and make sure everyone's on the same page with your new favorite tool :)
Below you'll find a thorough list of major actions we recommend to get the most out of Sequel and your time!
If it looks long, don't worry. This is meant to be exhaustive and not all of it may apply to you but will provide a comprehensive list for maximum preparedness and a great guest experience :)
To Open Registration + Get Event-Ready
Decide on event details
Date and time
Format
Objective
Asset needs (especially in case of giveaways, etc.)
Registration type and form fields
Get Integrated (dependent on plan)
Set up CRM settings and map additional fields if needed
Set up CMS template for embedding Sequel as applicable
Set a "Template" event within Sequel you can clone for ease
Customize and brand
Customize/confirm email copy
Customize live stage options and themes
Overlays, CTAs, design themes, breakout options, etc.
Prep the Players
Prep hosts with their responsibilities
Prep presenters with display and engagement options like answering Q&A
Schedule dry-run with hosts and presenters
Using the same equipment and computer as event day
Do a test-run of the whole event flow
Prep hosts and presenters on run of show and expectations
Clone event, register, pick settings, and go through all actions and movements in your run of show.
For a full rehearsal that you can watch after, embed cloned event on a test site and go "live" from cloned event. This allows you to see a recording of the rehearsal.
Open registration with blasts (email, social, etc.)
Leave welcoming comment, instructions, etc. for any early guests. You can pin this comment so it doesn't get lost.
Send additional pushes for registration and attendance.
Post-Event Excellence
Review analytics to see live attendance conversion rate
Gather high-scoring leads from Analytics > Audience Insights
Provide to sales team or equivalent
Track closed won from webinar lead
Outbound sequence as webinar follow-up
Engagement push to watch replay/on-demand
Use Sequel AI clips to generate and embed 30 second insight teasers
Use Sequel AI project for repurposing and easy social content
Look at engagement data to iterate and make your event even better next time!