Webinar Co-Marketing Checklist for SaaS Partners

Confirm that the partners have a credible audience overlap, complementary expertise, compatible values, and enough operational capacity. Review past event quality, audience engagement, speaker reliability, promotional channels, brand concerns, competitive conflicts, and data expectations. A large list is not useful when the audience is poorly matched or cannot be contacted under the planned arrangement.

Write the event title, campaign ID, format, target date, time zone, duration, audience, problem, promise, learning outcomes, and primary next action. Choose one primary goal such as qualified registrations, live product education, partner-sourced opportunities, or customer adoption. Record each company's secondary goal separately so content and follow-up tradeoffs can be resolved openly.

Confirm each speaker's name, role, expertise, bio, headshot, contact, availability, accessibility needs, and permission for promotion and recording. Assign a host, moderator, timekeeper, Q and A owner, chat moderator, technical producer, and incident lead. Name backups for the host, producer, and any speaker whose absence would cancel the event.

Create an event outline with opening, audience framing, teaching blocks, examples, interaction, call to action, questions, and close. Assign an owner and approval date to every section. Establish evidence requirements for product, customer, performance, and market claims. Define how each partner's expertise appears so the session feels integrated rather than two unrelated presentations sharing a calendar invite.

Decide which company owns the landing page, webinar platform, registration records, consent logs, and attendee communications. Keep form fields limited to what the event and agreed follow-up require. Review the title, promise, speaker details, agenda, date, time zone display, accessibility information, recording statement, privacy notice, partner disclosure, and confirmation experience.

Document whether and how registration and attendance data can be shared. Specify fields, consent language, purpose, transfer method, access, retention, deletion, suppression, and contact limits. Define deduplication and account ownership before the first record arrives. Test registration as a new person, existing contact, suppressed contact, different region, and mobile visitor.

For each company, list every committed email, social post, blog or resource placement, community mention, in-product placement, sales touch, partner directory feature, and speaker post. Record audience, channel, account, placement, number, planned date, asset owner, approval deadline, final URL, and delivery proof. Separate required support from optional amplification.

Use a reverse calendar from the event date. Allow time for landing-page approval, tracking tests, email cutoffs, speaker assets, organic promotion, partner review, reminders, and a final registration push. Tag all links with the shared campaign ID and partner source without exposing sensitive information. Check that promotional messages accurately describe the same event and do not create contradictory promises.

Run a full rehearsal with the actual speakers, producer, platform, slides, videos, polls, demos, transitions, and call to action. Test microphone, camera, lighting, bandwidth, screen sharing, aspect ratio, captioning, recording, chat, questions, host controls, waiting room, attendee permissions, and backup communication. Time every section and shorten content before the live session.

Write contingencies for speaker absence, lost connection, platform failure, demo failure, disruptive attendee, incorrect slide, sensitive question, incident news, and recording failure. Keep local copies of slides, media, speaker contacts, moderator notes, and a backup meeting link where appropriate. Decide who can delay, continue, remove an attendee, skip a segment, or cancel.

Open the room early and verify speakers, recording, captions, slides, links, chat settings, moderator resources, and backup communication. Start on time, explain the session structure, set interaction expectations, and disclose recording. The producer should watch platform health while the moderator watches audience experience. Speakers should focus on delivering the agreed value rather than troubleshooting privately in the live chat.

Capture actual start and end times, peak and average attendance, poll responses, questions, links shared, incidents, and changes from the run of show. Protect attendee privacy when reading questions or showing participant information. End with one clear next action and explain when the recording or resources will arrive. Do not improvise a data-sharing or sales promise that was not disclosed at registration.

Send the promised attendee and no-show follow-up after the recording, links, captions, transcript, and resources pass QA. Segment messages when attendance or consent changes what is relevant. Route product questions, support needs, sales interest, and partner opportunities to named owners. Apply frequency, suppression, account ownership, and contact rules rather than distributing one raw spreadsheet to both teams.

Report registration by source, attendance, engagement, questions, content consumption, follow-up actions, qualified outcomes, pipeline or adoption where appropriate, costs, and operational defects. Deduplicate people before presenting a combined total. Agree on later outcome checkpoints that match the sales or adoption cycle. Finally, record where the replay lives, who may edit or reuse it, when permissions expire, and when outdated claims require removal.