Free kit for sponsors

Everything you need to run an investor webinar

Run-of-show, promotion and reminder copy, attendee and no-show follow-ups, and a launch checklist.

What's inside

Get instant access

  • 45-minute run-of-show
  • 2 promotion emails
  • Email and SMS reminders
  • Attendee follow-up
  • No-show follow-up
  • Launch checklist with CRM tags

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Investor Webinar Kit

1. Run-of-show

MinutesSegmentOwner
0–3Welcome, agenda, compliance disclaimerHost
3–8Who we are and how we thinkPrincipal
8–30Core education on the promised topicPrincipal / guest
30–40Live Q&AHost moderates
40–45Next step: book a call or get the guideHost

2. Promotion, reminders and follow-up

Promo email 1 · 21 days out

[Webinar title]: live on [date]

Subject: [Webinar title]: live on [date]

Hi [First name],

On [date] at [time ET], [Principal] is hosting a free 45-minute session: [Webinar title].

We'll cover:
• [Point 1]
• [Point 2]
• [Point 3]

It's educational, with live Q&A at the end. Can't make it live? Register anyway and we'll send the replay.

[Register link]

[Name]

Promo email 2 · 7 days out

One week: your questions about [topic]

Subject: One week: your questions about [topic]

Hi [First name],

[Webinar title] is one week away. Here's one question we'll answer: "[Common investor question]".

If you have a question you'd like covered, reply to this email and we'll try to include it.

[Register link]

Reminder · 1 day out

Tomorrow: [Webinar title]

Subject: Tomorrow: [Webinar title]

Hi [First name],

Quick reminder: [Webinar title] is tomorrow at [time ET]. Here's your link: [Join link]

Add it to your calendar: [Calendar link]

SMS reminder · 1 hour out (with consent)

SMS

[Firm]: [Webinar title] starts in 1 hour. Join here: [short link]. Reply STOP to opt out.

Follow-up · attendees · within 24h

Thanks for joining + the replay

Subject: Thanks for joining + the replay

Hi [First name],

Thanks for joining [Webinar title]. Here's the replay and slides: [Link].

The three takeaways most people asked about:
1. [Takeaway]
2. [Takeaway]
3. [Takeaway]

If you'd like to talk through how this applies to you, book a 20-minute intro call: [Calendar link]

Follow-up · no-shows · within 24h

Sorry we missed you: here's the replay

Subject: Sorry we missed you: here's the replay

Hi [First name],

We missed you at [Webinar title], so here's the full replay: [Link]. It's [45] minutes; the Q&A starts at [mm:ss].

Questions after watching? Just reply.

3. Launch checklist

  • Topic chosen and counsel briefed (educational under 506(b))
  • Registration page live with date, time zone, agenda and replay promise
  • Calendar invite + join link automation tested
  • Disclaimer slide approved
  • Q&A moderator assigned
  • Replay and slides ready to send within 24 hours
  • CRM tags: registered / attended / no-show / asked question
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