# Webinar Planning

> Plan and produce educational webinars for clinical trial audiences including topic selection, speaker preparation, content outlines, promotion strategy, and follow-up sequences.

- Skill: `nroze22/webinar-planning` (Agent Skill)
- Install (CLI): `npx skillmds@latest add nroze22/webinar-planning`
- Raw SKILL.md: https://api.skillmd.com/api/skills/nroze22/webinar-planning/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Coding & Dev Tools
- Author: nroze22 (https://skillmd.com/u/nroze22)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/nroze22/webinar-planning

---


# Webinar Planning for Talosix EDC

## Purpose

Plan and execute educational webinars that position Talosix as a thought leader in clinical trial EDC while generating qualified leads and nurturing existing prospects. Webinars are a primary content vehicle for the clinical trials industry where professionals expect substantive, educational content.

## Webinar Types

### 1. Educational / Thought Leadership
- **Focus:** Industry trends, regulatory changes, best practices
- **Talosix presence:** Light — expert panelist or sponsor, not product demo
- **Example:** "Preparing for ICH E6(R3): What Changes for Data Capture"
- **Lead quality:** Top-of-funnel, high volume
- **Duration:** 45-60 minutes including Q&A

### 2. Product Demonstration
- **Focus:** Talosix platform capabilities, workflows, new features
- **Talosix presence:** Primary — product team presents
- **Example:** "Building a Complex Oncology eCRF in Talosix: Live Walkthrough"
- **Lead quality:** Mid-to-bottom funnel, high intent
- **Duration:** 30-45 minutes including Q&A

### 3. Customer Showcase
- **Focus:** Customer co-presents their experience and results
- **Talosix presence:** Moderate — co-host with customer speaker
- **Example:** "How [CRO Name] Reduced Study Build Time by 60% with Talosix"
- **Lead quality:** Bottom funnel, strong social proof
- **Duration:** 45 minutes including Q&A

### 4. Expert Panel
- **Focus:** Roundtable discussion on industry topic with multiple perspectives
- **Talosix presence:** Moderator/host + one panelist
- **Example:** "The Future of Decentralized Trials: CRO, Sponsor, and Site Perspectives"
- **Lead quality:** Top-of-funnel, broad reach, brand building
- **Duration:** 60 minutes

### 5. Workshop / Hands-On
- **Focus:** Interactive session, often with sandbox access
- **Talosix presence:** Primary — training/product team leads
- **Example:** "eCRF Design Workshop: CDASH-Compliant Forms in 90 Minutes"
- **Lead quality:** High intent, evaluators and existing customers
- **Duration:** 60-90 minutes

## Topic Selection Framework

### Selection Criteria
1. **Audience demand** — What are prospects asking about? What content performs well?
2. **Search volume** — Topics with organic search interest extend webinar shelf life as on-demand
3. **Talosix differentiation** — Topics where our approach or capability is distinctive
4. **Timeliness** — Regulatory updates, conference themes, industry news hooks
5. **Speaker availability** — Do we have credible internal or external speakers?
6. **Sales alignment** — Topics that address common objections or evaluation criteria

### Topic Categories for Clinical Trial EDC
- **Regulatory:** ICH-GCP updates, 21 CFR Part 11 best practices, EU CTR implications
- **Data Management:** CDISC standards, edit check strategies, query management optimization
- **Technology:** EDC modernization, API integrations, decentralized trial tools
- **Operations:** Study build efficiency, site management, risk-based monitoring
- **Trends:** AI in clinical data, decentralized trials, patient-centric design, adaptive protocols

## Speaker Preparation

### Internal Speakers
- **Preparation timeline:** Begin 3 weeks before webinar
- **Materials to prepare:**
  - Detailed outline with talking points (not a script — webinars should feel conversational)
  - Slide deck following brand template
  - 2-3 poll questions to engage audience
  - Prepared answers for 5-10 likely Q&A questions
- **Rehearsal:** Full dry run 3-5 days before, with moderator, testing all technology
- **Coaching notes:** Speak to the audience's problems, not our features. Use stories and specific examples. Pause for emphasis.

### External Speakers (Customers, KOLs, Partners)
- **Recruitment:** Approach 6-8 weeks before target date
- **Provide:** Topic brief, audience profile, time commitment, promotion plan
- **Collect:** Bio, headshot, title/affiliation, AV requirements, content preferences
- **Review process:** Review slides and key messages 2 weeks before; align on messaging without scripting
- **Agreements:** Speaker release form, recording consent, content usage rights

### Moderator Role
- Introduce speakers and topic with energy and context
- Manage time across sections
- Bridge between presentations and Q&A
- Curate and prioritize audience questions
- Provide wrap-up summary and CTA

## Content Outline Template

```
Title: [Webinar Title]
Date/Time: [Date] at [Time] ET
Duration: [X] minutes
Type: [Educational / Demo / Customer Showcase / Panel / Workshop]
Target Audience: [Primary segment]
Goal: [Lead gen / Nurture / Customer engagement / Brand awareness]

I. Introduction (5 min)
   - Welcome and housekeeping
   - Speaker introductions
   - Agenda overview
   - Poll #1: [Audience context question]

II. Section 1: [Problem/Context] (10-12 min)
   - Industry challenge or trend
   - Data or research supporting the topic
   - Audience poll #2 or interactive element

III. Section 2: [Insights/Approach] (12-15 min)
   - Best practices or framework
   - Real-world examples
   - Talosix perspective (educational, not pitch)

IV. Section 3: [Application/Demo/Case Study] (10-12 min)
   - Practical application or live demonstration
   - Customer example or results
   - Audience poll #3

V. Q&A (10-15 min)
   - Moderated questions from chat
   - Pre-prepared questions as backup

VI. Wrap-Up (3 min)
   - Key takeaway summary (3 bullet points)
   - Resources and next steps
   - CTA (demo, download, next webinar)
   - Thank speakers and audience
```

## Slide Content Guidelines

- **Slide count:** 20-30 slides for 45-minute webinar (pace: ~2 minutes per slide)
- **Text per slide:** Maximum 5 bullet points, 6-8 words each. Slides support the speaker, not replace them.
- **Data slides:** One key chart or metric per slide with clear takeaway in the title
- **Brand consistency:** Use Talosix slide template, brand colors, approved imagery
- **Compliance:** No unsubstantiated regulatory claims on slides. Cite sources for data.
- **Accessibility:** Minimum 24pt font, high contrast, describe visuals verbally

## Promotion Strategy

### Timeline

| Timing | Channel | Action |
|--------|---------|--------|
| 4 weeks before | Website | Registration page live |
| 4 weeks before | Email | Announcement to full relevant list |
| 3 weeks before | Social | LinkedIn post + paid promotion |
| 3 weeks before | Partners | Co-promotion requests to speakers' networks |
| 2 weeks before | Email | Second send to non-openers |
| 2 weeks before | Social | Speaker spotlight posts |
| 1 week before | Email | Reminder to registrants + last call to list |
| 1 week before | Social | Countdown post, share agenda preview |
| 1 day before | Email | Final reminder to registrants with join link |
| Day of | Social | "Starting now" post with join link |

### Registration Page Copy
- **Headline:** Benefit-focused title matching the webinar topic
- **Description:** 100-150 words covering what attendees will learn (use bullet points)
- **Speaker bios:** 50-75 words each with photo, title, credentials
- **Details:** Date, time (with timezone converter), duration, format
- **Form fields:** Name, email, company, role, "What question would you like addressed?"
- **Social proof:** "Join X+ clinical trial professionals" or past webinar stats

## Follow-Up Sequences

### Attendees (Watched Live)
| Email | Timing | Content |
|-------|--------|---------|
| 1 | Same day | Thank you + recording link + slide deck PDF + key takeaways |
| 2 | Day 3 | Related resource (blog, white paper, case study) |
| 3 | Day 7 | CTA based on engagement: demo for high-intent, next webinar for nurture |

### Registrants Who Did Not Attend
| Email | Timing | Content |
|-------|--------|---------|
| 1 | Next day | "Sorry we missed you" + recording link |
| 2 | Day 5 | Key takeaway summary + related resource |
| 3 | Day 10 | CTA: demo or next webinar |

### Non-Registrants (Engaged with Promo but Did Not Register)
| Email | Timing | Content |
|-------|--------|---------|
| 1 | Day 2 | On-demand recording available + key stats from the session |

## Success Metrics

- **Registration target:** 200-500 depending on topic and promotion
- **Attendance rate:** Target 40-50% of registrations
- **Engagement:** Poll participation >60%, Q&A questions submitted >10
- **Content consumption:** On-demand views within 30 days
- **Lead progression:** % of registrants who request demo within 30 days
- **Pipeline influence:** Opportunities created or influenced within 90 days

## Output Deliverables

When planning a webinar, provide:
1. Topic recommendation with justification
2. Full content outline using template above
3. Registration page copy
4. Promotion email sequence (3 emails)
5. Speaker prep brief with talking points
6. Follow-up email sequence for attendees and no-shows
7. 3 social media posts for promotion