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Masterclass and webinar checklist

The 15-point masterclass Show-Up Checklist.

A masterclass checklist covers every step between signup and a booked call: a working signup page, a personal join link, an instant confirmation with a calendar invite, reminders 24 hours and 1 hour before, clear time zones, a replay within 24 hours, split follow-⁠up and one booking link. Test it as a guest before every event.

Free Leak Check video, then a free 8-⁠day setup. You pay nothing until your events with us beat your 3-⁠event show-⁠up average.

Check your next masterclass or webinar against these 15 points. Every point is about getting more people from signup to the live session, and from the session to a booked call. It’s the same list we use to score every free Leak Check.

In short
  • Check what actually happens, not what is meant to happen.
  • Do the check on your phone, with an email you don’t normally use.
  • Fix the earliest gap first, because it loses people before anything else can help.
  • Repeat the check before every event, not just the first one.

The checklist

Signup

  1. The signup page works on a phoneMost people sign up from a social post on their phone. Test the whole form on one.
  2. The form asks for name and email onlyEvery extra field loses signups. Ask anything else after they have registered.
  3. Date, time and time zone are clearShow your time zone and at least one other, for example 1 PM UK (2 PM CET).
  4. The thank-⁠you page says what happens nextTell them the link is on its way by email, and from which address.

Before the event

  1. Confirmation arrives within a minuteFrom your own address, with the join link in it. If it takes longer, people sign up twice or give up.
  2. Each person gets their own join linkWith Zoom registration, nobody shares a link, and you can see exactly who attended.
  3. A calendar invite is attachedAn add-⁠to-calendar file with the link inside puts the event in their day, not just their inbox.
  4. A reminder 24 hours beforeShort: the time, the link and one line on what to expect.
  5. A reminder 1 hour beforeThe link first, and nothing else. This is the email most people join from.
  6. Late signups still get their linkSomeone who signs up after a reminder has gone out still needs the confirmation and link.

After the event

  1. The recording is switched on automaticallySo the replay exists even if you forget to press record.
  2. Attendance is sorted: came live or missed itThe two groups need different emails, so the split has to be automatic.
  3. The replay goes out within 24 hoursWith a clear deadline, such as “available until Friday”.
  4. Follow-⁠up has one booking linkOne next step per email, and the emails stop once someone books.
  5. The numbers are written downSigned up, came live, watched the replay, booked a call. That is how the next event does better.

How to use it

Sign up as a guest

Use a personal email you don’t normally use for work, and go through your own signup on your phone.

Tick what actually happens

Not what is meant to happen. If the reminder lands an hour late, it doesn’t count.

Fix the earliest gap first

A missing confirmation email loses more people than a weak follow-⁠up, because it comes first.

Or let us score it for you

01

Send us your signup page

We sign up as a guest and follow every page and email.

02

Get your score out of 15

In a 5 to 8 minute video, with the 3 points costing you the most show-⁠ups and booked calls.

03

Fix it, or let us

Keep the video either way. If you want, we set it up free before your next masterclass, and you pay nothing until your events with us beat your 3-⁠event average.

When should I run through the checklist?

Twice for each event:

Tools change. A Zapier step can switch off, a Zoom setting can reset, or a new email can go out with an old link. A check that passed last month doesn’t prove anything about this month.

What should I check on the night itself?

Which gaps are the most common?

When we sign up as guests, the same few gaps come up again and again:

For what each email should say, see webinar reminder emails. For what comes after the event, see replay and follow-⁠up.

How do I know if the checklist is working?

Write down three numbers after every event: signups, people who came live, and calls booked. Your show-⁠up rate is people who came live divided by signups. As a reference point, Livestorm’s benchmark of 33,786 webinar sessions puts the average at 47.7% of registrants.

Compare each event with your own last few. If you’d rather not check it yourself, our free Leak Check scores your flow out of 15.

Questions people ask

What matters most on the list?
Personal join links, a calendar invite and the 1-⁠hour reminder. Together they decide whether people can actually get into the room.
Does this work for WebinarJam or Kajabi events?
Yes. The points are the same on any platform. Only how you set them up changes.
How long does the check take?
About 15 minutes if you sign up yourself, plus waiting for the reminder emails to arrive.
Can I use the checklist for a paid workshop?
Yes. A paid workshop still needs a confirmation, a calendar invite, reminders and a clear link. People who have paid are usually keener to attend, but they still forget and still lose links. The follow-⁠up part changes: instead of a booking link, you might point them to the next step in your program.
What if I fail most of the points?
That’s common and fixable. Start with the earliest point you fail, usually the confirmation email or the personal join link, and fix one thing before your next event. Each fix helps every step after it, so you don’t need to change everything at once.
Should my team run the checklist, or should I?
Ideally someone who didn’t build the flow. The person who set it up knows where the link is and fills in gaps without noticing. A team member, friend or partner signing up fresh on their phone sees what a real signup sees.

Find out where your masterclass loses people

Send us your signup page. You’ll get your score out of 15 on video, free.

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