Event marketing workflow for Tallyfy

Run webinars that fill seats and generate leads

Webinars require coordinating content, speakers, promotion, technology, and follow-up across weeks of preparation. This template connects every step from planning through post-event lead follow-up so you fill seats, execute smoothly, and capture leads afterward.

6 steps

Run this workflow in Tallyfy with people, AI, and conditions

Webinar Planning & Execution Workflow Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Review webinar best practices

TM
Team member
Status: Active

2. Plan content and confirm speakers

Claude
AI agent
Status: Waiting

3. Launch registration and promotion campaign

TM
Team member
Status: Conditional

4. Complete full tech rehearsal with all speakers

Claude
AI agent
+ 2 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow

Process steps

1

Review webinar best practices

21 day from previous step
task
Before you dive into planning, take a few minutes to review these essential webinar tips:

  1. Schedule for your audience's timezone - midweek mornings often work best
  2. Keep it focused - 45-60 minutes max including Q&A
  3. Define one clear takeaway attendees should walk away with
  4. Plan for interaction - polls, Q&A, chat engagement keep people engaged
  5. Always have a backup plan for technical issues
  6. Record everything so people can watch on demand later
2

Plan content and confirm speakers

18 day from previous step
task
Lock in your webinar topic, confirm your speakers, and build out a detailed content outline. You'll want speaker bios, headshots, and any presentation materials they'll use. Be clear about what the audience should learn and be able to do after attending. Build in buffer time - presentations almost always run longer than planned.

Speaker Coordination Checklist:
- Send a calendar invite with the webinar date/time
- Share webinar platform login instructions
- Collect the speaker's bio and headshot for promotion
- Request slide deck or demo materials
- Confirm technical requirements (headset, camera, quiet space)
3

Launch registration and promotion campaign

14 day from previous step
task
Build your registration landing page with clear copy and speaker bios. Then launch your promotion campaign across email, social media, and any partner channels you've got.

Promotion Automation Checklist:
- Set up automated reminder emails (1 week before, 1 day before, 1 hour before)
- Schedule social media posts across LinkedIn, Twitter, and other channels
- Create an email drip sequence for registrants
- Add calendar-add buttons to confirmation emails
- Set up a registration confirmation auto-responder
- Track registration metrics daily and adjust your promotion if needed
4

Complete full tech rehearsal with all speakers

3 day from previous step
task
Run through the entire webinar with all speakers on the call. Test audio quality, screen sharing, slide transitions, and any live demos you're planning. Make sure the recording is working before you go live. Assign roles clearly: who's managing chat, who's handling Q&A, who controls the slides. Write down backup plans for common failures like a speaker's audio dropping out or screen share breaking.
5

Execute the live webinar

1 day from previous step
task
Log in 30 minutes early with your whole team. Hit record immediately - don't wait. Greet early attendees with a welcome slide while you wait for the official start time. Have the moderator manage chat and collect questions while presenters stay focused on the content. Keep an eye on the clock and leave 10-15 minutes for Q&A. End with clear next steps and thank your attendees for showing up.
6

Send follow-up and publish recording

1 day from previous step
task
Within 24 hours, send the recording link and slides to everyone who registered - including the no-shows. Include answers to questions you didn't get to address live. Add a clear call-to-action so people know what to do next. Publish the recording on your website or YouTube so it keeps generating leads over time. Then review your attendance metrics and any feedback you got to make your next webinar even better.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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