This is a fictional teaching example, not the script or performance report of an actual webinar. The session helps small agency owners draft a seven-day client-onboarding checklist. Use the structure; change the timing after rehearsing your own material.
Before anyone joins
Open the room 15 minutes early. Test the microphone, slides, screen share, and recording if one is planned. Keep the checklist example open in a second tab. Place a plain-text backup of the lesson in your notes. Decide who will monitor questions and how attendees can reach you if the join link fails.
0:00–0:05 — Set the promise and participation rules
Say: “By the end, you will have a draft checklist for the first seven days after a client signs.” Show the three parts: map the steps, put them in order, and assign an owner and completion signal. Tell people when you will pause for questions. Ask them to open a blank document or the planning sheet.
Check: can the audience see and hear the demonstration? If chat is silent, continue. Do not spend five minutes asking for emojis.
0:05–0:14 — Lesson one: map the first seven days
Show a simple example: send welcome information, request access, confirm the first milestone, schedule the kickoff, and explain where questions go. Separate internal tasks from client-facing requests. Ask attendees to list their own steps without ordering them yet.
Transition: “We have the pieces. Now we need an order that does not make the client wait for information we could have requested earlier.”
0:14–0:23 — Lesson two: find the handoffs
Take the example list and mark dependencies. The kickoff cannot be prepared until the team has the client’s goals and access details. Group requests into one clear message where practical. Ask attendees to circle one handoff that repeatedly causes delay in their current process.
Fallback: if the live whiteboard fails, use the screenshot of the same list and narrate the ordering. The attendee action still works in their own document.
0:23–0:32 — Lesson three: make each line actionable
Rewrite “set up client” as “Project manager sends the welcome email by the next business day; complete when the client has the access checklist and kickoff date.” Show why an owner and completion signal matter. Give attendees two minutes to rewrite three of their own lines.
Transition: “You now have a first draft. It will need a real project to test it. Here is the resource and the next step.”
0:32–0:37 — Explain the next step
Recap the three decisions and point attendees to the printable checklist. If there is a paid review service, explain the real price, scope, delivery, and who it is for. If there is no paid offer, use the time to show how to test the checklist on the next client. Do not invent a deadline or a result.
0:37–0:45 — Questions and close
Answer questions tied to the promised outcome. If a question needs a long private diagnosis, acknowledge it and explain where the person can follow up. Close by restating the draft attendees should now have and when the promised resource will arrive.
After the room closes
- Check the recording before sending any replay.
- Send the resource and a concise recap to people who agreed to those messages.
- Record actual registrations and attendance; do not count test sign-ups.
- Note where the live timing differed from this plan and revise the outline.
Start your own version in the outline builder, then use the rehearsal checklist. The field guide explains the decisions behind this example.