What does a webinar consultant actually do?
It's a fair question. 'Webinar consultant' sounds like someone who shows up, gives you a list of best practices, and disappears. That's not what this is.
Here's exactly what the work looks like… from the first conversation to the point where your webinar program is consistently booking appointments.
The process, start to finish. This is a look at what you can typically expect within the first 90 days.
STEP 01
Understand your goals, before touching anything else.
Before reviewing a single slide or watching a single recording, we get clear on what this webinar program actually needs to do. Most Bitcoin and finance companies are running webinars for one of three reasons: building thought leadership and brand credibility, growing their list and audience, or generating direct leads for a product or service.
Each of those requires a different structure, a different offer, and a different definition of success. We get aligned on that first, so everything that follows is pointed in the right direction.
STEP 02
Watch a sample of your existing webinars.
If you've run webinars before, I watch them. Not to judge the presenter, but to understand what's working, where the audience might lose interest, and where the conversion breaks down.
Most problems are visible within the first 20 minutes of watching. This step alone usually surfaces two or three things nobody on the internal team has noticed because they're too close to it.
STEP 03
Meet your sales and product team.
For lead generation webinars, I meet with whoever owns sales or product marketing. I need to understand how you're positioning your product or service, what objections you hear most often, and what a qualified prospect actually looks like. A webinar that doesn't reflect what your sales team knows is a webinar that creates confused leads — not booked appointments.
STEP 04
Gather everything and build the outline.
Existing decks, past recordings, product docs, meeting notes — I pull it all together and start building a webinar outline. This is where the structure gets designed: the opening that earns attention, the content flow that builds toward the offer, the objection handling that happens before the ask, and the CTA that actually compels action.
You get a draft outline to review before we ever touch a slide.
STEP 05
Refine with your team.
We meet to work through the outline together. Your team knows your audience and your product better than anyone — this step makes sure the structure I've built reflects that. We tighten the flow, pressure-test the offer, and make sure every section has a job to do.
STEP 06
Prepare your presenter(s).
A well-structured webinar delivered badly still doesn't convert. I provide a short, practical training on delivery — not how to be a speaker, but how to run a conversion webinar specifically. Depending on your presenter's comfort level, we'll either go through the slides together or I'll have them record a practice run for me to review. The goal is confidence and clarity, not perfection.
STEP 07
Handle the logistics.
Schedule the webinar. Set up registration. Write the promotional email and the follow-up sequence — including the recording email and the encore invite. Create the run-of-show agenda so everyone on your team knows exactly what's happening and when. Nothing gets left to the day-of.
STEP 08
Run the webinar with you.
I'm in the room, in the background, monitoring the chat, flagging questions worth addressing, watching engagement in real time. You're not running this alone the first time. I’m right there with you.
STEP 09
Debrief, refine, repeat.
After the webinar, I like to hear how your team felt and what they noticed. And I also provide my own debrief: what worked, what didn't, what to change before the next one.
Then we run it again. Most programs find their conversion rhythm by the second or third webinar. Once we're seeing consistent results, we look at what's next on your list: the second webinar type, a different audience segment, a different offer.
Common questions.
Do you write the slides too?
I build the outline and the structure, the narrative arc, the flow, the offer. Depending on the engagement, I'll either write the slide content directly or work with your team to translate the outline into the deck. Either way, nothing goes into the presentation without a conversion reason for being there.
What if we've never run a webinar before?
That's fine. Building from scratch is sometimes cleaner than fixing something broken. We start at Step 1, get clear on goals, understand your audience, design the right structure. The process is the same, just without the audit step.
How long is a typical engagement?
The first webinar takes 60 to 90 days from kickoff to live. That includes strategy, build, prep, and delivery. After that, ongoing engagements typically run on a monthly retainer — managing the program, refining each webinar based on results, and adding new webinar types as the program grows.
Do you work with companies outside the Bitcoin space?
I do. The core of the work is the same regardless of industry: goals, structure, conversion. But the majority of SSG's work is with Bitcoin, finance, and related companies. If your audience is making decisions about money, capital, or investment, we know that world.
What does this cost?
Engagements are scoped based on what the program actually needs: a one-time audit and rebuild looks different from an ongoing monthly retainer. The best way to get a number is to get on a call and talk through where you are and what you're trying to build.
Ready to find out what your webinar program actually needs?
We work with Bitcoin and finance companies to build webinar systems that consistently book appointments. If your program isn't converting, or you're starting from zero, let's talk through it!