JetWebinar Client Webinar Handoff to Delivery (Onboarding)

JetWebinar Client Webinar Handoff to Delivery (Onboarding)

1. 01

   Confirm the client's plan tier against attendee count before handoff

   Basic caps at 200 live attendees and Professional at 500. If the client's first event is projected above the tier ceiling, flag the upgrade before the delivery team builds anything, because rebuilding registration pages on a new tier wastes the setup hours already billed.

2. 02

   Transfer branding assets into the JetWebinar custom branding panel

   Upload client logo and color values so registration pages and event rooms carry the client's identity rather than the agency's. Custom registration pages and custom domains require Professional or higher, so confirm tier before promising a branded domain.

3. 03

   Map the client's CRM and email tool to the JetWebinar integration settings

   Connect the CRM or marketing tool the client already runs so registration and attendance data land in their system, not a spreadsheet the agency owns. Record which fields sync and which the client expects to see in their own dashboard.

4. 04

   Hand the automated webinar build to the delivery operator with the reminder sequence attached

   Automated and evergreen webinars sit on Professional and above. Pass the reminder and follow-up cadence as a written sequence so the operator configures it once rather than improvising per event.

5. 05

   Set the engagement feature checklist for the first live event

   Specify which of polls, chat, Q&A, and breakout rooms the client wants active, and who moderates each. Breakout rooms need a host assigned before the event, not during it.

6. 06

   Agree the analytics report the client receives and from which JetWebinar view

   Basic analytics and reporting differ from the advanced analytics and behavior tracking on Professional. State plainly which metrics the client will see monthly so the retainer deliverable matches the tier actually purchased.

7. 07

   Log the white-label boundary in the handoff note

   White-labeling requires the Business plan at $199/mo annual. If the agency is reselling under its own brand, confirm the client account sits on Business before delivery markets the event as agency-branded.

8. 08

   Schedule the 30-day post-event review with the delivery owner

   Attendance and behavior data from the first event set the benchmark for the retainer. Book the review at handoff so the operator returns with numbers rather than a status update.