Outbound Wiki

Joint webinars and events

Running webinars, conferences, workshops or other events jointly to reach and engage both partners' audiences.

A joint webinar earns its place when the partner changes both who hears the session and what it can teach. Audience growth by itself is a weak target. The event also needs to lead attendees to a useful action. Each partner brings an audience, unique content, insights, expertise, and credibility.1 Without a path to leads, trials, or sales, the event can waste both parties' time.2 Treat partner choice, session design, promotion, and conversion as one plan.

Choose the partner

Choose the partner before shaping the event around the overlap between both audiences. Test whether the other side can improve the session and give it a credible route to people who care.

Make partnerships a core part of the webinar plan.3 Look for a partner in a complementary niche whose audience may be interested in the subject or offer.4 Relevant partners add credibility and authority to the webinar.5

Ask:

  • Which customer problem do both audiences recognize?
  • What can the partner teach that your team cannot?
  • Which audience gets a reason to attend from the partner's involvement?
  • What will the partner gain from helping promote and deliver the event?

Proceed when both sides can state the shared problem and the distinct contribution each side will make.

Set the outcome

Set the result before settling on the title. The outcome gives you a way to judge the topic, promotion, and final call to action.

Choose the action you want from a suitable attendee. It might be a conversation, a trial, a purchase, or another step your team can handle after the event. Keep the result specific enough for the partner to know whom to invite and for the presenter to know what to teach.

Before anyone writes promotional copy, write down what counts as a good attendee. Ask what this person should understand, decide, or do after the session. Also decide how the partner will benefit from participating.

Build the shared session

Build the agenda around a problem the audience already feels. The partner should add teaching depth and practical context, while the session gives attendees a useful way to understand the combined answer.

Educational workshops that address leads' pain points and challenges can deliver substantial value.6 Use expertise from both companies to address common customer or industry challenges and show how integrated solutions solve them.7 Partners can fill knowledge gaps and make the presentation more complete.8

A 30 to 45 minute webinar can educate attendees about a topic on which both sides are experts.9 Give each section a job: frame the problem, teach a useful method, show how the combined solution applies, and make the next action clear. Keep the offer connected to the problem the session solved.

Ask:

  • What will attendees be able to explain or do after the session?
  • Where does each presenter have firsthand expertise?
  • Which part of the customer problem needs both sides to make sense?
  • What evidence or demonstration will make the solution easier to understand?

The agenda should work as an educational session before the offer appears.

Split the work

Write down ownership before promotion begins. A joint event becomes hard to run when both sides assume the other owns the setup, the audience, or the close.

Have the partner promote the webinar through email and social media to generate sign-ups.10 Have the host handle the webinar setup, create the content, host the event, and pitch the product.11 Use this split as a starting point, then agree where the partnership needs shared involvement.

Confirm who opens the session, introduces the other company, handles questions, manages the live room, and delivers the offer. Put one person in charge of each handoff. If something fails during the live event, decide who acts first. Every live and promotional task should have one owner, and the partner should know what it must provide.

Fill the room

Promotion needs a plan from the first partner conversation. Give each side a clear reason to invite its audience and a clear view of the people the session is meant to help.

Co-marketing efforts expand webinar reach to a partner's audience.12 Without paid advertising, virtual event reach is limited by the size of a company's email list, social following, customer base, employee base, and those groups' willingness to spread the word.13 A joint webinar combines related audiences into a larger pool of interested potential leads.14

Agree on the audience description, promotion dates, channels, registration message, and ownership of each send so both sides know whom they are inviting, why those people should care, and what each side will do to reach them. Keep the message focused on the problem and the learning outcome. Ask whether someone would forward the invitation because it helps a colleague or only because it names a product.

Run the live session

Delivery should make the shared expertise easy to follow. Keep the operating plan simple so presenters can focus on the audience and the problem.

Use software that supports sharing slides, screens, and videos.15 Test the room, presentation flow, speaker handoffs, and offer before the event opens. During the session, listen for questions that reveal confusion or a stronger customer concern, then let the presenter address that concern while the context is fresh.

Keep the partner visible in the teaching, not only in the introduction. Give each presenter a clear point of view and a defined handoff. Start the offer only after the audience understands the shared problem and the session has shown how the combined approach addresses it.

Convert attention into action

The close should feel like the next step in the lesson. Make it easy for a suitable attendee to continue without forcing every attendee into the same path.

Use the webinar link as sales material alongside the follow-up conversation. A webinar link can replace a pitch deck or brochure and may feel more genuine and engaging.16 Make the next action explicit, give the partner the agreed follow-up path, and record which questions deserve a personal response.

Keep the asset working after the live event. Webinars may improve visibility on search engines such as Google or YouTube even when they produce no immediate result.17 Ask who should receive the link, what they should do after watching, and which partner owns that contact.

What not to do

Avoid shortcuts that make a joint webinar busy without making it useful.

  • Do not run the event to check off an OKR activity while assuming it will boost inbound leads, awareness, or TOFU metrics.18
  • Do not make traffic, attendance, or engagement the sole goals, since those goals are often unrealistic and superficial.19
  • Treat webinars as a long-term investment, not a quick lead-generation result.20

Take a partner into a focused planning conversation, test the audience overlap, and agree on the outcome before choosing the topic. Schedule the event once ownership, promotion, delivery, and the next action are clear to both sides.

Sources

  1. 1
    “In addition to adding their credibility to the event, each partner brings their own audience, unique content, insights, and expertise.”
  2. 2
    “However, without knowing how to build a partner webinar designed to generate leads, trials, and/or sales (not just registrants), you risk wasting your time and your partner’s time.”
  3. 3
    “Webinar partnerships should be a cornerstone of your webinar strategy.”
  4. 4
    “That’s when you need to start looking outward, to your friends in other complimentary niches with audiences that will be interested in you and your content or product.”
  5. 5
    “Relevant partners add credibility and authority to your webinar”
  6. 6
    “You can deliver tremendous value to your leads with educational workshops addressing their pain points and challenges.”
  7. 7
    “Offer joint educational webinars and workshops: Utilize expertise from both companies to host educational sessions that address common customer or industry challenges, showcasing how your integrated solutions solve these issues.”
  8. 8
    “Partners can fill in any knowledge gaps to create a more robust presentation”
  9. 9
    “In a 30-45-minute webinar, you can educate attendees about a topic you and your partner are experts on.”
  10. 10
    “1. Your partner is the one who will promote the webinar for you with their audience. Just like any other webinar, they’ll send emails and share on social media in the hopes that they can get as many sign-ups for the event as possible.”
  11. 11
    “2. You are the one who does everything else, including setting up the webinar on the backend, creating the webinar content, and most importantly, you host the webinar itself and pitch your product.”
  12. 12
    “Co-marketing efforts expand your webinar reach to their audience”
  13. 13
    “Unless you’re pouring your budget into paid ads, the reach of your virtual events is limited by the size of your email list, social media following, customer and employee base, and their willingness to spread the word.”
  14. 14
    “This works primarily by combining two related audiences into a much larger pool of interested potential leads, which confers lots of marketing benefits to both parties, as we’ll cover next:”
  15. 15
    “It requires software that enables sharing slides, screens, and videos — but more on that later.”
  16. 16
    “They also serve as excellent sales materials; instead of relying on a pitch deck or brochure, you can share a webinar link, which feels more genuine and engaging.”
  17. 17
    “While they may not provide immediate results, webinars are incredibly valuable for enhancing your brand's visibility on search engines like Google or YouTube.”
  18. 18
    “Many marketers host webinars simply to check off activities in their OKRs, believing these events will boost inbound leads, awareness, or TOFU metrics.”
  19. 19
    “The goals of generating traffic, increasing attendee numbers, and boosting audience engagement are often unrealistic and superficial.”
  20. 20
    “Webinars should be seen as a long-term investment rather than a quick win, especially when it comes to lead generation.”