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PublishedSeptember 29, 2026 at 12:46 AM
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version: "1.0.0" name: virtual-events description: >- Use when the user says "webinar", "virtual roundtable", "online event", "virtual briefing", "digital event", "nobody shows up to our webinars". Designs the virtual tier without the registration vanity: virtual roundtables for depth, webinars for reach, and honest metrics for both. Writes workspace/events/<event>/virtual-plan.md.


Virtual Events

The scalable tier. Cheap, fast, and worth running when you are honest about what each format produces, which is not what most teams report.

When to use

  • Target accounts will not travel, or are spread across regions
  • Testing a topic cheaply before building a physical event around it
  • Mid-funnel coverage between in-person touches
  • A customer education or adoption motion

Inputs

  • Reads: workspace/audience/target-list.csv, workspace/program/charter.md, workspace/program/stack.md
  • Needs from user: the objective, the audience, the presenter, and the promotion channels available

Workflow

1. Pick the right virtual format

They are not interchangeable and they produce very different things.

FormatSizeProducesNext-meeting rate
Virtual roundtable8 to 12, cameras on, everyone speaksReal relationships, genuine insight25 to 40%
WebinarUnlimited, one to manyReach, content, mid-funnel coverage2 to 5%
Virtual executive briefing3 to 6 people from one accountAccount depth without travelVery high, and it is really a meeting
Customer training or office hoursAnyAdoption and retentionn/a, different objective

The virtual roundtable is the under-used one. It is a dinner without the dinner: same size, same doctrine, same rules about who speaks and who does not, at a small fraction of the cost. For accounts that will not travel, it is the best format available.

2. For virtual roundtables, keep the dinner doctrine

  • 8 to 12 people, cameras on, stated as an expectation in the invitation
  • No slides beyond a single framing slide
  • An opening round where everyone speaks in the first ten minutes. This is what makes the rest work
  • A moderator whose job is pulling in the quiet ones
  • 60 minutes, not 90. Virtual attention is shorter
  • Chatham House Rule if candor matters, stated out loud

3. For webinars, fix the topic before fixing the promotion

Most webinar problems are topic problems. The test: would someone give up an hour for this if it had no vendor attached?

  • A specific, contested, useful subject beats a category overview every time
  • A guest with independent credibility outperforms your own people
  • A number in the title, referring to real data you have, outperforms an adjective
  • "How we built X" beats "the future of X"
  • A product demo with a question mark on the end is not a topic

4. Promote for the right registrations, not the most

The metric that matters is target accounts registered, then attended. A webinar with 400 registrations and 6 target accounts is worse than one with 60 registrations and 25 target accounts.

  • Direct invitations from account owners to named target accounts, first
  • Email to the relevant segment, second
  • Social and paid, last
  • Partner or guest promotion, which is frequently the highest yield line

5. Run it properly

  • Rehearse the technology with the actual presenter on the actual platform. Not a quick check
  • A host who is not the presenter to run Q&A, watch chat, and handle problems
  • Start on time. Do not wait for stragglers, it punishes the punctual
  • Seed two or three questions so the Q&A does not open with silence
  • End on time. Overrunning loses the recording audience too

6. Report honestly

ReportNot
Target accounts registered and attendedTotal registrations
Attendance rate, with 35 to 50% understood as normalA high attendance rate presented as a topic win, when it usually means a good list
Percentage who watched more than halfTime on page
Meetings booked"Leads generated"
On-demand views over 90 daysNothing, which is what most teams report

Above 55% attendance usually means you invited people who already knew you, which is fine and worth knowing.

7. Use the recording as the actual asset

Most of a webinar's value is created after it. Plan before you record: clips, a written summary, a gated on-demand version, a follow-up sequence to non-attendees with the recording. A webinar used once was overpriced even at zero cost, because the time was the cost.

Output

  • Writes: workspace/events/<event>/virtual-plan.md with the format choice, topic, promotion plan, run sheet, and the content plan for the recording
  • Prints: the format recommendation, the topic test result, the promotion sequence, target-account registration position, and the reporting shape

Rules & quality bar

  • Format matched to objective. A webinar will not build a relationship
  • Virtual roundtables keep the dinner doctrine. Cameras on, opening round, no slides
  • Fix the topic before the promotion
  • Target accounts registered is the metric. Total registrations is not reported as success
  • Rehearse on the real platform with the real presenter
  • Start and end on time
  • The recording plan exists before the recording

Related skills

  • Reads: audience-machine, event-program-setup
  • Pairs with: event-content (the recording assets), event-followup
  • See also: docs/metrics.md for virtual benchmarks
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