Webinar / Virtual Event

Platform access, slides, and promo for online events.

6 ITEMS · FREE TO USE · WORKS AS A BRANDED INTAKEFLOW PORTAL

IntakeFlowSAMPLE PORTAL · DUMMY DATA

Webinar platform login (Zoom/StreamYard/etc.)Secure credential · REQUIRED
••••••••••••stored encrypted — revealed only by you
Registration page copyFile upload · REQUIRED
final-copy-v2.docxuploaded
Slide deck or outlineFile upload · REQUIRED
attachment.pdfuploaded
Speaker bios and headshotsFile upload
attachment.pdfuploaded
Promotion plan and channelsText answer
Sample answer — this is what a client's reply looks like.
Date, time, timezoneText answer · REQUIRED
Friday, Nov 14 — hard launch date

Want this checklist branded for your studio?

IntakeFlow sends any template as your own client portal — your logo and colors, auto-saving answers, reminders, and one-click review.