Avoid the trap of trying to achieve everything with one launch. Instead, define a single primary KPI—such as press mentions, sales rep message adoption, or a specific user action—and build the entire campaign strategy around optimizing for that one goal.

Building a complex AI workflow is a significant upfront investment. Teams should first manually validate that a marketing channel, like webinars, is effective before dedicating resources to automating its repeatable components. Automation scales success, it doesn't create it.

Instead of shouldering the full financial and promotional burden of a first-time event, partner with other companies. By splitting costs and co-promoting to a shared target audience, you significantly lower risk and can test the marketing channel more affordably.

Despite many marketers believing webinars are oversaturated, FloQast's CMO asserts they are a top-performing channel. He's seen at four consecutive companies that engaged webinar attendees convert into opportunities and closed-won deals at a significantly higher rate than leads from other channels.

A common planning failure is only scheduling the launch or event itself. To ensure projects are completed without burnout, you must work backward and block out dedicated time for ideation, outlining, scripting, and recording. Forgetting to calendarize the creation process is a recipe for failure.

The number one mistake in annual planning is creating a marketing strategy in a vacuum. A plan disconnected from company-wide goals, such as a major product launch, results in resource misalignment, budget shortfalls, and missed growth opportunities.

After failing to record a paid influencer webinar, the real loss was the repurposable content asset, not just the live event. The agency chose to pay the influencer a second time (at a discount) to re-record, demonstrating that recovering a key marketing asset can be a necessary, albeit expensive, follow-up investment.

When product marketers create a video walkthrough of the complete customer journey for a campaign—from social post to in-product upgrade—they are forced to test every step. This acts as a forcing function for quality assurance, allowing the team to identify friction points or broken links before launch.

A three-seat limit on the webinar software prevented a dedicated team member from managing logistics. This forced the host to multitask under pressure, leading directly to the critical error of not recording the session. This highlights how small technical constraints can become single points of failure.