Our Process
Stage One We start with questions - not venues.
A series of discovery research calls to determine the best content and gathering for your team’s goals.
Every engagement begins with a strategy session to understand your business, your team, your goals, and the relationships you're trying to build. Together, we'll define your agenda, sessions, ideal audience, identify the right speakers to determine the conversations worth having, and research the market to ensure every recommendation is intentional—not assumed.
Strategic discovery sessions.
Conversations with your internal stakeholders.
Determining your org’s objectives.
Stage TwoBuild the blueprint.
A content-forward roadmap your team can confidently execute.
Before you book a ballroom or decide on buffet vs. plated lunch, we develop the complete strategic blueprint—from session topics and agenda to speaker recruitment, and audience identification. Your marketing team receives a comprehensive playbook built by a team that has spent decades designing conferences, executive summits, and educational programming.
No guessing on how to run a summit.
No starting from a blank page.
No hiring a full-time conference producer.
Stage Three (optional)Executing the conversation.
Want us to run it, too? We’ll be there.
If you'd prefer to stay focused on your clients than managing vendors and attendee lists, and day-of execution, we can manage this alongside your team. From initial planning and regular status meetings with your executives to speaker coordination, attendance, day-of onsite management, and post-event executive level reporting, we will handle every detail.
Executive planning meetings.
Vendor & speaker coordination.
Post-event debrief and lessons learned.