Get Your Events Flowing

Get Your Events Flowing

Tools for

Event Planners + Marketers

Event Marketing + Strategy Bundle

$295

Your guide to thinking about your company’s events like a marketing leader to drive pipeline and brand awareness.

Start moving from “Event Planner” to “Event Strategist + Marketer”.

INCLUDED

Event Strategy + Approach Guide

A step-by-step “How To” crash course for thinking like an Event Marketer + Strategist. (4 pages)

Event Strategy Deck Outline

A detailed outline of what to include (+ think about) when you are building your annual event strategy deck

(from a perspective of driving value to the business). (9 pages)

Trade Show

Tools + Resources

Everything you need to plan Trade Shows like an Event Marketer + Strategist

Trade Show Planning Spreadsheet

$245

(9+ pages)

The actual planning spreadsheet we use to plan events, with tabs for milestones, budgets, marketing schedules, agenda, run of show, and more!
Never forget a step, + learn about new steps that will improve your logistic + strategic outcomes!

Trade Show Playbook

$245

(10 pages)

Your real life guide on how to plan a booth or sponsorship at a conference or trade show. This is a doc you can use right away, and also work on customizing to fit your company’s processes (i.e. around accounting, reporting, approvals, etc.). This resource will not only help you, but also help new team members when they onboard.

Best Practices for Booth or Sponsorship Activation

$145

(8 pages)

Your crash course guide to strategizing and planning a flawless activation or booth at a conference or trade show.

This is a super detailed, actionable tips + tricks “how to”!

Trade Show Evaluation Brief +
Post-Event Debrief Bundle 

$195

INCLUDED

Evaluation Brief:

Use a strategist’s eye to analyze a Trade Show or Conference to determine if sponsoring is a good investment for your company/team. (3 pages)

Debrief:

Breakdown and articulate actual value and ROI after you’ve participated in an event.

This will help you make strategic recommendations around participation in the future. (4 pages)

Creative Brief for Booth or Sponsorship Activation

$145

(3+ pages)

So much trouble can be avoided when clear and accurate information is provided to your creative team or agency. This brief will be your ‘no brainer’ template for being a pro at cross functional work!

Hosted Event Tools + Resources

Everything you need to plan Hosted Events like an Event Marketer + Strategist

Hosted Event Planning Spreadsheet

$295

(15+ pages)

This is the actual planning spreadsheet we use to plan events, with tabs for milestones, budgets, marketing schedules, agenda, run of show, and more! Never forget a step, + learn about new steps that will improve your logistic + strategic outcomes!

Hosted Event Playbook

Forthcoming!

Venue Logistics Bundle

$295

INCLUDED

Hotel/Venue Best Practices (12 pages)

Venue Sourcing RFP (7 pages)

Hotel Concessions + Negotiating How To (9 pages)

AV Sourcing RFP + Equipment Spreadsheet (5 pages)

Hotel Rooming List Spreadsheet Template

Hosted Conference/Event Planning Best Practices

Forthcoming!

Speaker Management Best Practices + Speaker Confirmation Template

$245

(7 pages)

Speakers are your VIPs - they provide value for your attendees and become champions of your event, if you treat them right! This doc will provide all the information you need to create a professional, seamless experience for your speakers, especially in the months leading up to your event.

Hosted Event Strategy + Planning Brief

$195

(5 pages)

Every event marketer and strategist should start with this document before doing anything else! If you don’t have a strategic roadmap for your event, you’ll end up in the same vicious cycle you may find yourself in now.
Resist doing events without a “why”!

Event Staffing + Roles
Best Practices + “How To”

$125

(4 pages)

Onsite staffing is key, and you need more help onsite than you think you do! There are also multiple ways to appraoch how you staff,

Hosted Event Creative Brief

$125

(3 pages)

So much trouble can be avoided when clear and accurate information is provided to your creative team or agency. This brief will be your ‘no brainer’ template for being a pro at cross functional work!
Start saving time + positioning yourself as a thoughtful leader.

FYI

NEED SOMETHING YOU DON’T SEE ON HERE?

  • If you are interested in a template not on this page, need custom bundles, or have questions — please let us know!

  • If you see value in resources on here, but are working with a tight budget, please reach out and let us know what you are interested in and what your budget is, and we’ll see what we can do (no guarantees, but we’ll try depending on your situation).

T&Cs

  • All sales are non-refundable.

  • A 15-minute complimentary call comes with all purchases made.

  • All purchases allow you access to our private Slack Group - get direct access to our team for questions or support!

  • Pricing listed here is for individuals only. We are happy to offer companies and agencies custom pricing.

  • All templates + resources are Google Docs. We are happy to send you Microsoft formats (Word, Excel) if requested.

  • When resources are requested, we’ll send you an invoice. Once paid, we’ll send the resources to you and add you to the Slack channel! Please allow 24-48 hours post-payment to receive your resources.

  • We cannot guarantee results, these are just tools for you to improve your own magic.

  • By purchasing any of these items, you agree to these terms.