Events for Coaches, Consultants, and Experts Turn your expertise into
an event that fills up and sells.

  • We plan your event and marketing with you in two to three weeks.
  • Then we can build it, fill it, and produce it.
  • If you qualify, our sales partner can close your $10K+ deals for you.
Book a Strategy Call
FROM PLAN TO SALESWITH YOUDONE FOR YOUOPTIONAL01PlanWith you, in2 to 3 weeks02BuildPages, emailsand platform03FillCampaign andreminders04ProduceRun live onevent day05CloseSales partner,if you want

Trusted by:

500+ events produced

20+ years

2X GOLD People’s Choice Virtual Event of the Year

An Event Can Grow Your Business,
Wherever You’re Starting

Every plan starts from where you are. The goal: an event that grows your audience and sells your program or books the right meetings.

01

You have never run a paid event.

We plan your first one so it fills up and runs smoothly.

02

You have a big audience and no event.

You have years of content and a real list, but no event that turns them into revenue.

03

You sell high-ticket, one call at a time.

An event puts your offer in front of a whole room, so your calls are with people who already want to talk.

04

You only coach one-to-one.

An event is how you launch a group program or a course to people who already trust you.

05

You sell advisory work that closes over months.

We plan your event to book meetings with the right people.

06

You have run events, and they did not fill up or sell as well as you hoped.

The room was fine and the month after was quiet. We find the planning and promotion gaps before your next one.

Room size matters but it’s not the #1 factor. A 60-person webinar with a high-ticket offer and the right people in the room can earn more than a 400-person conference pitch with a weak offer.

The SMART Event Method framework diagram

How We Plan and Produce Your Event

Our co-founders came out of marketing and live events. We work from our SMART Event Method™. Here’s how its five parts work for a coaching or consulting business:

  • Strategy: which events to run, and what you sell at each one
  • Marketing: filling the room and getting people to show up
  • Attendee Experience: an event people want to come back to
  • ROI: what the event earned, in your own numbers
  • Transformation: a next step for your buyers after the event
Explore our award-winning approach

Strategy

Plan the Event Around What You Sell

Every engagement starts with a plan, because your offer decides what the event earns.

1

Which Events to Run, and Why

We decide what each event is for and how to price it, so your events stop competing for the same buyer.

2

The Offer, in Your Own Words

You keep your method and your language. We help you shape the offer, and we never write it for you.

3

What Your Buyers Buy Next

A next step for buyers who say yes: a group program, a membership, or a higher-level offer.

SMART EVENT BLUEPRINTYour Event Funnel2-3 WEEKSTHE PLANOWNERWhich events to runYouThe offer you will makeYouMarketing that fills the roomW&GHow the room is designedW&GWho follows up afterwardYouW&GScorecard against your goalsW&G

The SMART Event Blueprint for Coaches, Consultants, and Experts

Your Event Funnel, Planned With You in Two to Three Weeks

We map your Event Funnel with you, from which events to run and what you offer to who follows up and how you score the results.

You get the full plan, with a name next to every step. You or your VA can run it, or we can build, fill, and run it with you.

The Blueprint comes with a money-back satisfaction guarantee. If you hire us to produce your event, half of what you paid for the Blueprint is credited forward.

Book a Strategy Call

Starting From Scratch, or
Improving Events You Already Run

YOUR EVENT FUNNELYour audienceYour buyers01Free eventWebinar, masterclassor video02Smaller paid eventWorkshop orchallenge03Main eventWhere you make yourbiggest offer04Follow-upApplications, callsand emails05Next stepGroup program, membershipor a higher-level offer

Starting from scratch

We plan the whole path: a free webinar or masterclass, then a smaller paid workshop, then a main event where you make your biggest offer.

Improving what you already run

We find what holds back sales at your most important event and design the solution.

How We Can Help

Get one team to design the plan, fill the room, run the event, and show you what it earned.

Marketing

Fill the Room

With 20+ years experience in events and marketing, we know how to fill a room.

Promotion emails and a registration page We & Goliath made for The Art of Living's workshops

Registration and promotion

  • Registration pages that speak to what your audience wants
  • Email sequences written in your voice
  • Paid social ads and retargeting, when your timeline and budget allow
Dozens of packed America Meditates watch parties, people gathered in rooms to watch the event live

Show-up and attendance

  • Reminders timed between sign-up and event day
  • A real reason to attend live, with no fake scarcity
  • Data-driven ticket pricing

Attendee Experience

Run an Event People Remember

Attendees in the SCBWI conference lounge with the session broadcast on screen

Room design

  • Time for attendees to meet and talk, where they feel safe to speak up
  • Moments to reflect, so people leave with their own takeaways
  • A strong ending, like a plan each attendee writes for themselves
  • Fixes for the day-two attendance drop at multi-day events
  • A plan for how attendees connect and find community
A two-camera interview set during production

Production

  • Full-service production for in-person, virtual, or hybrid events
  • Multi-camera filming, in a studio or on-site
  • Simulive sessions, recorded ahead and broadcast with live chat and Q&A
  • An event platform for registration, reminders, breakouts, polls, and Q&A, up to a $5,000 value, included at no extra cost with production

ROI

Know What It Earned

You get a scorecard against your goals and a results call after the event, so your next event starts from real numbers.

  • Your Real Numbers
    We track sign-ups, show-up rate, applications, calls booked, and sales.
  • Every Sale Traced to Its Source
    We trace each sale to the ad, email, or partner behind it, so you know where to spend next time.
  • The Cheapest Lever, Found
    Buyers equal sign-ups times show-up rate times close rate. That math usually shows you the easiest fix.
  • The Follow-Up That Turns Interest Into Sales
    Many sales happen in the days after an event, through applications, calls, and emails. We plan that follow-up before the event starts.If you qualify, our event sales partner can close sales during and after it. The team has generated $20+ million in sales of coaching, education and mentorship programs since 2015, and over $1.7 million in sales so far from live virtual seminars alone.
EVENT SCORECARDMeasured against your goalsGOALSign-upsShow-up rateApplicationsCalls bookedSalesOn or above goalBelow goalSALES BY SOURCEAdsEmailPartnersBuyers =Sign-ups × Show-up × Close
REPLAYSHIGHLIGHT CLIPSKEY TAKEAWAYS123SESSION CHATBOT

Transformation

Keep Attendees Engaged and Ascending
After the Event Ends

We write the follow-up emails and the call plan. You, your VA, or a sales partner we recommend handles the calls. We also plan what your buyers join next, so your next event does not start from zero.

Our Post-Event Engagement Suite adds session replays, written takeaways, a chatbot that answers from the session transcripts, and highlight clips.

The Event Formats That
Work Best for Experts

Teach three to five points around one big idea, then invite people to the next step.

Engage your community with a multi-day format all about getting people results.

Run a flagship transformational event over 2-3 days, virtual or in person.

Build your name and brand while letting your speakers’ and partners’ lists grow yours.

How We’ve Helped Experts & Coaches

Across 500+ events, our clients have grown registrations up to 7X, revenue up to 3X-4X, and attendance rates up to 2X.

Zoom grid of attendees at an acting and public speaking webinar Zoom grid of attendees at a follow-up coaching webinar

Case study

4-5X ROAS for An Acting and Public Speaking Coach

We planned her path from free webinars to a 30-day email sequence to her courses, then ran the ads that filled it.

4-5X return on her total monthly marketing spend, our fees included
Filled her in-person workshops and virtual courses
Testimonials and results from a nightlife coaching program funnel

Case study

34X ROAS for A Nightlife and Event Marketing Coach

We planned the path from ads to discovery calls, then ran the ads that filled it.

About 34X return on ad spend for an online course, before any later revenue from the program’s ongoing services
MARKETING STRATEGYSMART EVENT BLUEPRINTEVENT STRATEGYClass on Task SummitA training business for behavior analystsWhich events to runThe offer you will makeMarketing that fills the roomHow the room is designedWho follows up afterwardScorecard against your goals
Class on Task Summit page: over 1,400 BCBAs joined the summit, shown as an ABA in Education mosaic

Class on Task

A Solo Training Business for Behavior Analysts

“I was a little worried the Event Blueprint was going to be another AI thing where I could just use ChatGPT for strategy. But it’s definitely not. It’s like five steps further.”

Ashley Patton, Founder & Behavior Analyst, Class on Task
A solo expert who scaled her paid summit with paid sponsorship through the SMART Event Blueprint

Be the Revolution

9 Years of Collaboration with An Event Organizer and Host

“Their superpower which is too rare in my experience is that, if Daniel says he’s going to do a thing, it’s going to get done, and it’s going to get done how he said and when he said.”

Jay Ponti, Event Organizer and Host, Be the Revolution
Working together since 2017
Multiple projects including his own Virtual Summit

NP Digital

2X Summit Registrations for Top Marketing Consultant

Neil Patel’s agency, NP Digital, applied our framework to their summit, then invited us back to speak about how it worked.

Summit registrations from 9,000 to 19,860

Art of Living Foundation

6X ROI for A Global Nonprofit’s Webinar > Workshop Series

We ran marketing for the Art of Living Foundation’s workshop program on a multi-year retainer.

Sales-page conversion up 50.2%
6X ROI from ads to sales over two years

Why Work With Us

Speaker on stage at CodePath Emerging Engineers Summit 2025, NYC

vs. Business Coaches and Online Courses

A course on events teaches the theory and leaves the work to you. We plan your event with you, then help fill and run it too.

The crowd at America Meditates, a large outdoor group meditation event

vs. Marketing and Ad Agencies

An agency runs the ads. We plan the offer and the event it sells, then run the ads too, so everything follows a cohesive plan that gets better with every event.

Awards show stage produced by We and Goliath

vs. Event Production Companies

Stop playing vendor volleyball. Managing your AV, your venue, your technology, and your promotion: we’re your one-stop shop.

GOLD PRIZE 2 STRAIGHT YEARS

People’s Choice Virtual Event of the Year

Voters chose our event over Google Marketing Live in 2023. Then we came back in 2024 and hit 2X Attendance, 6X Booth Visits, and 10X Sponsor Leads, plus a perfect 100 NPS, winning GOLD again.
PICKED BY INDUSTRY JUDGES

Boutique Agency, Rising Star Agency & Top 100 Awards

“A standout agency for anyone serious about turning events into engines for growth.” Thomas Mauch, Eventex Judge & ICCA Director (International Congress and Convention Association)
FIVE WINS IN 2022

Impactful Events That Keep Winning

2022 brought five more wins: Community Building & Engagement, Pivot to Virtual, Virtual Cause Event, Virtual Conference, and Virtual Social Good Event. Good causes, giant impact.
People’s Choice Virtual Event of the Year award render Boutique Agency and Rising Star Agency award render 2022 Eventex wins award render

FAQ

We have a track record of increasing registrations, attendees, and sales for all types and sizes of events. Together, we’ll define goals with you, measure your event campaign, and keep improving year over year.

Both. Every engagement starts with the SMART Event Blueprint. Then we can write the copy, run the campaign, provide the platform, and produce the event. Or you and your VA can run it from the plan.

We can. We build custom landing pages, checkout flows, and thank-you pages that can replace expensive funnel software like Kajabi for simple needs. We also have agency plans with premium event software with registration built in.

We offer the Blueprint in tiers, based on what your event and offer need. On your first call, we recommend one and give you the price. Production is quoted to your event, platform included.

Plan Your Best Event Ever

Start with a data-driven plan for your event funnel.
Then let us build it, fill it, and produce it.

On the call, you get a clear read on where your current event plan is losing people,
and some initial ideas to fix it, whether or not you hire us.
The Blueprint comes with a money-back satisfaction guarantee.