Four engagement levels — designed around where you are and where you're going. Each one creates the conditions for the next.
Organizations wanting a rapid diagnostic on their current event standing — and a clear picture of where to focus first.
A clear picture of where your event portfolio stands across six strategic pillars — and a prioritized list of what to address first. No guesswork on next steps.
Organizations early in their portfolio strategy journey, or those who need to make the case internally for a more structured event investment approach.
Organizations with an active event calendar unsure if their mix, spend, and activation approach is aligned across departments and business goals.
A portfolio-level view of how your entire event mix works together — not event by event, but collectively. Where the gaps are, what to prioritize, and what a more intentional activation approach looks like across your calendar.
Marketing Directors, VPs of Business Development, and field marketing leads who have an active calendar but need strategic clarity before committing to a full system build.
Organizations ready to build repeatable, scalable event marketing portfolio operations — not just execute individual events.
A complete, customized event marketing system your team can execute independently — including the playbook, measurement framework, customer journey map, and the Contributor Checklist to keep accountability in place after the engagement closes.
Organizations that have done the diagnostic work and are ready to build the infrastructure. Companies ready to build repeatable, scalable event marketing portfolio operations rather than execute individual events.
Organizations with an active portfolio that need senior strategic oversight, continuous optimization, and hands-on execution support — without the overhead of a full-time hire.
An embedded strategic partner who sits at the Director level — accountable to your portfolio performance, connected to your team's execution, and continuously refining the program each quarter.
Engagements are structured in 90-day increments. The first quarter covers onboarding, alignment, and establishing the operating rhythm. Subsequent quarters build momentum and deepen optimization. Scope is customized to your portfolio size, team capacity, and goals.
The Event Portfolio Scorecard Session is a 60-minute working session designed to show you exactly where your program stands and which engagement level makes the most sense.