How I Help SaaS Companies Build Event Systems That Drive Revenue

My Core Service: A complete audit and execution package that transforms your entire event program over 6-12 months, from diagnosis to strategy to ongoing execution.

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Core Service

CRM Audit

Phase 1: **Diagnose* Your Event ROI Problem*

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Portfolio Strategy

Phase 2: **Design* Your Event Strategy*

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Fractional Event Lead

Phase 3: **Execute* With Strategic Leadership*

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Other

Full-Cycle Event Production

Standalone service, project-basis

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Core Service: Diagnose (CRM Audit) → Design (Portfolio Audit) → Execute (Fractional Event Lead)

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CRM Audit →

Diagnose

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About

Phase 1: Diagnose Your Event ROI Problem

Choose this if:

❌ You run events, but you can't prove they drive pipeline

❌ RevOps says 'our event data is a mess.'

❌ You don't know which events are worth the investment

What we do:

Audit your CRM (which events tracked, which aren't)
Identify tracking gaps (attribution)
Show exactly what's broken + how to fix it
Give you a prioritized roadmap

Details:

Timeline: 2 weeks
Your time: 2-3 hours (2 calls + emails)
Deliverables: Audit report, gap analysis, attribution framework, implementation roadmap, 30-day follow-up </aside>

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Portfolio Strategy →

Design

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About

Phase 2: Design Your Event Strategy

Choose this if:

❌ Your tracking is good. But do you actually need all these events? Which ones matter? How much should you really spend? Your portfolio feels random.

What we do:

Analyze past events (which worked, which didn't)
Identify gaps (missing segments, geographies, formats)
Design 12-month event roadmap
Show budget allocation (40% flagship, 20% community, etc.)
Create executive summary for your CEO

Details:

When to choose this:

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