Running Roundtable Events

Session

Brand

A practical plan to run a roundtable that leads to real conversations and commercial outcomes.

Sessions

1 sessions

Level

Brand

Best for

Agency Owner · Billing Leader · Experienced Consultant

Who is this for?

For consultants and leaders looking to use roundtable events as a BD and brand-building tool. Covers how to plan, invite, facilitate, and follow up from a roundtable in a way that creates genuine pipeline rather than just a pleasant morning with free coffee.

What's inside

Every session, laid out clearly.

Each session builds on the last. You can work through them in order or jump to what’s most relevant to your desk right now.

01 Running Roundtable Events

Choosing a topic that the right people will show up for
Who to invite and how to position it
Structuring the session so it doesn’t turn into a waffle
Facilitating discussion without dominating it
Follow-up that converts interest into meetings

~ 55 min

Included tools & templates

Plug in and go.

Every session comes with practical tools you can use the same week — not filed away and forgotten.

Step By Step Plan

PDF · Workbook

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