How To Create & Run A Virtual Summit Event

Learn a practical marketing funnel for live summits, driving traffic through direct mail, email, ads, and social media to an event sales page, with post-event surveys and follow-ups.

Decide whether to integrate with your existing site or launch a new branding and domain for your virtual summit, weighing ticketing and sales page options.

Identify the platforms your audience uses and establish a presence with business pages and groups, then promote your virtual summit on Instagram, YouTube, LinkedIn, Twitter, and TikTok if relevant.

Learn how to leverage an email list to promote a virtual summit, including four email campaigns, working with speakers and affiliates, and optional SMS reminders.

Identify your audience and choose the right ads platform, then set a tested budget across Facebook, Google PPC, LinkedIn, and YouTube to promote your virtual summit.

Identify outside speakers by targeting industry leaders and mixing topics to deliver diverse content, then manage a speaker funnel from application to contract through network outreach and gatekeeper navigation.

Set up a landing page and clear speaker application to collect names, email addresses, topics, experience, and video samples for a streamlined, manual review of summit speakers.

Review speaker applications, approve or decline, and set presentation requirements (camera, live or prerecorded) and offers rules, lead collection, enforce deadlines, and notify both approved and unapproved applicants for opportunities.

Collect speaker bios, links, and headshots using a simple google template; secure a release to use and monetize recordings, and guide speakers from bio submission to contracts and reminders.

Leverage speakers to promote your summit with swipe copy and ready-to-use marketing content for emails and social posts. Set up affiliate commissions and tracking to motivate speakers and boost attendance.

Explore event platforms and CRM options for virtual summits, from Infusionsoft by Keap to HubSpot and ActiveCampaign, emphasizing automated follow-up, marketing automation, and engaging attendees with all-in-one systems.

Offer a free, limited-time replay after the event and email attendees about access. Then sell the recordings post-event using an automated funnel with tagging and pricing options.

Run a post-event survey to collect attendee feedback on enjoyment, session favorites, and next-time topics, then use insights to improve your next summit and generate testimonials and offers.