OPPORTUNITY IDENTIFICATION
Event Database Template
| Event |
Date |
Location |
Audience Size |
Audience Type |
Tier |
CFP Deadline |
Notes |
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Tier Classification
| Tier |
Definition |
Investment |
Examples |
| 1 - Must Attend |
Industry-defining, key audience |
High - apply, sponsor |
[Top industry conferences] |
| 2 - Important |
Strong ROI, relevant audience |
Medium - apply |
[Mid-tier events] |
| 3 - Opportunistic |
Niche or local, low effort |
Low - apply if invited |
[Webinars, local events] |
Opportunity Sources
| Source |
How to Monitor |
Frequency |
| Conference websites |
Check CFP pages |
Monthly |
| Industry newsletters |
Subscribe, flag calls |
Ongoing |
| LinkedIn posts |
Follow event organizers |
Ongoing |
| Peer companies |
See where they speak |
Quarterly |
| Podcast directories |
New shows in industry |
Monthly |
| Media requests |
HARO, journalist asks |
Daily |
SPEAKING CALENDAR
Annual Planning
| Quarter |
Target Events |
Topics to Pitch |
Speakers |
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| Q3 |
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| Q4 |
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CFP Deadline Calendar
| Month |
Event |
CFP Deadline |
Event Date |
Status |
| January |
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| February |
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| March |
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| April |
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| May |
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| June |
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| July |
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| August |
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| September |
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| October |
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| November |
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| December |
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PURSUIT PROCESS
Abstract Development Template
SPEAKING ABSTRACT
TITLE:
[Action-oriented, benefit-focused, intriguing]
DESCRIPTION:
[100-150 words covering:]
• Opening hook - why this matters now
• What attendees will learn (3 specific takeaways)
• Why this speaker is qualified
• Call to action/promise
LEARNING OBJECTIVES:
By the end of this session, attendees will be able to:
1. _______________
2. _______________
3. _______________
TARGET AUDIENCE:
[Role/level/interests of ideal attendee]
SESSION FORMAT:
☐ Keynote ☐ Breakout ☐ Panel ☐ Workshop ☐ Lightning
☐ 15 min ☐ 30 min ☐ 45 min ☐ 60 min ☐ Half-day
SPEAKER BIO (50 words):
_______________
SPEAKER BIO (100 words):
_______________
HEADSHOT: [Attached]
Bio & Photo Package
SPEAKER PACKAGE CHECKLIST
☐ Short bio (50 words)
☐ Medium bio (100 words)
☐ Long bio (200 words)
☐ Headshot (high-res, professional)
☐ Headshot (casual/approachable)
☐ Company logo
☐ Social handles
☐ Previous speaking samples (video links)
☐ Testimonials from past events
Application Tracking
| Event |
Abstract Title |
Submitted |
Status |
Follow-up Date |
Notes |
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☐ Submitted ☐ Under Review ☐ Accepted ☐ Rejected |
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Follow-Up Cadence
| Timing |
Action |
| Day 0 |
Submit application |
| Week 2 |
Follow-up email if no confirmation |
| Week 4 |
Check-in if still pending |
| Week 6 |
Final follow-up |
| After decision |
Thank regardless of outcome |
PREPARATION
Presentation Development Workflow
PRESENTATION DEVELOPMENT CHECKLIST
6-8 WEEKS OUT:
☐ Confirm topic and objectives
☐ Research audience and event
☐ Create outline
☐ Gather data and examples
☐ Identify customer stories to include
4-6 WEEKS OUT:
☐ Build first draft of slides
☐ Write talk track/notes
☐ Internal review round 1
2-4 WEEKS OUT:
☐ Finalize slides
☐ Practice run-through
☐ Collect feedback, iterate
☐ Coordinate with event on logistics
1 WEEK OUT:
☐ Final practice sessions
☐ Test technology/setup
☐ Prepare backup (printed notes, USB)
☐ Confirm all logistics
DAY OF:
☐ Arrive early
☐ Test AV setup
☐ Quick warm-up
☐ Engage!
Logistics Checklist
EVENT LOGISTICS CHECKLIST
TRAVEL:
☐ Flights booked
☐ Hotel booked
☐ Ground transportation
☐ Calendar blocked
REGISTRATION:
☐ Speaker registration complete
☐ Badge name confirmed
☐ Session time/room confirmed
☐ AV requirements submitted
MATERIALS:
☐ Presentation finalized
☐ Slides submitted to event
☐ Backup copies (USB, cloud)
☐ Demo environment ready (if applicable)
☐ Handouts/giveaways (if applicable)
COORDINATION:
☐ Event organizer contact saved
☐ Co-presenters coordinated (if panel)
☐ Moderator brief complete (if panel)
☐ Social posts scheduled
MAXIMIZATION
Content Repurposing Workflow
POST-SPEAKING CONTENT PLAN
DURING EVENT:
☐ Photos taken (on stage, with attendees)
☐ Session recorded (by event or self)
☐ Attendee quotes/feedback captured
☐ Social posts live-tweeted
WITHIN 1 WEEK:
☐ Thank you posts on social
☐ Blog post summarizing key points
☐ Share slides on SlideShare/LinkedIn
☐ Send recording to marketing
WITHIN 2 WEEKS:
☐ Edit video for clips
☐ Create audiogram snippets
☐ Write expanded blog from talk
☐ Pitch byline based on topic
ONGOING:
☐ Add to speaker reel
☐ Include in company materials
☐ Reference in future abstracts
☐ Use in sales conversations
Social Amplification Template
SPEAKING SOCIAL POSTS
PRE-EVENT:
"Excited to be speaking at [Event] on [Topic].
If you're attending, find me at [session time/location]!
[Event hashtag] [Link]"
DURING:
"On stage now at [Event] talking about [Topic].
Key takeaway: [Insight] [Event hashtag]"
POST-EVENT:
"Thank you [Event] for having me!
Great conversations about [Topic].
Biggest audience question: [Question/Theme]
[Event hashtag]"
SHARE SLIDES:
"Sharing my slides from [Event] on [Topic].
TL;DR: [3 key points]
Full deck: [Link]"
Lead Capture Strategy
| Method |
Description |
| Slides CTA |
Include URL/QR code to resource |
| Handout |
Physical takeaway with contact |
| Social follow |
Ask attendees to connect |
| Post-event email |
Follow up with attendees (via organizer if possible) |
| Networking |
Business card exchange |
MEASUREMENT
Speaking ROI Tracking
| Event |
Cost |
Leads Generated |
Pipeline Influenced |
Other Value |
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$ |
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$ |
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Annual Speaking Review
ANNUAL SPEAKING REVIEW
ACTIVITY:
Total events applied: _____
Total events accepted: _____
Acceptance rate: _____%
Events attended: _____
BY TYPE:
Keynotes: _____
Breakouts: _____
Panels: _____
Webinars: _____
Podcasts: _____
RESULTS:
Estimated total audience: _____
Leads generated: _____
Pipeline influenced: $_____
Content pieces created: _____
QUALITATIVE:
Best-performing topics: _____
Feedback themes: _____
New relationships made: _____
NEXT YEAR PRIORITIES:
Events to prioritize: _____
Topics to develop: _____
Process improvements: _____