How to Successfully Host Your First Virtual Summit (avoid these 5 top mistakes!)

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Virtual Summit Management

The Purpose:

Virtual summit management ensures an organized task calendar with all project details planned out in advance to deliver a successful event for you (the host), the participants, and your guest speakers.

The Package:

Task Calendar

There are many tasks that must be completed on a set timeline in order to bring your event vision into reality.

As your summit manager, I outline all tasks involved, the date each task needs to be completed, and who is responsible…think detailed and color coded task calendar.

Team Management

Hosting a summit requires a team, such as a copywriter, web developer, virtual assistant, graphic designer, and transcriptionist.

I coordinate with all team members to answer questions, provide examples, and ensure everything is moving forward on schedule.

Guest Speaker Facilitation

Once you confirm your guest speakers, there are details you need from them…within a set timeframe…in order to keep the team moving forward. As the summit manager I coordinate with your guest speakers (or their assistant) to ensure all needed information is received, answer questions, and provide any needed reminders to ensure participation in your event is a smooth, rewarding experience and make certain guest speakers fulfill any agreement you may have in regards to their event participation.

Experience

I thoroughly enjoy managing virtual events, such as virtual summits, and first started doing so back in 2010. Since then I’ve managed 50+ virtual events.

As your summit manager, I come armed with best practices, strategies, and ideas you can use (or not) as you decide what is the right approach to hit your target numbers when it comes to summit guests, design, and more.

The Details:

A project management system will keep the summit tasks organized and allow collaboration between team members. The system will be used to assign tasks to responsible team members, team communication, and ensure all tasks are completed on schedule.

The Application:

Before we decide we are a good match to partner on your upcoming event, let’s have a conversation.

Please complete this application and I’ll be in touch to schedule a phone appointment.

    Your Email*

    Your Phone Number

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    Your Virtual Event Focus

    Goal date range for virtual event to air:

    Lisa’s suggestions more than doubled the event opt in page conversion rate.

    Katherine_Miller“I decided to host a summit to increase my visibility in my industry, while reaching more of my target audience and the women I love to work with. A colleague with prior summit experience shared a calendar of tasks to be completed. When I reviewed all the moving parts, I immediately knew there was no way I could do it myself. I needed support or I’d have a nervous breakdown! I am 1000% satisfied with my decision to hire Lisa to support me on this journey. I needed someone focused, experienced and detailed-oriented…Lisa was also a much needed calming, understanding, and positive presence throughout the whole process.

    It was a huge relief being able to focus on my particular tasks and making quality content, knowing Lisa was handing all the follow up, testing, and troubleshooting to ensure I produced a polished experience for event participants. Not only event participants, but my guest speakers as well. A significant piece to pull this event together is obtaining all the needed information from speakers…and my speakers have very busy schedules. Delegating this task made my relationship with guest speakers better since I wasn’t the one constantly following up on items needed.

    It’s unlikely this event would have happened without the support of a summit manager. Hiring someone to manage an event should not be underestimated and is incredibly valuable. Lisa’s suggestions more than doubled the event opt in page conversion rate. I am very happy with the end result, growing my list by close to 4600. I highly recommend this service for your own sanity and for a professional high class operation. I would not attempt to do this without support…particularly Lisa’s support! :)”

    Katherine Miller, Mbodied | Lee MA

    I needed someone with super human organizational skills to manage everything.

    laura_ashley“We can’t thank Lisa Nelson enough for being the engine behind this whole thing that didn’t let us fail. Seriously, we couldn’t have run this conference without her! We’re so grateful for her expertise and support throughout this journey — from inviting big name guest speakers to managing the LONG list of tasks that needed to be completed by our team before we launched the event. As creative types, Ashley and I needed someone with super human organizational skills to manage everything, see the big picture of what needs to be accomplished, and keep us on task with all of the little details to make our online conference a smashing success. We can’t recommend Lisa enough to anyone who wants to produce an incredible online telesummit or event!”

    Laura Thompson Brady & Ashley Burnett, Dare 2 Be Seen & Heard | Hallowell, ME and San Francisco, CA

    Your professionalism and kind energy could be felt from miles away!

    JovankaCiares“Words cannot begin to express how grateful I am to have connected with you and worked with you on this summit project. I wouldn’t have done it without you is understatement. Your professionalism and kind energy could be felt from miles away! From the bottom of my heart, Thank You!”

    Jovanka Ciares, Wellness Expert | Jersey City, NJ

    Thank you so much for staying on top of all the moving pieces.

    jonawilliams“Lisa (the project powerhouse) – thank you so much for staying on top of all the moving pieces and making sure that we stay on track and filling in on all these techy issues. Your patience and guidance were really a virtue. We would have been lost without you.”

    Jo-Ná A. Williams, The Artist Empowerment Firm | New York, NY

    So impressed with your organization, calm, and professionalism!

    stephaniepedersen“Thank you SO much Lisa! You are such a star! The Superfood Superheroes Summit happened because of you. I am just so impressed with your organization, calm, and professionalism! I am in awe. Thank you, thank you, thank you!!!!”

    Stephanie Pedersen, Superfoods Superheroes | New York, NY

    14,000 people attended our event from all over the world

    Heather and Damian Dube“Lisa is a life saver!!!

    She willingly stepped in last minute mid-production on our first summit to help advise and consult our production process & support our speakers in a PM role.

    I don’t know what we would have done without her, I was so busy as a online business owner, I didn’t have the bandwidth to do it all myself, and I knew I was in way over my head for the type of event we wanted to produce for our first summit having never done it before, and producing it on a short timeline of only 4 mos. We needed more capable hands on deck & immediately!!

    As a former PM myself, I wanted someone for our team who had strong events experience, a very high-level of detail-oriented projects management experience, and a strong ability to support our B2B partners effectively.

    Lisa came highly recommended from colleagues we trusted, and she didn’t let us down.

    She was accessible throughout the entire production, she proactively communicated her schedule, followed through on our clients, was able to keep me calm and feel assured throughout the process, and helped me direct the event production process for our first time.

    If I needed an answer Lisa had it, if I needed something quickly Lisa was there, if I needed something done and off my plate Lisa stepped in and checked it off the list.

    14,000 people attended our event from all over the world, it was Amazing! And, we also turned our summit into a product on our first summit, something we couldn’t have done without Lisa. She also managed our summit website vendor when I didn’t have the time due to my schedule.

    Lisa is highly competent & professional in all areas of project management, and it takes a lot for me to say that for a vendor having worked in creative marketing communications & branding agencies in my former life.

    We will be hiring Lisa again for our team for upcoming launches & project management, and we have recommended her to our colleagues without hesitation.”

    Heather and Damian Dube, e3 Energy Evolved | Gilbert, AZ

    I grew my list by over 4000 contacts and received so much positive feedback.

    Lara Adler"I decided to host an online summit so that I could grow my list, connect with colleagues in my field, and connect with a bigger audience. I've attended dozens of summits, and was frankly overwhelmed at the prospect of putting an event like this on. Lisa came highly recommended and after our very first conversation, it was clear why. Lisa is hyper-organized (a woman after my own heart!), calm, and clear about all the steps in the process - and there are a lot! Having her on my team during this event made it enjoyable and easy, something I rarely hear about summits from my colleagues who've run them.

    The event was a huge success - I grew my list by over 4000 contacts, and received so much positive feedback from event attendees! It's definitely provided me and my business with a new level of visibility. I'll likely host another event in the future, but only if I've got Lisa back on my team ;)"

    Lara Adler, Environmental Toxins Expert | Portland, OR

    Thanks for being so present, patient, and organized!

    jordana"THANK YOU for all of your ongoing help. You're amazing and I beyond appreciate everything you've done and continue to do. Don’t know what I would do without you! You've been my telesummit guru and I continue to think of you as Lisa the Lifesaver! Thanks for being so present, patient, and organized!"

    Jordana Jaffe, Embarkability | New York, NY

    Lisa was the most reliable support person.

    kavitapatel"I just wanted to say THANK YOU from the bottom of my heart. You are amazing. You were the most reliable supportive person during these past 3 months in trying to get this summit out the door. I can't thank you enough. You are a rock! And It was so pleasurable to work with you. Thank you, thank you, thank you."
    Note: Kavita grew her list by ~1400 new subscribers and had close to 60 individuals upgrade!

    Kavita J. Patel, Relationship Expert | New York, NY

    Super professional, quick to grasp the project and always has great ideas…

    VibekeSchurch"I have hired Lisa at a few different occasions to do projects for me such as helping me with setting up sales pages for program and product launches as well as helping me get everything organized and ready for my summit. She has always been super professional, quick to grasp the project and always has great ideas for the best ways to implement. She's organized and she gets stuff done. Lisa is super skilled in technology, there's no fuss, she just gets the job done, quickly and accurately. She is a pleasure to work with. I would recommend Lisa to anyone who is looking for help with product or program launches, virtual summits, sales pages or any other Internet marketing needs. Lisa lady knows her stuff and you'll be in good hands."

    Vibeke Schurch, Business Success Coach | Redmond, WA