The 90-Day Event Planning Checklist
STRATEGY · PLANNING

The 90-Day Event Planning Checklist

Every task, every decision gate, every ownership handoff from day 90 to event day, sequenced so each phase makes the next one possible.

WHAT'S INSIDE

Built to be used, not just read

Every template exists because the alternative is a generic invite that senior executives delete in three seconds.

01

Five Plug-and-Play Templates

One template each for: roundtable, dinner, conference VIP track, executive briefing, and customer advisory board.

02

Subject Line Swipe File

25 subject lines tested in the field, with the open rates each one drove.

03

Pre-Send Checklist

A 10-point checklist for the marketing manager before any executive invite goes out the door.

04

Send Timing Guidance

When to send the first invite, when to send the second, when to stop, broken out by event type.

05

Customization Rules

How to localize the templates to your industry, your CEO’s voice, and your specific event.

A LOOK INSIDE

The principle the kit is built on

Your event invite is not a marketing asset. It is a personal ask. Treat it like one.

This is the operating principle the entire kit is built around. Every template, swipe file, and rule inside follows from it. Download the full playbook to get the complete framework, the operational tools, and the quick-reference cards your team will actually use.

WHO IT'S FOR

Built for one specific team

Marketing teams who need to get C-suite RSVPs to closed-door dinners, executive briefings, and VIP conference tracks, without sounding like a marketing email.

RELATED READING

5 Event Invite Email Templates That
Actually Get Senior Executives to RSVP

The full thinking behind this playbook, expanded across the blog.