Plan An Event

A Step-by-step Guide

    Step 1: Compile Pre-Event Materials

    Step 1: Compile Pre-Event Materials

    A pre-event checklist and documents needed to begin preparing for your event.

    Step 2: Set a Date + Get Support

    Step 2: Set a Date + Get Support

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 3: Choose a Presentation and Invitation

    Step 3: Choose a Presentation and Invitation

    Browse pre-made presentation and invitation options by event type.

    Step 4: Order Branded Gifts

    Step 4: Order Branded Gifts

    Order small, branded gifts for participants who attend your event.

    Step 5: Submit Reimbursements

    Step 5: Submit Reimbursements

    Choose a wholesaler based on the vendor support type, coordinate dates & times.

    Step 6: Post Event Essentials

    Step 6: Post Event Essentials

    Get follow up resources to your event, as well as new-client resources you may need.