Event Intelligence Deck → Session Guides

Session Guides & Workshop Formats

Ready-made session paths, workshop formats, and examples for running effective team discussions with the deck.

Four ready-made session paths

Each path is a curated combination of cards designed for a specific objective. Select a path, pull the cards, and start discussing.

60–90 min

🎯 Strategic Planning Workshop

Define intent and design for impact. Best used 12–16 weeks before a major event.

Facilitation flow

  • Anchor success — what impact means
  • Define the opportunity pathway
  • Define capture intelligence standards
  • Set qualification thresholds
  • Define continuity — what sales must see to act

Deliverables to document

  • Success criteria + evaluation window
  • Priority account profile + high-value cues
  • Capture standard + note quality standard
  • Qualification thresholds + routing triggers
  • Ownership model + response standard

Start with Cards: 1 · 2 · 6 · 12 · 15

30–45 min

🤝 Team Readiness Alignment

Prepare the team for focused, intentional live engagement. Best used 1–2 weeks before the event.

Discussion focus

  • How to recognize priority visitors quickly
  • How to maintain focus during busy periods
  • What signals indicate urgency or decision readiness
  • How to protect meaningful conversations

Outcome

  • Shared awareness and engagement discipline
  • Team alignment on what matters most

Start with Cards: 34 · 36 · 40

10–15 min daily

⚡ Daily Event Alignment

Maintain focus and signal awareness as conditions change throughout the event.

Daily check-in

  • What patterns are emerging?
  • What's resonating most strongly?
  • What should we adjust?
  • Which priority contacts need attention?

Outcome

  • Consistent focus discipline
  • Real-time improvement

Start with Cards: 35 · 37 · 41

45–60 min

📊 Post-Event Revenue Review

Convert engagement into opportunity and insight. Best within 24–72 hours after the event.

Review focus

  • Which contacts show near-term opportunity potential?
  • What uncertainty must be resolved?
  • Which deals were accelerated?
  • What buyer intelligence did we capture?
  • What should we improve for next time?

Outcome

  • Prioritized opportunity list
  • Captured market intelligence
  • Improvement actions documented

Start with Cards: 48 · 55 · 58

Full strategic planning workshop

For major events where the investment is significant and impact must be intentional. Use 12–16 weeks before the event.

Workshop flow (pull 10–15 Before the Event cards)

1

Anchor success — What impact means and how it will be evaluated

2

Define the opportunity pathway — Who matters, what must resonate, what must be learned

3

Define capture intelligence — What gets captured, how it's structured, how it becomes usable

4

Set qualification thresholds — What counts as intent vs curiosity, what triggers escalation

5

Define continuity — What sales must see to act confidently on follow-up

Session examples

Example: Planning session to improve opportunity quality

Select 4–5 cards such as: Card 48 (near-term opportunities), Card 49 (resolve uncertainty), Card 52 (stakeholder alignment)

  • Discuss signals of urgency or active evaluation
  • Identify decision influence or ownership
  • Distinguish curiosity from real intent

✔ Prioritized opportunity list with clear next steps

Example: Team alignment before the event floor

Select 3 cards: Card 36 (recognize visitors), Card 34 (maintain focus), Card 40 (urgency signals)

  • What cues help us recognize visitors aligned with priorities?
  • How do we stay aligned when the floor becomes busy?
  • What signals indicate readiness to act?

✔ Shared awareness and consistent engagement focus

Example: Post-event review

Select cards: Card 51 (deals accelerated), Card 55 (buyer priorities), Card 56 (recurring objections)

  • Which existing opportunities gained momentum?
  • What did we learn about buyer priorities?
  • What objections surfaced repeatedly?

✔ Opportunity prioritization and captured market insight

When the deck creates the greatest value

Long-range planning (3–6 months before key events)

Explore what success must look like, which accounts matter, how event engagement supports broader revenue strategy, and what intelligence the organization needs. This stage shapes strategic intent.

Pre-event alignment & preparation

Refine engagement priorities, align qualification signals, ensure information captured supports conversion and insight, prepare the team to operate intentionally. This stage strengthens execution quality.

Post-event intelligence & revenue review

Elevate high-potential opportunities, understand decision drivers and objections, identify deals influenced or accelerated, capture market insight and competitive signals, improve future strategy. This stage converts engagement into intelligence and growth.

Browse All 59 Cards →