Create a campaign for an executive roundtable or advisory event

Before you start

• Knowledge Store populated: Brand voice and context on invitees (accounts, roles) so invitations and follow-up feel personal.
• Event defined: Date, location, format (roundtable, advisory board, executive breakfast), topic or agenda, invite list, and goals (feedback, relationship, pipeline).

How to do it in Quotient

Describe the roundtable or advisory event to the Campaign Agent:

"We're hosting an executive roundtable in [city] on [date] for 12–15 CMO-level customers and prospects. Topic: [e.g. the future of AI in marketing]. Create a personalized invitation email that explains the format and why we're inviting them, a reminder sequence, an agenda one-sheet to send with the invite, and post-event follow-up — thank-you, summary of themes discussed, and an ask (e.g. case study, reference, or next meeting)."

The agent drafts invitation copy, reminders, agenda or one-sheet, and follow-up. For advisory-style events, a post-event summary document (themes, quotes, next steps) can be a strong follow-up asset.

What you'll get

• Personalized invitation email
• Reminder sequence
• Agenda or one-sheet
• Post-event thank-you and summary (and optional nurture for non-attendees)

Tips

• Keep the list small and exclusive; personalization matters. Send invitations 4–6 weeks out. Follow up with a concise summary of the discussion so attendees feel their time was valued.