Executive roundtables represent a strategic shift from "selling to" executives to "engaging with" them.
These intimate gatherings create an environment where business leaders can share insights, discuss industry trends, and explore solutions organically.
When executed properly, they generate more qualified pipeline, stronger relationships, and higher close rates than any other engagement format.
Inside the playbook you'll find guidance, templates and instructions on:
What makes a great roundtable?
Identifying the perfect roundtable attendees
Building magnetic content
Moderator and Host prep
Customer expectations and prep
Intelligence Briefing 101
Execution & Measurement
Amy's Top 10 Best Practices for Executive Roundtables