Due to the digital nature of this program, the templates, and the level of access you're provided immediately after you join, we do not offer refunds. 

We also cannot offer cancellations on the payment plans we've offered. So it's important to understand that if you choose a payment plan you are making payments toward the total program fee, not participating in a subscription service where you pay for the month and can cancel at any time. 

We do not make any promises or guarantees regarding your specific results. 

Our program will teach you how to plan and produce a virtual summit using our Summit Host System. 

While we've used our system to produce over a dozen personal events as well as countless client events, each event is uniquely different as are the results they bring. 

We hope you understand that ROI from virtual summits is measured in more ways than registration numbers and immediate revenue.

Most summit hosts see the value of producing a virtual summit and the impact it has on their personal and business network, their community, and most obviously their business. But we do not make any guarantees regarding your specific results

Long story short...

The program includes a comprehensive curriculum, personalized coaching, and access to a community of like-minded entrepreneurs. You'll learn how to plan, organize, promote, and execute a successful virtual summit. If you want to host a virtual summit, this is the perfect program to help you do it without stressing out or having to buy a whole bunch of extra tools.

Yes! The Summit Host will create the a virtual event website for you to customize as you see fit. 

We'll do the first round of setup within your account, making sure you have the necessary settings loaded, customized templates for your emails and your landing pages. From here you can load your speaker, sponsor and session details and customize it to fit your needs. 

We'll work with you to make sure it's ready to go before opening registration, operating during your event, and closed up properly once your event has finished.

Virtual summits can help grow just about any business, hobby, or community by hundreds if not thousands of new leads. 

But, if you're hoping to see the biggest impact on your business including short-term and long-term revenue, we find that having a niche B2C (Business To Consumer) audience that's tightly targeted or a highly active and engaged B2B (Business to Business) works best.

Summit & Scale is your way to work with us to plan and produce your summit without the cost of full-service planning! Get all the summit support, templates, trainings, and tools you'll need, plus a step-by-step project plan to guide you every step of the way! 

Here's what's included:

★Lifetime Access To Summit Host Planning system with all the templates and training you'll need to produce future events on your own!

★ 6 Months Of Summit Support & Strategy to make sure you know exactly what to do when to do it, and how to get it done without the stress and overwhelm!

★ Full Access To Our Summit Host System, with customizable project plan, easy-to-use templates & step-by-step training materials for each and every task you need to complete

★ 1 Fully Customizable Virtual Summit Website for you to build your event on within the group coaching 6-month program container. 

★ Monthly Group Calls to address planning hurdles and discuss upcoming milestones 

★ 1:1 Strategy Calls x3 including a Kick-off call, 3-Month check-in & Wrap-up call 

★  6 Month Of Private 1:1 Slack Channel for program support and quick Q&A throughout your planning. 

★ 6 Month Access To The Summit Host Video Vault which contains every event video session, guest training, BootCamp, etc we've ever hosted.

There are a few tools you'll need in addition to your normal business website and email marketing tool.

Contracts, Terms & Conditions, Video Recording & Hosting Tools, Payment Gateways, ect are not included

But the good news is that there are only a few that are necessary and each one has a variety of options at different price points to suit all budgets. 

- Contracts: We do not provide contracts for your speakers, sponsors, affiliates, etc. 

- Video Hosting Tool: You'll need a place to store your videos outside of HeySummit. Use can use Google Drive for FREE, (but videos will not autoplay on the session pages.)

- Full-Service Event Planning: Summit & Scale is a done-with-you coaching program. Sharee will not be planning or coordinating your event. If you need these service please view our Full Service Planning Services. 

Optional:

- Video Conferencing tool if you'll be doing live sessions or panels

- Private Podcast Tool, if you want to host a private audio only feed of your event. 

You'll have access to our live support and strategy for 6 months, which is more than enough time to plan and produce your event.

Stage 1: We start our program by getting clear on your goals and outlining the strategy for reaching them. We'll also define your post-event plans and make sure you have these setup, so we don't have to worry about setting these up while we're planning the event.

Stage 2: After we know your post-event plans are solid and ready to go, you'll move into planning your event, which takes about 120 days.

Stage 3: Once you've wrapped up your event, (and rested)  you'll then move into the post-event launch stage where you'll start promoting your offer to your eager new audience to help them achieve their goals, or nurture, nurture, nurture until they're ready!

We find this schedule give you the time you need to prepare both before and after the actual event planning starts! 

This will really depend on how many people you'll have helping you with your event and the scope of your summit.

However, we'll provide you with a structured plan to help you manage your time effectively and all your tasks will have a custom due date on when it needs to be completed to stay on track. Many summit hosts find they can effectively plan their event with about 10-15 hours a week.

Once you have your system setup, branding is completed and you know what you're doing- you can expect to spend a little less week on any re-runs of your event using the same process.

After your 6 month coaching in Summit & Scale is up, you'll retain access to all of the incredible trainings and templates in our Summit Host Planning System! 

They are yours to keep!

Live support and strategy will expire along with access to our Video Vault and SLACK, unless you choose to extend. 

And if you decide you want to add the support and strategy back on for help with your next run of the summit, we'll send over a special offer to get you back enrolled and ready to go!

Launching after a summit is a great way to offer the next step for your attendees. If you have a scalable offer (course, digital product, membership...) that's already been proven to sell, we recommend you use that. 

But if you're set on trying to launch a new product, service, or even a business off the back of a great virtual event- we won't stop you. although we will cation you that testing new offers this way is pretty risky!

Sharee has done this successfully and welcomed thousands of new leads into her orbit as the new kid on the block. And as long as you understand the risk of testing a new offer on the back of something that takes a considerable amount of time and energy to pull together, we're happy to help you along your summit journey as well. 

Yes. We've outlined the 3 stages of this program the way they are to help you ease as much stress as possible, while still making sure you have the time necessary to complete the tasks. 

There are many ways to customize your event and bring in your ideas, but the structure of the event and the project plan remain the same.

Trust the process and work through it step-by-step. There may be areas where less time is needed or opportunities where you'll be able to work ahead. 

Live calls will be recorded and made available to review in the Summit & Scale members area. 

If you're unable to attend, you'll be able to submit your questions ahead of time, which we will answer on the call. 

You are also free to record your 1:1 calls, so that you can go back and revisit the items discussed.

A basic level of tech knowledge is needed to complete your event. We'll provide you with all the tools and support you need to create a professional and engaging virtual summit.

Airtable is a free tool that makes using our project plans easy and accessible. If you choose not to use Airtable you will be responsible for setting up your own project management software and staying organized. We do not provide project plans in other software, although you might be able to import our plan into something you are familiar with. 

By default, emails about your event will be sent through the HeySummit platform using your own custom domain, ensuring a professional and branded experience for your attendees. You can configure this setting during the setup process to ensure emails originate from your desired email address.

You have the flexibility to choose how you want to collect payments for your event. HeySummit integrates with several popular payment processors, allowing you to select the option that best suits your needs.

No, The Summit Host does not take any portion of the profits generated from your event. You are in control of 100% of the revenue generated through ticket sales and other monetization strategies you implement for your summit.

Yes, you can export your attendee email list directly from your HeySummit event dashboard at any time. This allows you to manage your list, engage with attendees, and leverage the data for future marketing initiatives.

The Summit Host does not access, store, or keep copies of your email list before, during, or after your event. All attendee data, including email addresses, is securely stored within your HeySummit event dashboard for your access and control.

You are responsible for paying any affiliates promoting your event. The Summit Host does not facilitate or manage affiliate payments. You'll need to establish separate agreements and payment processes with your affiliates.

Yes. You may have as many speakers, sponsors, and sessions as you see fit for your event. 

Your event includes the first 2500 attendee registrations. You can purchase more event registrations if needed.

Yes! We recommend hosting your summit inside the 6-month container for the group program. If you end up needing more time, you will be able to add additional access for an additional fee.