Products, Tools, and Tech WE Love
Recommended Resources
Enjoy a growing list of recommended products, tools, and tech that we know and love!
Make sure you’re covered from start to finish legally!
Virtual Summit Contracts, Terms & Agreements
Virtual Summit Speaker Contracts: The exact template I use to create the contracts for my Virtual Summit Speakers! Make sure you have a solid contract that outlines who is doing what, when it’s due and who has what rights to what is submitted and created.
Virtual Summit Terms & Conditions & Privacy Policy Template: You want to make sure you cover all your bases when potential attendees and participants enter your website. Whether you’re selling tickets or products related to your summit or not, you need to have both a terms & conditions agreement and a privacy policy on your website/landing page.
Virtual Summit Sponsorship Agreement Template: Everything you need to establish clear guidelines for your virtual summit sponsors, such as ad placement and fees, exclusivity provision for competitive brands/sponsors, creative control provision, and intellectual property clause detailing ownership rights and licensing.
Virtual Summit Contract Bundle: This bundle comes with contracts that will allow you to set clear expectations with your sponsors, your attendees, and speakers. It will protect your time and value and help you sort through possible disagreements
Use a tool specifically for virtual summits, one that works for all types of digital products, or just use what you have!
Virtual Summit Platforms & Tech
HeySummit – Summit hosting platform that does it all. Easy to use and has everything you need built in to plan, host, and monetize your virtual summit without tech skills.
Kajabi– All-in-one platform for hosting not just virtual summits but your entire website and business application. You can lock your content behind a paywall for your tickets or host the whole summit! View my Kajabi Website Templates →.
ThriveCart – Aside from just using it as a great option for creating an affiliate program, you can host your entire virtual summit using ThriveCart, since it comes with a built-in ‘course’ feature to host your content!
WordPress – Easy to customize a summit the way you want. WordPress is a great website builder, but it will require some tech skills and working knowledge of how to use its systems and user dashboard.
Elementor – A drag-and-drop page builder that allows you to easily customize your WordPress pages without tech skills.
Astra Theme – WordPress theme that is light and loads fast. They offer many pre-made templates to give you a head start when building your website pages.
WooCommerce – A free cart plugin for WordPress that will allow you to sell your summit tickets.
Every virtual summit needs a way to store and host your video and/or audio files!
Video & Audio Hosting
Vimeo – My personal favorite for hosting videos, Vimeo offers privacy settings you can’t beat for a virtual summit! Make sure you choose at least their Business plan, as they don’t allow the use of business services on the lower tier and will shut your account down…
YouTube – Always love a free option, YouTube can be used for hosting your video content as well. Just set the privacy setting to hide/unlisted videos so you don’t make it easy for unregistered viewers to see your summit content.
HelloAudio (Private Podcast) – Quickly turn your content into a private podcast! Include this private audio-only podcast feed in your free or paid ticket to let your attendees listen on the go!
Setting up your virtual summit emails and event funnel can be easy with tools like these!
Emails, Funnels & Carts
Flodesk – Easy-to-use email tool with beautiful layouts for fun email marketing campaigns. Pricing is less than $50 a month!
ConvertKit – A great option for sending emails to your summit audience. ConvertKit makes it easy to tag and segment your list and build automation that will allow you to get the right message to the right people every time.
Deadline Funnel – A software system that allows you to create real urgency for your summit attendees. I’ve started using this in a few of my events, and it’s a great tool to create fast action offers.
ThriveCart – I love ThriveCart and recommend every business owner to have the lifetime deal to offer full marketing funnels, product sales, and event courses.
Adding live videos, networking sessions, or speaker panels to your virtual summit?
Live Session Tools
Live Webinar – Great webinar tool with tons of features like whiteboards, breakout rooms, presenter mode, polls, and other engagement sessions like panel sessions.
Zoom– Who doesn’t love Zoom, right? Well, you can use Zoom to record your summit interviews, host live panels with Q&A, and breakout sessions!
Vimeo -This is a truly interactive video platform you can use to host your virtual event videos and possibly the whole event.
Keep all your thoughts, assets, and planning neatly organized with these tools.
Summit Organization
Airtable – My favorite resource for creating spreadsheets to organize my summits. Track speakers, sponsors, your schedule, and your budget in Airtable.
Google Drive – The best tool for organizing your files for your summit! Create a folder for Speakers and Sponsors, and even one to deliver swag bag items to your attendees!
Google Forms – Free tool to build a speaker intake form to gather information from your speakers and sponsors.
17hats – A great tool I use to easily collect information from my speakers and sponsors. It allows you to create a schedule of follow-up emails so you spend more time planning rather than tracking down speakers for their information!
A few extra tool suggestions for your online events and your business.
Other Tools
SiteGround – Reliable website hosting for WordPress sites. You can also buy a domain name directly through SiteGround.
GoDaddy – Personally, I buy all my domains through GoDaddy. They have great customer service and they always have sales.
Terms & Conditions Generator – Free easy tool to generate simple terms and conditions pages. You will need to read through and maybe have them reviewed by an attorney, but they are a great starting point!