How To Plan A Virtual Summit

DIY Tools & Templates For Virtual Summit Hosts

Get the exact tools, checklists, and templates you need to plan, promote, and host your first or your next virtual summit with confidence.

virtual summit planning membership
Ongoing Support + Resources

Event Planning Library Plus Monthly Meetings

Whether you’re just exploring the idea of hosting a virtual summit or deep in the planning process, Summit Club gives you direct access to expert guidance, training, and tools—so you can plan, promote, and produce your summit with confidence!

*Perfect For New & Experienced Hosts


Project Plan + Quick Start Tools

The Step-by-Step Project Plan We Still Use Today!

The Summit Host Starter Kit is your all-access pass to stress-free virtual summit planning. Ditch the guesswork and frustration – grab my step-by-step project plan, complete with customizable due dates to fit your timeline, along with the Templates, tools, and resources you’ll need to get started and make it happen!

*Perfect For New Hosts Who Need A Gameplan

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Summit Website Kit

Kajabi Virtual Summit Template Pack

Dreaming of hosting a virtual summit that leaves your audience awestruck and your business booming? Stop daydreaming and start creating with our Kajabi Virtual Summit Template Pack – your all-in-one solution for a polished, high-converting event. Try it out with our FREE registration page! 

*Perfect For Hosts Using Kajabi To Run Their Business

70-page guided workbook

Turn Messy Ideas Into A Real Summit Plan

Planning a virtual summit but stuck in the “too many ideas, not enough structure” phase? The Summit Host Virtual Summit Planner is a 70+ page, workbook that helps you turn messy ideas into a real, workable summit plan. From choosing speakers to mapping out free and paid tickets, it walks you through the exact decisions you need to make. No guesswork. No overwhelm. Use it digitally or print it out and finally move from thinking about a summit to actually planning one.

*Perfect For New Hosts Who Need Clarity

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Targeted Visibility

Partnership Organizer

Stay organized and book more collaborations with our Partnership Organizer, a ready-to-use system that keeps every detail in one place. Track pitches, bios, headshots, deadlines, and promo tasks effortlessly so you can follow up on time, manage opportunities confidently, and turn every partnership into measurable list growth and sales.

*Perfect For Pitching & Keeping Track Of Your Partnerships


Let’s Work Together

Need Summit Support?

Book 1:1 calls with me personally or submit your registration page for a review before you launch.

1:1 Strategy, Tech & Planning Calls When You Need It

Just need to talk things out? Wanna bounce ideas off of someone or ask specific questions regarding the planning and hosting of your own virtual summit? Book a call with me to hop on Zoom and work through your questions, comments, and concerns! Planning summits is tough, and I know the struggles. 

Pre & Post Event – Virtual Summit Registration Page Reviews

Don’t press publish until we’ve laid eyes on your landing page! Make sure you have the information your attendees need to make the big choice to actually register.  Send us the link to your registration page, and we’ll provide a custom video review with feedback, tweaks, and updates you can implement now!

Free 30 Minute Full-Service Event Planning Consultations

This free 30-minute consultation is your chance to walk through your event idea, get honest feedback, and map out your next steps. We’ll look at your goals, your audience, and your timeline so you leave with a plan that actually makes sense for your business.

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