Breakfast Series Resource Center

Complementary event website, registration and remind email tools, and resources to put together great events.

What are Breakfast Series Events?

They don't have to be during breakfast, but these are small, 60-90 minute events for learning about the Health Rosetta.

Typical size?

Smaller, more intimate events of 10-20 where attendees can learn, ask questions, and get more insight in a low pressure environment.

Who Attends?

Breakfast Series events are for prospects, clients, and referral sources.

What Topics?

Ideally, they occur 4-6 times per year in your geography. Each event covers a single topic, focusing on educating, not selling.

Everything You Need for a Successful Event

More easily host a successful event, from driving attendance to presenting a compelling program and managing logistics.

Step 1: Get Started!

Get the basics down and submit your event.
Creating your event website and registration form is free.

You determine the event details

The rest of this resource center will cover more details and provide resources/templates, but here are the basics.

  1. When? Mornings from 7 to 8:30 or during lunch are typically best.
  2. Where? Select a location that is comfortable and convenient to potential attendees.
  3. Who to invite? Specific prospects, people in a specific sector, clients, etc. The more specific and focused, the better.
  4. Who to partner with? Events that include experts (like doctors) or live case studies typically resonate better with attendees.

We build the website, registration, and reminders

We'll create a custom event registration page (see an example) and registration form, plus automatically send confirmations and reminders to people who register for your event. We'll even send a post-event thank you note.

Just submit the following info via the “Submit an Event” button below. You'll have a fully automated event registration system in 3-7 days.

  1. Date and time of your event
  2. Venue name and address
  3. Names, logos, bios, and headshots for you, partners, any speakers, and other participants.
  4. Event name and other details describing the content.

Step 2: Developing a Compelling Program & Agenda

Develop a program that not educates attendees and demonstrates expertise.

Our first Health Rosetta Breakfast Series event was a great success!  We came away with several business opportunities.

Brian Uhlig Senior Partner Alera Group

As you begin planning for your event, start by asking yourself the following questions to guide you in creating a program that will be relevant to your audience.

  • What do you want to accomplish?
  • Who do you want to attend the event? What types or employers?
  • What are their interests?
  • Who can I partner with or have speak at the event that would increase credibility? Note, doctors and executives at companies already adopting Health Rosetta components are great for this.

Once you have an idea of the subject matter that your audience is interested in, determine the best way to convey this information and achieve your objectives.

  • Topics: Use the Programming Ideas resource below to hone the theme of the event as well as the information you’ll present.
  • Event format: The way you present can be just as important as the topic.  We suggest choosing from these three formats:
    • Presentation - a more formal format with a single speaker who talks through a series of slides
    • Panel discussion - a moderated discussion with 3-4 panelists who answer questions from the audience
    • Fireside chat - a casual one-on-one interview with an expert

Remember to teach, don’t sell.  Keep the information educational.  Your audience will not show up for a sales pitch.  However, they will attend if they think they will learn something new to help them with their business.

Step 3: Getting People to Your Event

The most important part. The following resources will help you create marketing campaigns to kickstart interest and registrations.

Once you have the program in place, your marketing can start. Here are some best practices below to ensure your event is well-attended.

  • Tailoring communications to each segment of your specific audience will be more effective in generating interest.
    • Segment your audience by the relationship you have with them
    • Don’t expect a big response from a totally cold list that you buy or build
    • Instead, prioritize those people who you know best as your starting point
    • Segment your prospective attendees into these groups:
      • Current customers
      • Known prospects - people who know you and your company
      • Centers of Influence (COI) and referral sources
      • Others who participate in local groups you're involved with
      • LinkedIn connections
      • Unknown prospects - Ideally, connect through LinkedIn and other mechanisms before inviting
  • Create a unique campaign cadence for each segment. A cadence is a series of actions and communications over a defined period of time, such as 3 email invites that build on each other.
    • Don’t expect one email to do all the work for you. Plan to have a series of emails, phone calls, and other communications to promote the event and drive registration
    • Encourage your business partners and guest speaker(s) to help you promote the event to their networks as well.
  • Start marketing the event no less than 4 weeks from the event date.

If you need someone to do the event marketing for you, email Ellyn and we'll discuss.

Step 4: Pulling your event off like a pro

Successful event planning is all about the details. To make sure nothing falls through the cracks, we created checklists, schedules, and best practices.

Logistics are critical to producing a successful event.  Take a look at the best practices provided here to ensure your event runs smoothly.

  • Establish your event team - a group of people who will help with each aspect of the event.
    • Walk through the Venueand gather references on the catering
    • Plan where signage will be needed to guide attendees to the right room
    • Determine what company materials will be needed at the event
    • Plan out the registration check-in area and establish who from your team will welcome guests as they arrive
    • Test the audio/Visual and other equipment with the speakers
    • Set up the meeting agenda in advance and review it with the team and speakers/partners to ensure everyone knows their role.
  • Work in advance to secure speakers and partners. As the date of the event approaches, collaborate with speakers and partners on the program and encourage them to help drive attendance for the event.

Step 5: Keeping the momentum going

Events are just catalysts. What happens after is even more important. Here are some follow-up strategies, templates, and resources to continue the conversation with each attendee, no matter where they are.

Events take a lot of time and effort.  Make events matter for your business with an effective follow-up strategy.

After an event, people will generally fall into a couple categories. Follow up calls-to-action should be tailored to each attendee.

  • Did not register or attend, but responded to some pre-event campaign.
  • Registered AND DIDN'T attend
  • Attended AND highly interested
  • Attended AND NOT highly interested yet
  • Attended AND NOT a potential client

Email and phone aren’t the only ways to reach your audience. If your audience participates on LinkedIn or other social channels, here are some ways to integrate social with your post-event outreach.  At minimum, connect with every attendee on LinkedIn.

Depending on who the person is, there are a number of potential offers you can use to continue the conversation with attendees.

  • Set up an in-person meeting
  • Gift The CEO's Guide if they did not receive a copy at the event, such as through your custom gifting page (see example and ping us if you haven't created one yet)
  • Gift a Concierge Employer Membership to attendees. See the tab below for more info on this.
  • Refer to to learn more
  • Refer to Dave's TEDx talk
  • Refer to educational or other high-value content you've created

If they've registered for the event through your event's registration page, we'll add them to our regular educational emails to employers.

Offering attendees Health Rosetta Concierge Memberships is a powerful way help potential clients learn and move towards mindset shift by connecting them into a broader community of other employers who've adopted Health Rosetta components and those still on the path to adoption.

We've made this super simple for advisors through the Gift-a-membership Program. If you haven't signed up for it, see the intro decklearn more here, or ping us.