Case Study
Strategic Conference Engagement Planning
Strategic Meeting Enablement – Developed playbooks and provided end-to-end support to enable high-impact customer exchanges at a major industry conference, aligning interactions with strategic goals and generating actionable follow-ups to
Client Challenge
The client aimed to deliver high-impact, strategically aligned customer meetings at a majorindustry conference. To maximize the value of these engagements, they sought a moreconsistent and structured approach to planning, execution, and follow-up—one that wouldenable clear outcomes, deeper insights, and alignment with broader business priorities.
Approach
VSHG developed a tailored, end-to-end playbook that guided the client’s internal team throughevery stage of the meeting lifecycle—before, during, and after the event. This included:
- Strategic planning frameworks to align each meeting with business objectives
- Custom preparation materials and facilitation tools to support engaging, outcome-focuseddiscussions
- Structured templates for capturing key insights and next steps, ensuring follow-through on high-value opportunities
Outcome
The client:
- Successfully executed 24 strategic customer exchanges across 21 priority accounts
- Identified 50+ actionable follow-up opportunities to strengthen relationships and drive progresson key priorities
- Elevated the quality and professionalism of customer engagements, with participants providinghighly positive feedback on coordination and materials
- Established a scalable, repeatable model for strategic meetings, improving internal alignment andenabling future success