Use one-on-one breakout meetings to gather intel you can't get in a group setting. Ask directly about competitors, pricing, and evaluation status. The private, trusted environment makes stakeholders more likely to share candid details, effectively turning them into your internal informant on the deal.

A16z's content strategy allowed entrepreneurs to feel like they "knew" the partners before ever meeting them. This pre-established rapport is a powerful competitive advantage, creating a baseline of trust and alignment that competitors without a public voice lack. It transforms a cold pitch into a warm conversation.

To effectively influence partners, you must understand their priorities. A scrappy research method is to watch their executives' public interviews or internal all-hands meetings. This reveals their strategic goals and allows you to frame your proposal in their language, increasing its resonance.

While the initial RFI pool can be large, the final presentation stage should be limited to just three agencies, with four as an absolute maximum. This ensures the client team can remain engaged, properly differentiate the proposals, and avoid decision fatigue.

Instead of shouldering the full financial and promotional burden of a first-time event, partner with other companies. By splitting costs and co-promoting to a shared target audience, you significantly lower risk and can test the marketing channel more affordably.

After a group discovery call, don't just set one follow-up. Schedule brief, individual breakout sessions with every stakeholder. This creates multiple parallel threads, uncovers honest feedback people won't share in a group, and builds momentum across the entire buying committee, dramatically increasing deal velocity.

Creating a genuine brand voice requires deep immersion, not just a brief. By spending months interacting with dozens of employees across all departments, a consultant can uncover the shared language and core truths that form an authentic, resonant voice.

Don't just hand your champion a perfectly polished soundbite or business case. The act of creating it together—getting their feedback, edits, and "red lines"—is what builds their ownership and conviction. This process ensures they internalize the message and can confidently sell it on your behalf.

The unique pressure of having industry peers as attendees forces a higher standard of excellence. Rachel Andrews explains that since her audience is composed of other event professionals, there's no room for error. This "meta" environment serves as a powerful, intrinsic motivator to constantly innovate and deliver flawless experiences.