Your next clinic relationships.
Discover, qualify and plan the events that deserve RRG’s time.
| ★ | Event / opportunity | Date / location | Priority | Source check | Plan |
|---|
Priority and audience fit are planning judgments, not measured conversion forecasts. “Organizer verified” confirms the published date/location; RRG exhibitor and product acceptance still need confirmation. Past events remain available under Timing.
Build the next wave.
A repeatable research desk for Jedi and the events team.
Look up more events
Choose a focus, open a web search, then check the organizer’s own page before adding a candidate.
Add verified findings
Add one event manually, or paste a JSON list returned by a research assistant. Imports add new records; they do not overwrite existing plans.
New imports start as “Needs verification.” Duplicates match normalized name + year, or website + start date. Similar names should still be reviewed.
Organizer watchlist
Check these official calendars and subscribe to their event announcements.
Keep discovery running
Every Monday · 30 minutes
Research new events 6–12 months ahead. Check the organizer watchlist, run specialty searches, and ask existing partners where else they speak or exhibit.
Every Wednesday · 15 minutes
Verify dates, buyer mix, booth availability, speaking routes and deadlines. Assign an owner and next action before shortlisting.
Every Friday · 15 minutes
Jedi reviews qualified opportunities with sales. Advance the strongest events, resolve date conflicts, and close weak fits.
The shared database, scheduled research, email alerts and GHL integration are recommendations; none is connected or activated in this file. This version includes the local planning workspace and manual research/import workflow.
A small, repeatable operating system.
Choose events based on qualified clinic access and the follow-up plan.
Qualification before commitment
Validate the room
Ask for the audience by specialty, geography, role and practice ownership. Distinguish clinicians who buy from researchers, investors and consumers.
Confirm the route in
Request the current prospectus, exhibitor category acceptance, speaking process, available space and deadlines. Confirm acceptance of the exact products and materials RRG intends to present.
Choose the right presence
Use meetings-only attendance for uncertain fit, a small exhibit for a promising first test, or a larger presence after measured results justify it.
Assign ownership and budget
Jedi owns the opportunity, Jeremy’s team owns clinic follow-up, and the coordinator builds travel and booth costs. Record the next action and due date in each event.
Give each event a revenue plan
- Before: select target clinics, book meetings and prepare one clear clinic partnership offer.
- During: capture decision-maker role, clinic specialty, product interest, next meeting and a unique event tag in GHL.
- Within 48 hours: assign every qualified lead to sales and send the promised material.
- At 30 / 60 / 90 days: review held appointments, first orders, repeat orders, revenue and gross profit for that event cohort.
Track revenue and gross profit separately. A busy booth is useful only if the team turns relevant conversations into ordering clinics.
Suggested team roles
Jedi: selection and partnerships. Jenni / Fran: organizer details and logistics. Jeremy: clinic pipeline. David: founder relationships and speaking. Chris / Josh: campaign support. Mack: activation and repeat orders.
These are suggested assignments for this workflow, not new commitments.
How to use this file
1. Work the pipeline
Filter by specialty and timing. Open any event to see source evidence and workbook history, then update priority, owner and next action. Star an event to shortlist it.
2. Save your work
Edits are stored in this browser when permitted. Use Save updated HTML after each session to download a portable copy containing all edits. Move that copy between computers.
3. Share deliberately
Copies do not sync with one another. Choose one person to maintain the master file until a shared database is connected. The file contains internal contacts and planning notes.
Open the downloaded HTML in a browser for full interaction. Embedded file previews may restrict JavaScript, downloads or local saving. Keep the updated HTML as the portable master; JSON exports retain all record fields for a future migration.
The context behind the list.
All 47 event records are retained. Each event’s detail view includes its original cells and coordination links.
Planning & logistics notes
Verbatim workbook text; historical instructions may no longer be current.
Team travel information
Imported as supplied. Blank fields remain blank. Sensitive travel identifiers should stay in your approved team system.