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Event Intelligence Brief

Make the right conversations count.

Prepare for an important room with prioritized attendee research, useful conversation openings, and a clear follow-up plan. Use the guided intake spreadsheet to share what you know; Ryan turns the research into a concise brief.

Packages
Starting at $149
Delivery
3–5 calendar days
  • No meeting required
  • Personally reviewed before delivery
Request an Event Intelligence Brief

Ryan personally reviews every inquiry.

Illustration of attendee profiles connected around one prioritized contact

Built around human judgment

Clear inputs. Useful output. People in control.

Choose your level of research

Two concise packages, built around your event

Each brief is designed to help you spend limited event time more intentionally and leave with a practical follow-up plan.

Event Intelligence Quick Brief

Delivered in 3–5 calendar days

$149

  • Up to five attendees
  • Priority ranking
  • Relevant professional and community background
  • Conversation openings
  • Recommended next step
  • Delivered as a concise PDF

Event Intelligence Pro

Delivered in 3–5 calendar days

$299

  • Up to 15 attendees
  • Full attendee prioritization
  • Strategic talking points
  • Connection and alignment indicators
  • People who may not warrant significant time
  • Recommended follow-up actions
  • Delivered as a concise PDF

Who this is for

Prepare before the room gets busy

Event Intelligence is useful when a few well-prepared conversations matter more than trying to meet everyone.

Fundraising events

Prepare for cultivation conversations with relevant background, mission connections, and questions worth asking. Prioritization helps focus limited time; a capacity indicator alone does not establish giving interest.

Business development and conferences

Understand professional context and possible alignment before meeting. Use the brief to plan conversation openings and useful follow-up without assuming buying intent.

For individual profiles or portfolio work beyond these event packages, explore Prospect Research & Intelligence.

  • Fundraisers
  • Executives
  • Board members
  • Association leaders
  • Business-development professionals
  • Conference attendees

What you submit

A guided intake for your event

Start with the Request and Prospects sheets. The remaining tabs are optional and cover information your organization already has.

Prepare your attendee information

Use the client intake spreadsheet for names, event goals, organizational relationships, and any giving history you already have. Required and optional fields are clearly marked.

Download intake spreadsheet

Excel (.xlsx). Opens in Excel or Google Sheets.

Complete what you know; Ryan handles the research. After you request a brief, Ryan will confirm scope, timing, and how to return the completed workbook.

Responsible public-source research

Research uses lawful public sources. Public information may be incomplete, outdated, or inaccurate, so you should independently verify information before acting on it.

Talk with a real person

Reach out whenever you are ready. Ryan personally reviews every message and will follow up to learn what you need and help identify a practical next step.

Know where to focus before the event begins

Choose your package and send the event details through the short request form. The downloadable spreadsheet guides you through the attendee information needed for research.

Request an Event Intelligence Brief