Events (in-person)

In-Person Event Request form: Event Name, Type, Address, Location Name, Start/End Time, Attendance Goal, Sales Goal, SMS/Meta Campaign, CTA Offer, Top 3 Highlights, Meta Budget, Image Release, Excluded Contacts. Finalize all details 6 weeks out.

TBD

Guided checklist + playbook. Standard creative templates + templated Meta ads (no customization). Basic RSVP/funnel, self-manage after onboarding. Help desk / group resources only.

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

Help desk or group resources only — no direct strategist access.

TBD

TBD

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Enterprise Event Kickoff Call (HubSpot) — PSM sends scheduling link to Diamond providers.

Same as Growth.

TBD

Same as Growth, except option for custom Meta ads on request (not subject to standard min-spend/commitment).

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

Same as Growth; provider self-manages execution after onboarding via the standard checklist/playbook.

TBD

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Sourced from Notion "PSM Wiki: Proven Path to Profitable Events" (verified 3/23/26): personalized event creative SLAs (SMS/print/social turnaround) are Gold-tier and above only — not available at Silver.

Same as Growth, plus SMS Events form: GHL account, Online Store setup, Selected Theme.

TBD

Custom event builds with planning support. Custom creative tailored to event. Custom Meta ads + strategy consult. Direct event team support. Multiple feedback rounds.

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

Direct event team support, routed via PSM submitting the In-Person Event Request HubSpot form ≥ 4 weeks out — no named individual contact in source docs.

TBD

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Sourced from Notion "PSM Wiki: Proven Path to Profitable Events" (verified 3/23/26): Personalized Event SMS creative = 24 business-hour turnaround from complete request. Print & Social assets = 2-3 business days after SMS approval. Minor revisions 2-7 business days; major revisions 7-10 business days (2 revision cycles max, either type). Event Meta Ad Campaign buildout requires 2-3 weeks lead time from Meta team; event date changes 2-3 business days; minor ad revisions 1 business day.

TBD — needs scoping.

TBD

⚠️ Not yet scoped — defaulting to same as Gold pending confirmation.

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

⚠️ Not yet scoped — needs a defined contact model before this tier rolls out.

TBD

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Same source/SLA as Gold (Notion groups "Gold & Enterprise" together; doc predates the Platinum/Diamond/VIP tier split, so mapping is inferred, not explicit).

Same as Gold.

TBD

Custom event with regular planning meetings (e.g., with Kiera). Fully custom creative. Custom Meta ads + strategy consultation. Direct access to Event Strategist. Custom funnel automations. Multiple feedback rounds + priority response. Can request non-standard event types.

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

Direct access to Event Strategist Kiera Hemp, plus regular planning meetings. PSM sends the Enterprise Event Kickoff Call scheduling link.

TBD

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Same source/SLA as Gold (Notion groups "Gold & Enterprise" together; doc predates the Platinum/Diamond/VIP tier split, so mapping is inferred, not explicit).

Same as Gold. Requires a formal VIP designation from the CEO.

TBD

VIP is a CEO-assigned designation, not a revenue-based tier — a VIP account automatically receives Diamond-level service regardless of its revenue band. Custom event with regular planning meetings (e.g., with Kiera). Fully custom creative. Custom Meta ads + strategy consultation. Direct access to Event Strategist. Custom funnel automations. Multiple feedback rounds + priority response. Can request non-standard event types.

TBD

TBD

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⚠️ Not yet scoped — no defined reporting cadence in source docs. Event wrap-ups today are informal, relayed via PSM.

PSM submits the “In-Person Event Request” HubSpot form with full event details; SMS/toggle requests and the Enterprise Event Kickoff Call follow the same HubSpot/PSM path. See Related Forms below.

Same as Diamond (VIP designation). Direct access to Event Strategist Kiera Hemp, plus regular planning meetings. PSM sends the Enterprise Event Kickoff Call scheduling link.

TBD

TBD

TBD

TBD

Same source/SLA as Gold (Notion groups "Gold & Enterprise" together; doc predates the Platinum/Diamond/VIP tier split, so mapping is inferred, not explicit).