---
title: Executive Dinners and Curated Events — RGM Training
url: https://realgrowthmatters.com/training/event-field-marketing/executive-dinners-and-curated-events/
updated: 2026-06-10
source_html: https://realgrowthmatters.com/training/event-field-marketing/executive-dinners-and-curated-events/
---

[Home](../../../index.html) › [Training](../../index.html) › [Events & Field Marketing](../index.html) › Executive Dinners and Curated Events

RGM° · Training

# Executive Dinners and Curated Events

Intimate format, relationship-driven. Format, invitation, execution, follow-up.

### What you will learn

1. [Why it matters](#why)
2. [Format](#format)
3. [Invitation strategy](#invitation)
4. [Execution](#execution)
5. [Follow-up](#follow-up)
6. [Advanced playbook](#advanced)
7. [Common mistakes](#mistakes)
8. [Checklist](#checklist)

## Why it matters

Executive dinners and curated small events drive tier-1 account engagement that no other channel matches. Intimate format, relationship-driven, high-leverage.

## Format

- 8–15 attendees.
- Private venue.
- Roundtable discussion format.
- Executive host (CEO, CMO, customer).
- Topic-driven, not sales pitch.
- 3-hour evening format.
- High-quality food and venue.

## Invitation strategy

- Tier-1 named accounts.
- Sales rep partnership for personalized invite.
- Executive co-invitation lifts attendance.
- 4–6 weeks advance notice.
- RSVP tracking with reminders.
- Backup invitations for cancellations.

## Execution

- Briefing for executive host.
- Discussion topics prepared.
- Customer attendee as discussion lead (powerful).
- Sales reps as networking facilitators.
- Photo / video for content (with permission).
- Logistics flawless.

## Follow-up

- Personalized thank-you within 48h.
- Photo distribution where appropriate.
- Sales rep follow-up coordinated.
- Pipeline tracking.
- Customer marketing case opportunity.
- Repeat invitation strategy.

## Advanced playbook

- Annual executive dinner program.
- Tier-1 account targeting.
- Executive host commitment.
- Customer co-host strategy.
- Pre-briefing for hosts.
- 48h follow-up SLA.
- Pipeline acceleration tracking.
- Annual ROI review.
- Cross-functional coordination.
- Industry benchmarking.

## Common mistakes

- Executive dinners ad-hoc.
- Tier-1 targeting weak.
- Executive host preparation absent.
- Customer co-host strategy missing.
- Pre-briefing skipped.
- 48h follow-up SLA broken.
- Pipeline acceleration unmeasured.
- Annual ROI not calculated.
- Cross-functional coordination weak.
- Sales pitch format kills intimacy.

## Checklist

- Annual executive dinner program
- Tier-1 account targeting
- Executive host commitment
- Customer co-host strategy
- Pre-briefing for hosts
- 48h follow-up SLA
- Pipeline acceleration tracking
- Annual ROI review
- Cross-functional coordination
- Industry benchmarking

## Sources and further reading

- Sangram Vajre B2B events
- RGM ABM Mastery field marketing
- Refine Labs executive dinners
- Lenny Rachitsky executive event cases
- Drift executive events
- Field Marketing Association
- Forrester executive events
- SiriusDecisions executive engagement
- Marketing Brew executive event coverage
- Sales Hacker
- RGM B2B SaaS series
- First Round Review

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Part of the [Events & Field Marketing](../index.html) series.