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Roundtable Research Report


  • Generate five referrals from a key market segment within 1 year


  • Generated 35 referrals within four weeks

  • Strengthened relationships with key market influencers

My Role

  • Owned the project from concept through rollout/measurement

  • Developed roundtable question guides

  • Recruited, screened, and briefed roundtable participants

  • Co-facilitated roundtable sessions

  • Organized site logistics

  • Wrote and presented the report

  • Oversaw promotion of report to prospective clients, referral partners and media

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