Success Team Roles | Guide & Expectations

Here's a comprehensive look at roles and expectations as part of the Success Team! Use this to keep track of your tasks, and direct points of contact

Event Producer - The Mastermind

• Vibe: Calm, collected, and organized​

• Core Function: Oversees the full production, ensures overall quality, manages overall event marketing​

• Primary Role: Train and support each team member, manage, proofread, and distribute event materials, and hold the vision for the entire event from concept to execution

Event Coordinator - Logistics

• Vibe: Calm, collected, and organized​

• Core Function: Oversees the full production of conference materials ​

• Primary Role: Create all event materials, hold standards for event brand, keep conference organized, ensure smooth event run

Marketing Team

• Vibe: Supportive, inviting, and on-the-move

• Core Function: Support success team in marketing conference

• Point Of Contact: Producer

Director - Visibility Maven

• Vibe: Energized, communicative, and strategic​

• Core Function: Drives momentum, visibility, and alignment​

• Primary Role: Manage internal communications, create community buzz, and ensure sessions and content receive the right exposure at the right time

• Point Of Contact: Producer

Phase 1: Pre-Conference	Phase 2: Conference	Phase 3: Post-Conference
Attend Leveraging Your Conference Experience, Conference Presentation Masterclass, Marketing GSDs, and Fall In Love With Follow Up sessions	Oversee opening of Conference Center Zoom at 8AM PT	Faciliate post-conference debrief to gather insight
Set intentions for the conference	Offer solutions to problems arise	Send reminders to Success Team for post conference tasks
Manage the Success Team	Support Organizer in running tech and keeping track of time	Begin conference switch-over
Schedule and Attend Dress Rehearsal	Run through conference checklist to endure readiness
Manage Cast Dashboard

Organizer - The Showrunner

• Vibe: Charismatic, composed, and action-oriented​

• Core Function: Manages the live event logistics and flow​

• Primary Role: Coordinate speaker sessions, manage timing and transitions, and keep the experience smooth, high-energy, and on brand

• Point Of Contact: Director

Phase 1: Pre-Conference	Phase 2: Conference	Phase 3: Post-Conference
Attend Leveraging Your Conference Experience, Conference Presentation Masterclass, Marketing GSDs, and Fall In Love With Follow Up sessions	Open conference zoom and create Green Room	Close zoom
Send speakers reminders and host Dynamic Speaker Success GSDs	Collect event materials and links (action planner, event slides)	Send out feedback survey
Maintain communication with Producer to collect necessary materials	Wrangle late speakers	Manage and organize conference recordings
Create cast chat	Run slides, spotlight speakers, manage crowd
	Keep track of event timing

Mentor - The Guide & Strategist

• Vibe: Knowledgeable, approachable, and results-driven​

• Core Function: Provides thought leadership, practical tools, and mentorship​

• Primary Role: Lead workshops, support implementation, and help participants connect conference insights to their own long-term goals

• Point Of Contact: Director

Phase 1: Pre-Conference	Phase 2: Conference	Phase 3: Post-Conference
Attend Leveraging Your Conference Experience, Conference Presentation Masterclass, Marketing GSDs, and Fall In Love With Follow Up sessions	Greet attendees while speakers are in Green Room and maintain lively atmosphere	Facilitate a challenge
Promote conference to community	Read definitions, workshops, and summary	Share testimonials of attendees experience
Recruit new membership to attendees	Invite attendees to challenge	Promote the community
Write blog posts about each topic	Monitor chats and collect testimonials
Prep your workshop

Moderator - The Connector​

• Vibe: Friendly, persuasive, and detail-oriented​

• Core Function: Supports speaker engagement and ensures smooth facilitation​

• Primary Role: Recruit presenters, moderate panels, and guide discussions to ensure inclusivity and alignment across sessions

• Point Of Contact: Director

Phase 1: Pre-Conference	Phase 2: Conference	Phase 3: Post-Conference
Attend Leveraging Your Conference Experience, Conference Presentation Masterclass, Marketing GSDs, and Fall In Love With Follow Up sessions	Print or prep discussion questions	Schedule follow-up meeting with speakers
Recruit and onboard speakers	Supports speakers in the Green Room before the conference	Share testimonials of speaker experience
Go live with speakers to promote conference	Moderate panel discussions	Promote the speaker GSD sessions
Understands flows and cues	Introduce speakers by reading their bio
	Add color to dead space
	Facilitate 'Tell Us What You Think'

Speaker Journey - Ideal Goals For Speaker Client Journey

Speaker Point of Contact: Moderator

• Recruited as speaker and onboarded​

• Attends masterclasses (Regyna, Monica, Jean, Colleen)​

• Speaks on conference​

• Attends GSDs​

• Signs up for Mingle Membership

Attendee Journey - Ideal Goals For Attendee Customer Journey

Attendee Point of Contact: Production Team/Success Team

• Sees event marketing/Invited by speakers and buys ticket​

• Attends conference, participates in exercises, utilizes action planner with free offerings​

• Attends scheduled GSDs​

• Signs up for Mentor challenge​

• Signs up for Mingle Membership