Hosting a virtual summit or bundle can be one of the most powerful ways to grow your email list, increase visibility, and generate aligned leads — without constantly posting on social media or relying on ads.

But the big question is… where do you even begin?

In this post, I’m sharing the first 3 actionable steps to help you start planning your very first (or next) summit or bundle — in a way that feels clear, doable, and strategic.

Whether you’re a coach, course creator, or service provider — this is your starting line. Let’s go. 👇

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✅ Step 1: Choose Your Purpose

Before anything else — before your speaker invites, before designing graphics — you need to get clear on why you’re hosting this event.

Ask yourself:

• Am I trying to grow my email list?
• Do I want to validate a new offer?
• Is this event leading into a course, membership, or service?

Clarity on your purpose helps you shape your topic, marketing, speaker selection, and post-event funnel. It’s the foundation everything else rests on.

💡 Pro Tip: Your summit or bundle should create momentum toward a clear offer or conversion goal.

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✅ Step 2: Pick a Powerful Topic

Your topic is what draws your audience in — and it needs to speak directly to their biggest struggle or desire.

Think transformation:

• Will this help them get visible without burning out?
• Will it solve a real problem they’re stuck on?
• Does it align with what you’ll offer after the event?

Strong examples:

• “The Laid-Back Marketing Summit” for overwhelmed mompreneurs
• “Bundle Your Brilliance” for digital product creators
• “Booked Out & Balanced” for service providers

A great topic is specific, outcome-driven, and designed to attract your right-fit audience.

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✅ Step 3: Map Out a Simple Timeline

Don’t overthink it — your event doesn’t need to take months of planning or a team of 10 to execute.

Here’s a basic outline:

1. Planning & Prep (2–4 weeks): Choose topic, build timeline, set goals.
2. Speaker Outreach (2–3 weeks): Invite collaborators and gather materials.
3. Promotion Phase (2–3 weeks): Create emails, graphics, open registration.
4. Event Week (Live or Pre-recorded): Deliver value and guide attendees to the next step.
5. Post-Event Momentum: Offer upsells, continue engagement, track conversions.

You can launch your first summit or bundle in 60 to 90 days with the right plan and support.

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⚡ Bonus Tips to Avoid Overwhelm

• Keep it simple — you don’t need 30 speakers. 5–10 is powerful.
• Use templates and checklists to save time.
• Focus on connection over perfection.
• Don’t wait for a “big list” — leverage speaker audiences + organic promotion.

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🎯 Ready to Take Action?

If you’re feeling inspired but still unsure where to begin, I’ve got you covered.

Join the waitlist for the Monetizing Mompreneurs Virtual Summits & Bundles Accelerator — a 6-month group coaching experience where we walk you through every step of the process with tools, templates, live coaching, and community support.

✨ → Join the Waitlist Now

You don’t have to figure it out alone — let’s build something impactful, together.

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🙌 Final Thoughts

Hosting your first summit or bundle isn’t about doing more — it’s about doing what actually moves the needle.

Start with what you have. Stay focused on the transformation you want to create. And remember: progress is better than perfection.

You’ve got this. 💛