Example programs
Example relationship programs BiggerBite can run.
These are sample program structures that show how BiggerBite turns gatherings into relationship systems. They are examples, not guaranteed outcomes or client case studies.
Important note
Every program below is illustrative. The names, audiences, and numbers are written to show structure and are not drawn from client data or client results. BiggerBite does not promise referrals, revenue, partnerships, clients, funding, or introductions.
Each example follows the same discipline: one relationship goal, a defined audience, a format that fits, operations we run, a report you can act on, and follow-up owned by a person. For the reporting layer, see relationship reports.
Referral Partner Dinner for a Specialty Practice
Relationship goal
Audience
Format
What BiggerBite manages
- Referral source mapping with the practice, including lapsed referrers
- Guest list development and seat pairing so conversations are useful
- Invitation and RSVP workflow with reminders and dietary needs
- Run of show, host notes prompts, and on-site check-in
- Post-event survey collection within seventy-two hours
What the report would show
- Who was invited, who accepted, and who attended
- Referral relationships that are active, dormant, or new
- Feedback themes on referral friction and communication gaps
- Follow-up recommendations with next actions by owner
Likely follow-up actions
- Physician liaison schedules visits with three dormant referrers
- Practice sends the promised care pathway summary to attendees
- Two guests are added to the next dinner list
Related service: Relationship Growth Pilot
Customer Advisory Roundtable for a Health Tech Company
Relationship goal
Audience
Format
What BiggerBite manages
- Segment selection and guest list development with the customer team
- Discussion guide, moderator briefing, and run of show
- Invitation and RSVP workflow, including internal host assignments
- Live note capture and structured survey collection afterward
What the report would show
- Attendance and RSVP summary by account
- Feedback themes ranked by how often they surfaced
- Product requests separated from service and onboarding issues
- Recommended next actions by owner across product, success, and support
Likely follow-up actions
- Product logs three themes into the roadmap review
- Customer success opens renewal conversations flagged in the room
- Two attendees are invited into a standing advisory council
Related service: Advisory Councils & Roundtables
Conference-Adjacent Medtech Dinner
Relationship goal
Audience
Format
What BiggerBite manages
- Venue selection near the conference and timing against the agenda
- Travel-aware invitation and RSVP workflow with a waitlist
- Seat assignments matched to the commercial team's priorities
- Check-in, host notes, and same-week survey collection
What the report would show
- Which invited accounts accepted, declined, or went silent
- Conversation notes by guest and by account
- Topics that repeated across the table
- Follow-up recommendations while the team is still on site
Likely follow-up actions
- Reps send agreed materials before leaving the conference city
- Two site visits are scheduled within thirty days
- Accounts that declined are moved to the next regional dinner list
Related service: Relationship Growth Pilot
Executive Dinner for a Law Firm Practice Group
Relationship goal
Audience
Format
What BiggerBite manages
- Audience definition with the practice group and conflicts screening handled by the firm
- Guest list development, invitation and RSVP workflow, and reminders
- Host briefing so partners know their table and their opening
- Host notes, check-in, and survey collection
What the report would show
- Attendance by company and title
- Themes raised on risk, cost pressure, and regulatory concerns
- Relationship strength signals across the invited list
- Next actions by owner for each partner
Likely follow-up actions
- Partners send the follow-up notes they promised in the room
- The firm builds a short briefing on the two most repeated topics
- Guests who declined are invited to a smaller lunch
Related service: Connection Operating System
Client Appreciation Event for a Financial Services Firm
Relationship goal
Audience
Format
What BiggerBite manages
- Segmentation of the client list with the advisory team
- Invitation and RSVP workflow with guest counts and access needs
- Advisor host assignments and run of show
- Check-in at the door and a short survey afterward
What the report would show
- Attendance and RSVP summary by advisor
- Clients who did not attend and may need direct outreach
- Feedback themes on service, communication, and life changes mentioned
- Follow-up recommendations tied to a relationship owner
Likely follow-up actions
- Advisors book review meetings with clients who mentioned a change
- The firm addresses two service complaints raised in the survey
- Referral introductions offered in the room are logged and pursued by the advisor
Related service: Connection Operating System
Partner / Sponsor Roundtable for a B2B Startup
Relationship goal
Audience
Format
What BiggerBite manages
- Partner tiering and guest list development with the partnerships lead
- Agenda, moderator, and clear host roles for each partner
- Invitation and RSVP workflow and materials collection
- Host notes, check-in, and survey collection
What the report would show
- Which partners engaged, and which sent a junior stand-in
- Sponsor and partner opportunities raised during the session
- Themes on co-selling friction and shared audience gaps
- Next actions by owner for partnerships and marketing
Likely follow-up actions
- Two co-hosted events are scoped for the next quarter
- A sponsorship conversation moves to a written proposal
- Partners with weak engagement are reviewed before the next invitation
Related service: Connection Operating System
Professional Services Center-of-Influence Gathering
Relationship goal
Audience
Format
What BiggerBite manages
- Referral source mapping across the firm's partner base
- Guest list development that avoids competing advisors at one table
- Invitation and RSVP workflow and host briefing
- Host notes, check-in, and survey collection
What the report would show
- Attendance and relationship coverage across advisor types
- Feedback themes on client needs each advisor is seeing
- Introductions offered and requested during the evening
- Follow-up recommendations with next actions by owner
Likely follow-up actions
- Each partner completes two follow-up conversations within three weeks
- The firm schedules a joint client education session with two advisors
- The advisor list is refreshed before the next gathering
Related service: Connection Audit
Want a version of one of these for your organization?
Most engagements begin as a Relationship Growth Pilot or a Connection Audit. If you already know the audience, start from a format.
Bring us the audience. We'll draft the program.
Send the relationship goal and the people you want in the room. We'll come back with a format, an operating plan, and what the report will cover.