Custom Workshop

A workshop built for your audience, branded for your organization, delivered the way your stakeholders need to receive it. We adapt content, swap in your case studies, embed your brand assets, and deliver as a one-off event or a recurring program. Often paired with a white-label license for ongoing access.

Duration

Variable (60 min – full day)

Audience

Enterprises, organizations, private events, partner programs

Investment

Custom (typical: $2,500 – $15,000)

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Common formats

Three patterns we've built for

Pattern 1 — The Annual Member Event

Industries this fits: • Senior living communities / CCRCs (annual resident family event) • Country clubs and member organizations • HR / Employee Assistance Programs (annual benefits seminar) • Faith communities (annual estate-planning seminar) • Bar association local chapters Typical format: • 90-minute keynote + extended Q&A • 50–300 attendees (in-person) • Co-branded program book and slides • Sponsor recognition for partner orgs • Post-event resource portal access for 12 months • Optional add-on: monthly office-hours Zoom for the year Typical investment: $4,000 – $8,000 depending on travel and audience size.

Pattern 2 — The Multi-Session Training Program

Industries this fits: • Brokerage agent training (multi-week onboarding for inherited-property specialists) • Bank wealth-management teams (multi-session for relationship managers) • CPA firm professional development (3-session estate-tax track) • Senior living staff training (caregiver conversation skills) Typical format: • 4-6 sessions of 60-90 min each, weekly cadence • 10-40 attendees per cohort • Workbook + recording per session • Cohort Slack/Teams channel between sessions • Final cohort presentation or certification Typical investment: $7,500 – $15,000 for the full program.

Pattern 3 — The Recurring Client Webinar Series

Industries this fits: • Financial advisory firms (monthly client educational webinars) • Estate law firms (quarterly community education) • Senior-care networks (monthly family-of-resident webinars) • Charitable foundations (donor planned-giving education) Typical format: • Monthly or quarterly 45-60 min webinars • Same speaker (you or Roger) for continuity • Different topic each month, drawn from the platform library • Co-branded recording library • Annual contract structure Typical investment: $2,500/month for a monthly cadence (12-month commit). Pairs naturally with a white-label license for ongoing content updates and resource portal access.

What gets customized

Where your brand shows up

✓Slide deck — your logo, brand colors, typography on every slide. We use your existing template if you have one.
✓Participant materials — workbook, handouts, post-event email follow-up — all branded.
✓Registration page — branded URL (event.yourname.com or eventname.yourorg.com) with your assets.
✓Case studies — we substitute generic examples with your industry-specific ones (with names changed and consent verified).
✓Speaker — Roger facilitates, or we train your internal facilitator (often someone from your team who wants visibility).
✓Post-event resource portal — co-branded subdomain for attendees with the materials, recording, and 12 months of follow-up content.

The white-label combo

When custom workshop + white-label license makes sense

About 40% of custom workshop clients pair the event with an ongoing white-label license. The combination works because:

The workshop is the launch moment. The white-label portal is what your audience returns to for the next 12 months.
The workshop drives the email signup. The white-label portal nurtures the relationship between events.
The workshop creates urgency for the audience to act. The white-label portal gives them the tools to follow through.
Together: ~5× the post-event engagement of a one-off event.

Workshops booked alongside a white-label subscription receive a one-time 25% discount on the workshop fee. The white-label license is $97/mo for Founding Partners (first 50 spots).

Learn about the white-label license →

Ready to book?

Let's talk dates.

Email Roger with your preferred dates, audience size, location (or Zoom), and any specific topics. We respond within 24 hours with availability and a custom quote.

Email Roger to book