Your Client Wants to do an event
Now What?
Creating
Powerful
Impact
Podcast
with Shay
Wheat
The show where we look behind the scenes of why and how leaders are making an impact and how you can too.
When a client says they want to host an event, most teams jump straight into logistics — choosing dates, venues, or trying to build the run of show. But as Shay Wheat shares in this mini training, that’s the quickest path to overwhelm, confusion, and misaligned events.
Using the Event Planning Playbook and real examples from her work at Grace & Ease Productions, Shay explains why strategy must always come before planning. From understanding your client’s vision to clarifying their offer, audience, and desired outcome, this episode gives OBMs, coaches, and service providers the exact starting point they need to guide clients with confidence.
Connect with Shay:
🌐 Website: https://graceandeaseproductions.com
📸 Instagram: https://instagram.com/shaywheat
🔗 LinkedIn: https://linkedin.com/in/shaywheat
🎁 Free Playbook: https://eventfreegift.com
🎁Private Podcast: https://certifiedeventproducer.com/event-pro/
“Before you plan an event, you must understand its purpose.”
Shay Wheat
Free Gifts From Shay Wheat
Initial Event Planning Playbook – EventFreeGift.com
Decision Threshold Blueprint – graceandeaseproductions.com/threshold
What You Will Learn in this Episode
• Most clients feel both excitement and fear when they think about hosting an event, because they intuitively know it’s a big responsibility.
• Before planning begins, you must clarify the event’s vision, purpose, intention, offer, and audience.
• Starting with logistics leads to stress, overspending, and poor results.
• High-level buyers do not attend summits, you must choose the event type based on who you want in the room.
• Virtual, studio, hybrid, and in-person events each require different questions and expectations.
• Producers protect clients financially, including catching contract details that can save thousands.
• Reverse engineering the event from the offer ensures alignment and turnout.
Key Moments in This Episode:
01:12 — The Real Emotions That Come Up
She explains why clients feel both excitement and dread around events: they know they want the results, but fear the work and responsibility involved.
03:20 — The First Tool You Need
Shay introduces the Event Planning Playbook and explains how it helps OBMs and coaches guide the conversation instead of reacting to it.
05:00 — Start With the End in Mind
She breaks down the first tab of the Playbook — vision, purpose, intention, offer, and audience — and why these questions determine the entire event strategy.
06:45 — Picking the Right Event for the Right Audience
Shay shares a transcript-based example: a client wanted a summit for eight-figure CEOs, and she explains why CEOs will not attend a summit and what to do instead.
08:22 — Virtual vs. In-Person Realities
She outlines the must-ask questions around virtual, studio, hybrid, and in-person setups, including speakers, paid vs. free, VIP, run-time, sponsors, and team support.
09:40 — How Producers Protect Clients’ Money
Using a real case, Shay describes how Grace & Ease saved a client $15,000 by catching a problematic clause in a venue contract.
Download the Free Decision Threshold Blueprint
About Shay Wheat
Shay Wheat is the Founder & CEO of Grace & Ease Productions, Inc. and the creator of Event Producer Mastery™, the industry-leading certification that trains OBMs, VAs, and service providers to become strategic Certified Event Producers™ who help clients scale with high-converting live and virtual events.
With more than a decade of experience producing transformational, multi-day events for top leaders and emerging experts, Shay blends strategy and soul to create experiences that deepen trust, build community, and generate powerful business outcomes.
Shay is known for her grounded, repeatable approach called “Offer Comes First,” where she helps entrepreneurs reverse-engineer every event from the outcome they want to create. Her work has supported tens of millions in client revenue while helping business owners build companies that are profitable, purpose-driven, and aligned with their leadership
“Your client’s vision and offer determine the type of event they should host.”
Shay Wheat
Think you’d be a great guest on the show? Apply HERE.
Want to learn more about Shay and her work?
Check out Grace and Ease Productions at https://graceandeaseproductions.com/