Seek First Foundation · Speaking Impact

Workshop Performance &
TBC Network Strategy

25 events · 2023–2026 695 total attendees · $332,100 revenue
11 clients · 42 FRM conversations
Goal: Fall 2026 Retirement Wisdom Workshops
Total events
25
Since May 2023
Revenue generated
$332K
From firm workshops
Attendees
695
53 avg per event
Clients acquired
11
42 FRM conversations
Cards collected
244
35% card rate
Where I've spoken Bay Area · 25 events
Type A church Type B church Type C church Active / ongoing
Conversion funnel completed events only
Attendees
695
695
Cards
244
244
Calls
94
94
FRM mtgs
42
42
Clients
11
11
35%
card rate
45%
cards→calls
26%
FRM→client
Revenue by church type type A dominates
A: $392K, B: $0, C: $42K
All events 25 total
Date Church Type Att. Cards Clients Revenue
TBC network status A-tier priorities
👑 Two asks for Paul Taylor
1
680 Corridor Network $$$ wealth
Bart Garrett · Ryan Gregg · Tyler Scott
Lamorinda + Danville — wealthiest suburban corridor. Zero current connection. Your biggest gap and highest-ROI new door.
2
Peninsula Network slot $$$ wealth
Phil EuBank — emailed but no reply yet
You know Phil, but need a network-meeting speaking slot. Paul's peer endorsement turns a cold follow-up into a done deal.
Top performing churches by revenue · completed
WestGate dominates with 5 events and $318K
Offered RW Workshop pipeline tracker
Fall booking timeline Sept–Nov target
Now
Call Filipe Santos + Dan Perkins
South Bay + XP Network — warm doors, no Paul needed
June
Meet Paul Taylor — make 2 asks
680 Corridor intro + Peninsula network slot via Phil EuBank
July
Present at network gatherings
South Bay, Marin, XP Network speaking slots
Aug
Lock fall workshop calendar
4–8 weeks runway per church required
Sept–Nov
Retirement Wisdom Workshops run
Target 6–8 across Peninsula, 680, South Bay, Marin
Suggested framing for Paul Taylor
"Paul, I've now spoken at 25 churches across the Bay — 695 people, $332K in firm revenue generated, and counting. My strongest results have been in Type A churches with wealthier, older congregants. The Retirement Wisdom Workshop is what I'm scaling this fall, and the two networks I'm missing are the 680 Corridor and a proper network-meeting slot with Phil EuBank's Peninsula network — I've emailed Phil but haven't heard back. Would you be willing to make a personal intro to Bart Garrett and warm Phil to open up 10 minutes at their next gathering?"