Marketing Past Events

📅   FEBRUARY

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2/5- WEBINAR:
Azure Virtual Desktop with Nerdio: Secure, Scalable, and Efficient Desktops
-ATTENDEE LIST
--NERDIO SLIDE DECK
-eGROUP SLIDE DECK
--POLLS (7 IN SPREADSHEET)
-FOLLOWUP TEMPLATES:
--Azure Virtual Desktop with Nerdio: Secure, Scalable, and Efficient Desktops 02.05.25 | Prospect | ALL
--Azure Virtual Desktop with Nerdio: Secure, Scalable, and Efficient Desktops 02.05.25 | Customer | ALL

2/6- TSI WORKSHOP:
Microsoft 365 Copilot Virtual Training Workshop for Nonprofit
-SLIDE DECK
-ATTENDEE LIST
-POLLS (8 IN SPREADSHEET)
-FOLLOWUP TEMPLATES:
--Microsoft 365 Copilot Virtual Training Workshop for Nonprofits 02.06.24 | Prospect | ALL
--Microsoft 365 Copilot Virtual Training Workshop for Nonprofits 02.06.24 | Customer | ALL
--Workshop Chat 


2/19- NUTANIX WORKSHOP SERIES PART TWO
Simplify, Scale, and Secure Your Storage with Nutanix Unified Storage
-ATTENDEE LIST
-SLIDE DECK
-FOLLOWUP TEMPLATES
--Nutanix Workshop Series Part Two: Simplify, Scale, and Secure Your Storage with Nutanix Unified Storage 02.19.25 | Prospect | ALL
--Nutanix Workshop Series Part Two: Simplify, Scale, and Secure Your Storage with Nutanix Unified Storage 02.19.25 | Customer | ALL

2/20- WEBINAR:
Maximize Your Investment & Drive Efficiency with Microsoft Azure
-ATTENDEE LIST
-SLIDE DECK
-RECORDING
-FOLLOWUP TEMPLATES
--Maximize Your Investment and Drive Efficiency with Microsoft Azure 02.20.25 | Prospect | ALL
--Maximize Your Investment and Drive Efficiency with Microsoft Azure 02.20.25 | Customer | ALL

2/25-2/26- TSI TRAINING WORKSHOP
TSI COPILOT STUDIO & AGENTS TRAINING WORKSHOP DAYS
-ATTENDEE LIST
-SLIDE DECK
*No recordings or followup email templates – personal outreach for 6 participants

2/27- WEBINAR:
Building a Comprehensive Zero Trust Framework
-ATTENDEE LIST
-SLIDE DECK
-RECORDING
FOLLOWUP TEMPLATES
-Building a Comprehensive Zero Trust Security Framework 02.27.25 | Prospect | ALL
-Building a Comprehensive Zero Trust Security Framework 02.27.25 | Customer | ALL

📅   MARCH

3/5 NUTANIX VIRTUAL WORKSHOP:
Nutanix Workshop Series Part Three: Streamline and Transform Your IT Operations with Automation
-ATTENDEE LIST
-SLIDE DECK

FOLLOWUP TEMPLATES
-Nutanix Workshop Series Part Three: Streamline and Transform Your Ops with Automation 03.05.25 | Prospect | ALL
-Nutanix Workshop Series Part Three: Streamline and Transform Your Ops with Automation 03.05.25 | Customer | ALL

3/6 WEBINAR:
Unlocking the Benefits of Partnering with a Managed Services Provider
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM

FOLLOWUP TEMPLATES
-Unlocking the Benefits of Partnering with a Managed Services Provider 03.06.25 | Prospect | ALL
-Unlocking the Benefits of Partnering with a Managed Services Provider 03.06.25 | Customer | ALL

 

3/11 MICROSOFT VIRTUAL BRIEFING:
AI Readiness & Data Protection: Leveraging Microsoft Purview
(Microsoft-Owned, no attendee list)


3/12 AI SPARK SESSION:
Agents: Ingestion Task Agents, Declarative Agents, AI Avatars
-ATTENDEE LIST
-RECORDING FORM
-FOLLOWUP TEMPLATES
-AI Spark Session #1 All Things Agents 03.12.25 | Prospect | ALL
-AI Spark Session #1 All Things Agents 03.12.25 | Customer | ALL


3/13 WEBINAR:
How to Establish an AI Center of Excellence for Scalable Success
-ATTENDEE LIST
-POLLS
-SLIDE DECK
-RECORDING FORM
FOLLOWUP TEMPLATES
-How to Establish an AI Center of Excellence for Scalable Success 03.13.25 | Prospect | ALL
-How to Establish an AI Center of Excellence for Scalable Success 03.13.25 | Customer | ALL


3/18-3/19: TSI COPILOT STUDIO TRAINING WORKSHOP ROUND TWO
-ATTENDEE LIST
-SLIDE DECK


3/19 IN-PERSON EVENT
SAVE THE DATA – MT PLEASANT, SC
Save the Data with eGroup Enabling Technologies & Rubrik
ATTENDEE LIST

3/19: NUTANIX VIRTUAL WORKSHOP
Session 4- Strengthening Data Security and Compliance with Nutanix
-ATTENDEE LIST
-SLIDE DECK
FOLLOW-UP TEMPLATES
-Nutanix Workshop Series Part Four: Strengthening Data Security and Compliance with Nutanix 03.19.25 | Prospect | ALL
-Nutanix Workshop Series Part Four: Strengthening Data Security and Compliance with Nutanix 03.19.25 | Customer | ALL


3/20: WEBINAR 
March Security Madness: Slam Dunk Strategies for Identity Security & Access Management
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
FOLLOW-UP TEMPLATES
-March Security Madness: Slam Dunk Strategies for Identity Security & Access Management 03.20.25 | Prospect | ALL
-March Security Madness: Slam Dunk Strategies for Identity Security & Access Management 03.20.25 | Customer | ALL

3/26: AI SPARK SESSION
AI Spark Session with eGroup Enabling Technologies: Azure AI Document Intelligence
-ATTENDEE LIST
-RECORDING FORM
FOLLOW-UP TEMPLATES
-AI Spark Session #2 Azure AI Document Intelligence 03.26.25 | Prospect | ALL
-AI Spark Session #2 Azure AI Document Intelligence 03.26.25 | Customer | ALL


3/27: WEBINAR 
Making an Actionable Roadmap with Microsoft Tools Based on Digital Defense Reports
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
FOLLOW-UP TEMPLATES
-Making an Actionable Roadmap with Microsoft Tools Based on Digital Defense Reports 03.27.25 | -Prospect | ALL
-Making an Actionable Roadmap with Microsoft Tools Based on Digital Defense Reports 03.27.25 | Customer | ALL

📅   APRIL

4/2- SPRING SECURITY SUMMIT – MALVERN, PA
-Spring Security Summit (PA) Attendee List.xlsx
-Slide Decks: 
-2025 04.03 Spring Security Summit Slide Deck.pdf
-2025 04.03 (Zerto) Spring Security Summit Slide Deck
-Spring Security Summit- Malvern, PA 04.02.25 | Prospect | ALL
-Spring Security Summit- Malvern, PA 04.02.25 | Customer | ALL


4/3 WEBINAR
Optimize Microsoft Azure with Cost Management and CSP
-Attendee List
-Slide Deck
-Recording Form
-Polls
FOLLOW-UP TEMPLATES
-Optimize Microsoft Azure with Cost Management and CSP 04.03.25 | Prospect | ALL
-Optimize Microsoft Azure with Cost Management and CSP 04.03.25 | Customer | ALL


4/9 NUTANIX VIRTUAL WORKSHOP
Session 5- Disaster Recovery and Business Continuity Simplified with Nutanix
-ATTENDEE LIST
-SLIDE DECK
FOLLOW-UP TEMPLATES
-Nutanix Workshop Series Part Five – Disaster Recovery and Business Continuity Simplified 04.09.25 | Prospect | ALL
-Nutanix Workshop Series Part Five – Disaster Recovery and Business Continuity Simplified 04.09.25 | Customer | ALL  


4/9 AI SPARK SESSION 
AI Spark Sessions
-ATTENDEE LIST
-RECORDING FORM
FOLLOW-UP TEMPLATES
-AI Spark Session #3 Integrating AI with Power Platform 04.09.25 | Prospect | ALL
-AI Spark Session #3 Integrating AI with Power Platform 04.09.25 | Customer | ALL

 

4/10 WEBINAR
VMware Renewals & Alternatives: What’s The Best Strategy?
-ATTENDEE LIST
-SLIDE DECK
-POLLS (3
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--VMware Renewals & Alternatives: What's the Best Strategy? 04.10.25 | Prospect | ALL
--VMware Renewals & Alternatives: What's the Best Strategy? 04.10.25 | Customer | ALL

 
4/15 WEBINAR
What's New In Teams and Teams Phone
-ATTENDEE LIST
-SLIDE DECK
-POLLS (3)
-RECORDING FORM
FOLLOW-UP TEMPLATES
--What's New in Microsoft Teams & Teams Phone 04.15.25 | Prospect | ALL
--What's New in Microsoft Teams & Teams Phone 04.15.25 | Customer | ALL


4/24 WEBINAR
Transform Your Microsoft 365 Experience with a Clear, Actionable Roadmap
-ATTENDEE LIST
-SLIDE DECK
-POLLS (3)
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Transform Your Microsoft 365 Experience with a Clear, Actionable Roadmap 04.24.25 | Prospect | ALL
--Transform Your Microsoft 365 Experience with a Clear, Actionable Roadmap 04.24.25 | Customer | ALL

 

4/29 WEBINAR
Microsoft Licensing: Understanding the E5 Model
-ATTENDEE LIST
-SLIDE DECK
-POLLS (3)
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Microsoft Licensing: Understanding the E5 Model 04.29.25 | Prospect | ALL
--Microsoft Licensing: Understanding the E5 Model 04.29.25 | Customer | ALL

📅   MAY

5/1 WEBINAR
How To Find AI & Automation Opportunities
-ATTENDEE LIST 
-SLIDE DECK
-POLLS (4)
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--How to Find Opportunities for AI & Automation 05.01.25 | Prospect | ALL
--How to Find Opportunities for AI & Automation 05.01.25 | Customer | ALL

 
5/7 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Spark Session #4 Microsoft 365 Copilot and Copilot Studio Releases 05.07.25 | Prospect | ALL
--AI Spark Session #4 Microsoft 365 Copilot and Copilot Studio Releases 05.07.25 | Customer | ALL 

 

5/8 TSI WEBINAR
AI-Readiness for Nonprofits: Safeguard Your Mission, Secure Your Data
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI-Readiness for Nonprofits: Safeguard Your Mission, Secure Your Data 05.08.25 | Customer | ALL
--AI-Readiness for Nonprofits: Safeguard Your Mission, Secure Your Data 05.08.25 | Prospect | ALL

 

5/15 WEBINAR
What’s New with Nutanix? .NEXT Conference Recap
-ATTENDEE LIST 
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--What's New with Nutanix? .NEXT Conference Recap 05.15.25 | Prospect | ALL
--What's New with Nutanix? .NEXT Conference Recap 05.15.25 | Customer | ALL

 

MICROSOFT VIRTUAL ROADSHOW DAYS 5/20-5/22

-561 Total Registrants
-349 Unique Companies
-357 Unique Contacts Attended throughout the 3 Days

MSFT Virtual Roadshow Attendee List- All 3 Days.xlsx

--262 Attendees for Day 1: Data and AI – Form to Access Recording | Slide Deck--175 Attendees for Day 2: Azure + Security – Form to Access Recording | Slide Deck
--150 Attendees for Day 3: Microsoft 365 + Security – Form to Access Recording | Slide Deck

Resources and information that were shared with our attendees in the chat throughout the sessions:

Microsoft Virtual Roadshow Links and Additional Resources Dropped in Chat by Day.docx

Attendance Snapshot
45% in attendance were Decision Makers
33% in attendance were Customers
51% in attendance were Prospects (MQLs/SQLs)
16% in attendance currently have an Open Opportunity with us 

 

Top Verticals in attendance were Nonprofits, Government, Education, Healthcare, and Professional Services

 

 

 

Team Marketing + Honorary Marketeer Dan Drude, created a 5-Email/Call Sequence to help jumpstart the follow-up process.

Sequences | HubSpot - prospect

Sequences | HubSpot - customer

📅   JUNE


6/4 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
FOLLOW-UP TEMPLATES
--AI Spark Session #5 06.04.25 | Prospect | ALL
--AI Spark Session #5 06.04.25 | Customer | ALL


6/5 WEBINAR
Resisting Ransomware Using Microsoft's Security Playbook
-ATTENDEE LIST
-SLIDE DECK
-POLLS
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Resist Ransomware Using Microsoft's Security Playbook 06.05.25 | Prospect | ALL
--Resist Ransomware Using Microsoft's Security Playbook 06.05.25 | Customer | ALL


6/12 MINI WORKSHOP
Microsoft 365 Copilot Deep Dive- Focus on Prompting
-ATTENDEE LIST
-SLIDE DECK
-POLLS
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Microsoft 365 Copilot Deep Dive: Maximizing AI-Powered Productivity 06.12.25 | Prospect | ALL
--Microsoft 365 Copilot Deep Dive: Maximizing AI-Powered Productivity 06.12.25 | Customer | ALL

6/17 WEBINAR
Modern Contact Centers Made Easy: Audiocodes VOCA + AI
-ATTENDEE LIST 
-SLIDE DECK 
-RECORDING FORM 
-FOLLOW-UP TEMPLATES
--CUSTOMER EMAIL TEMPLATE 
--PROSPECT EMAIL TEMPLATE 

 

6/18 WEBINAR
How To Build Structured Prompting for Agents 
-ATTENDEE LIST 
-SLIDE DECK 
-RECORDING FORM 
-FOLLOW-UP TEMPLATES
--CUSTOMER EMAIL TEMPLATE 
--PROSPECT EMAIL TEMPLATE 

6/17 WEBINAR
Modern Contact Centers Made Easy: Audiocodes VOCA + AI
-ATTENDEE LIST  
-SLIDE DECK 
-RECORDING FORM 
-FOLLOW-UP TEMPLATES
--CUSTOMER EMAIL TEMPLATE
--PROSPECT EMAIL TEMPLATE 

 

6/18 WEBINAR
How To Build Structured Prompting for Agents 
-ATTENDEE LIST 
-SLIDE DECK
-RECORDING FORM 
-FOLLOW-UP TEMPLATES
--CUSTOMER EMAIL TEMPLATE 
--PROSPECT EMAIL TEMPLATE 

6/26 WEBINAR
Data Governance & Compliance in Microsoft 365 & Azure
-ATTENDEE LIST
-SLIDE DECK
-POLLS (3)
-RECORDING FORM
-FOLLOW UP TEMPLATES
--Data Governance and Compliance in Microsoft 365 and Azure 06.26.25 | Prospect | ALL
--Data Governance and Compliance in Microsoft 365 and Azure 06.26.25 | Customer | ALL

📅  JULY



7/9 TSI WEBINAR
Build an AI-Ready Security Foundation for Nonprofits
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP EMAIL SEQUENCE TO CLONE:
--Build Your Nonprofit's AI-Ready Security Foundation Follow Up 07.09.25


7/15 VIRTUAL WORKSHOP
AI Maturity Model Workshop
-ATTENDEE LIST (Includes tab with polls and tab with links to use for the first poll answers)
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Maturity Model Workshop: Build a Strategy That Scales 07.15.25 | Prospect | ALL
--AI Maturity Model Workshop: Build a Strategy That Scales 07.15.25 | Customer | ALL


7/16 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Spark Session #7 07.16.25 | Prospect | ALL
--AI Spark Session #7 07.16.25 | Customer | ALL


7/24 WEBINAR
Why Organizations Should Be Leveraging Microsoft Fabric
-ATTENDEE LIST - 3 POLLS IN SECOND TAB
-SLIDE DECK
-RECORDING FORM
-3-EMAIL FOLLOW-UP SEQUENCE – REMINDER TO CLONE BEFORE USE


7/30 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Spark Session #8 Prompt Engineering in Copilot Studio Agents 07.30.25 | Prospect | ALL
--AI Spark Session #8 Prompt Engineering in Copilot Studio Agents 07.30.25 | Customer | ALL

📅  AUGUST

8/7 WEBINAR
M365 Strategy: Boost Productivity, Security & Compliance
-ATTENDEE LIST (4 POLLS IN SECOND TAB)       
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Microsoft 365 Strategy: Boost Productivity, Security, and Compliance 08.07.25 | Prospect | ALL
--Microsoft 365 Strategy: Boost Productivity, Security, and Compliance 08.07.25 | Customer | ALL



8/13 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOWUP TEMPLATES:
--AI Spark Session #9 The GPT-5 Model and Its Impact on Copilot and Custom Agents 08.13.25 | Prospect | ALL
--AI Spark Session #9 The GPT-5 Model and Its Impact on Copilot and Custom Agents 08.13.25 | Customer | ALL



8/14- PANEL DISCUSSION
Migrating from VMware to Nutanix AHV
-ATTENDEE LIST – No Polls
-SLIDE DECK
-RECORDING FORM
-FOLLOW UP TEMPLATES:
--Virtual Panel Discussion: Migrating From VMware to Nutanix AHV 08.14.25 | Prospect | ALL
--Virtual Panel Discussion: Migrating From VMware to Nutanix AHV 08.14.25 | Customer | ALL

8/21: WEBINAR
Beyond the Bot: Real-Life AI with Azure AI Services
-ATTENDEE LIST – 2 POLLS
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Beyond the Bot: Real-Life AI with Azure AI Services 08.21.25 | Prospect | ALL
--Beyond the Bot: Real-Life AI with Azure AI Services 08.21.25 | Customer | ALL



8/27: AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Spark Session #10 Coding Best Practices in Power Platform 08.27.25 | Prospect | ALL
--AI Spark Session #10 Coding Best Practices in Power Platform 08.27.25 | Customer | ALL



8/28: WEBINAR
Accelerate Your Cloud Strategy: What’s New in Azure Infrastructure, Security, & AI
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Accelerate Your Cloud Strategy: What’s New in Azure Infrastructure, Security, and AI 08.28.25 | Prospect | ALL
--Accelerate Your Cloud Strategy: What’s New in Azure Infrastructure, Security, and AI 08.28.25 | Customer | ALL



9/4: SLG WEBINAR
AI in Action: Public Sector Strategies That Deliver
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI in Action: Public Sector Strategies That Deliver 09.04.25 | Prospect | ALL
--AI in Action: Public Sector Strategies That Deliver 09.04.25 | Customer | ALL



9/10 AI SPARK SESSION
-ATTENDEE LIST
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--AI Spark Session #11 "The Death of Intranets" and Embedding Agents in SharePoint 09.10.25 | Prospec…
--AI Spark Session #11 "The Death of Intranets" and Embedding Agents in SharePoint 09.10.25 | Custome…

9/11 NONPROFIT WEBINAR
Transform Your M365 Experience with a Clear, Actionable, Roadmap
-ATTENDEE LIST – ONE POLL
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Transform Your Microsoft 365 Experience with a Clear, Actionable Roadmap for Nonprofits 09.11.25 | …
--Transform Your Microsoft 365 Experience with a Clear, Actionable Roadmap for Nonprofits 09.11.25 | …

9/17: WEBINAR
Modernizing the Desktop Experience: Empowering Your Workforce with Intune, Azure Virtual Desktop, and Nerdio
-ATTENDEE LIST
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--Modernizing the Desktop Experience Intune, Azure Virtual Desktop, and Nerdio | Prospect | ALL
--Modernizing the Desktop Experience Intune, Azure Virtual Desktop, and Nerdio | Customer | ALL

9/18 NUTANIX VIRTUAL WORKSHOP
-ATTENDEE LIST
-SLIDE DECK
-FOLLOW-UP TEMPLATES
--Nutanix Virtual Workshop: Simplifying Your VMware to Nutanix AHV Migration 09.18.25 | Prospect | ALL
--Nutanix Virtual Workshop: Simplifying Your VMware to Nutanix AHV Migration 09.18.25 | Customer | ALL

9/23: IN-PERSON EVENT
Rewired for Resilience: AI, Data, and Security Summit – Malvern, PA 
-ATTENDEE LIST-  34 out of 45 in attendance 
-36 unique companies signed up 

 
 

9/25: WEBINAR 
Exploring the Power of AI Agents 
-ATTENDEE LIST 
-SLIDE DECK 
-RECORDING FORM 
-FOLLOW-UP TEMPLATES 
--Exploring the Power of AI Agents 09.25.25 | Prospect | ALL 
--Exploring the Power of AI Agents 09.25.25 | Customer | ALL 



10/1: EXEC WEBINAR
An Executive Playbook for GenAI Success
-ATTENDEE LIST – 4 POLLS
-SLIDE DECK
-RECORDING FORM
-FOLLOW-UP TEMPLATES
--An Executive Playbook for GenAI Success 10.01.25 | Prospect | ALL
--An Executive Playbook for GenAI Success 10.01.25 | Customer | ALL