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Tactics and plays

How do I get executives to attend a roundtable?

Recruit executives to a roundtable by choosing a shared problem, a relevant peer group and a credible host, then coordinating suitable invitations. A trusted contact may improve access, but the discussion itself must justify the time. Explain the format honestly, confirm attendance and give guests a clear expectation of how they will participate.
October 8, 2026

Lead with the discussion

Frame a concrete executive challenge rather than a product category. Explain whether guests will compare approaches, explore trade-offs or share practical experiences. Choose a facilitator who can encourage participation without steering every point back to the sponsor.

Build and describe the peer group accurately

Select people with relevant responsibilities and compatible interests. Only name confirmed guests with their permission. A vague promise of "top executives" is less useful than a clear description of the audience.

Use appropriate invitation paths

Research customer, colleague and partner connections. Ask a proposed connector to validate the relationship and approve the invitation. Coordinate with account owners and direct outreach so the guest receives one coherent approach.

Prepare the room

Share the topic, timing, location or joining details and confidentiality expectations. Track responses and cancellations. During follow-up, offer the specific next step discussed rather than a generic product pitch.

Orbb's Events Agent can support the research and recruitment workflow. Its value should be assessed alongside actual participation and relevant post-event conversations, not just registration volume.

Related questions

Orbb researches the relationships your company already has — across customers, employees, investors and partners — then runs the introduction end to end, from finding the path to the meeting in the calendar.
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