Regional Sales Conference Seattle
Theme: “Climb 2Gether ”
Date: February 5th – 8th
Attendees: Joe H., Todd H., Steve H., Bob H., Sam G., Brandon A., Harrison H., Darek G., Monte B., Ryan S. & Jordan S., Shawn C.
Note: Presenters – Email Steve their powerpoint etc.
Monday Feb 5th
Travel Day - Check into Sound Hotel at 2120 4th Ave, Seattle, WA 98121 & Phone # 206-441-7456
6:00 pm – Dinner
7th floor of the Sound Hotel at the Sound Bite Lounge
Tuesday Feb 6th
7:30 am – Breakfast @ the hotel on your own - distribution of blitz list and rules
8:30 am – 12:00 pm - Blitzing
12:30 pm – 1:00 pm – Box Lunches served on site at Sound Hotel at the Currant Bistro
1:00 pm – 3:00 pm – Space Needle Activity
3:45 pm – 7:30 PM - Atrium Kitchen culinary team building & a private chef prepared meal
Wednesday 7th Morning Session
8:00 am – Sales Conference Kick-off
Welcome and Agenda Overview – Steve Hardy
Welcome Comments – Todd Hassell
Blitz Experience Discussion – Steve Hardy
9:00 am – Easy2Quote & Finance Pro – Steve Hardy
10:15 am – BREAK – 10 Minutes
10:25 am – Microsoft Teams Overview – Steve Hardy & Todd Hassell
11:00 am – KOKO – Todd Hassell & Steve Hardy
12:05 pm – Lunch In – Box Lunches
Afternoon Session
12:20 pm – Sales Training (Cancellations) – Sam
1:05 pm - Sales Training (Daily Routines) - Bob
1:50 pm – SAR/RM Relationships – Darek
2:20 pm – Communication – Shawn
2:50 pm – BREAK – 10 Minutes
3:00 pm – AFP – Ryan & Jordan
3:30 pm – Capital Touch – Monte
4:00 pm – Referrals - Harrison
4:30 pm – Final Comments – Joe Heugly/Todd Hassell
5:00 pm – Personal Time
6:00 pm – Leave for Dinner reservation for 6:30 pm at Wild Ginger
9:00 pm – Consider late night activity - optional
Thursday (8th) Day 4
Travel Home Day