The Virtual Leadership Retreat brings together like-minded sales leaders who are invested in creating best-in-class teams as well as their own leadership development.
JOIN US FEBRUARY 24TH & 25TH, 2021
The Virtual Leadership Retreat is limited to practitioners who have leadership responsibility over Sales or a related functional area. Any senior leader from Manager to Executive looking to improve their efficiency, increase ROI, and streamline processes are encouraged to attend.
AGENDA
The 2021 Virtual Leadership Retreat will provide our leader community with solutions to the challenges facing their Inside Sales teams in large-group learning and small-group workgroups.
EVENT DETAILS
Unique to other conferences, the Virtual Retreat focuses solely on solving the challenges facing our profession in a small, intimate group setting.
PROUD SPONSORS
Oftentimes, learning about new tools, technologies, or services provide leaders with new ideas to improve performance. Our sponsors will share case studies, resources, and demos to get ideas flowing!
REGISTER!
Attendees are limited to practitioners who have leadership responsibility over Inside Sales or a related functional area.
AGENDA
Click on a day to see the details
Wednesday, February 24th
Wednesday, February 24 | 11:00 AM - 12:00 PM EDT
Retreat Welcome & Kickoff
Welcome to the 2021 Virtual Leadership Retreat!
During this session, we will start getting to know each other, our individual goals and reasons for participating in the Retreat, and clarify the challenges we are hoping to solve.
AA-ISP will also give a rundown of the agenda for the next two days as well as best practices for utilizing the Whova Event Platform.
Finally, our lead facilitator, Lauren Bailey, will give an introduction to expectations for the Workgroups to follow.
Wednesday, February 24 | 12:00 PM - 1:15 PM EDT
Workgroup Session 1: Training & Development in the Remote Selling Environment
During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.
If you have questions about this, please reach out to the AA-ISP Team at any time!
Workgroup Breakout Topics:
- Remote Onboarding: What's Working?
- Training & Development: The Importance of Developing Your Team in the Remote Environment
- Remote Coaching
- Gaps Seen in the Remote Selling Process: What Do We Need to Address from a Training Standpoint
Wednesday, February 24 | 1:15 PM - 2:00 PM EDT
Large Group Thought Leadership - Working Lunch
We will split our time into three sections during this Working Lunch. All Retreat participants will receive a DoorDash promo code to order themselves some lunch to enjoy while participating!
15-minutes - Discussion around challenges stated by participants in the pre-event survey
15-minutes - Service Provider Briefing - An up-close look at Retreat sponsor, Groove
15-minutes - Must-Have Video Essentials - A discussion around the technology you should consider to lead and sell, virtually. We will look at webcams, microphones, lighting, and more!
Wednesday, February 24 | 2:00 PM - 2:15 PM EDT
Catch-Up Break
Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and step away briefly.
Wednesday, February 24 | 2:15 PM - 3:30 PM EDT
Workgroup Session 2: Virtual Leadership
During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.
If you have questions about this, please reach out to the AA-ISP Team at any time!
Workgroup Breakout Topics:
- Motivating Teams
- Establishing Sales Goals, Metrics, and Expectations in 2021
- Customer Success: How this Emerging Role Aligns in Your Organization
- Sales Models and Roles
Wednesday, February 24 | 3:30 PM - 3:45 PM EDT
Catch-Up Break
Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.
Wednesday, February 24 | 3:45 PM - 4:35 PM EDT
Large Group Thought Leadership - Mic Drop Moments
We will split this large group time into three sections:
5 minutes - Q&A
15 minutes - Service Provider Briefing: up-close look at Retreat sponsor, BombBomb
30 minutes - Mic Drop Moments: everyone is encouraged to think about one tip or "Mic Drop Moment" to share with fellow participants. This could be around productivity, tech favorites, remote selling, best WFH joggers... pick one thing to share and be prepared to take notes!
Wednesday, February 24 | 4:35 PM - 5:00 PM EDT
Retreat Day 1 Closing Session
Before we close for the day, Retreat participant and AA-ISP Advisory Board Member, Virginia Davis with Schneider Electric, will guide us through a discussion around Role and Modalities. As the selling motions and lines between inside and field sales have blurred, we will discuss how organizations are defining roles and what has changed.
Wednesday, February 24 | 7:00 PM - 9:00 PM EDT
Evening Virtual Networking Activity (Optional)
Keeping with the Retreat tradition of getting to know our peers and fellow leaders, participants will participate in one of three virtual evening activities:
(activity sign up occurs during event registration, but do let the AA-ISP team know if you have questions or concerns!)
- Golf Lesson
- Painting Class
- Escape Room
Virtual Painting Class
Tap into your creative side for a Painting Night with Van Gogh, as we try our hand at recreating a version of his unforgettable Starry Night.
Logistics: All art supplies you need will be shipped directly to you and we will join our painting instructor over Zoom. Art supplies shipped to US residents only; international guests may join providing their own supplies. Registration for this activity will close on Feb 10th to allow for time to ship to your home.
Duration: 90 minutes
Sponsored by: BombBomb
Virtual Escape Room
Craving adventure? Join our Virtual Escape Room Experience!
It's time for the infamous global intelligence class final exam at the legendary School for Spies, but our professor has gone missing! Is it part of the test? Is the rival Snoops Academy behind this mystery? Join forces with your fellow Retreat attendees and be ready to explore as you hunt clues, track your professor around the globe, and (hopefully) pass the exam in time!
Logistics: All players will join a master Zoom meeting for an introduction to the game and then divide into breakout teams of 4-6 players. At the close, everyone will return to the main meeting for a group debrief and an announcement of the winners! Our dedicated game moderators will curate the game and are available throughout the entire experience.
Duration: 90 minutes
Sponsored by: Kronologic, who helps you ESCAPE the Sales Leader Hamster Wheel
Wednesday, February 24 | 7:30 PM - 9:00 PM EDT
Virtual Golf Lesson and Stories from the PGA Tour
Slicing your driver too much and making way too many 3 putts? PGA National Golf Teacher of the Year and former tour player, Mike Malaska, will share tips that will get you making birdies at your very next round of golf. Bring your putter and favorite club for some hands-on tips from one of the top golf instructors in the world. Along with sharing some fixes to common golf swing mistakes, Mike will share some interesting and even hilarious stories from his time on the Pro Tour.
Duration: 90 minutes
Sponsored by: Groove
Thursday, February 25th
Thursday, February 25 | 11:00 AM - 12:00 PM EDT
Retreat Day 2 Welcome & Kickoff
Welcome to day two of our Virtual Retreat! We will start our time together off with the following flow:
10 minutes - Day 1 Recap & Participant Check-In
15 minutes - Case Study: Balancing the Human Side - Sylvain Tremblay (Cisco) with Q&A
15 minutes - Service Provider Briefing: up-close look at Retreat sponsor, Kronologic
20 minutes - Discussion around challenges stated by participants in the pre-event survey
Thursday, February 25 | 12:00 PM - 12:15 PM EDT
Catch-Up Break
Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.
Thursday, February 25 | 12:15 PM - 1:30 PM EDT
Workgroup Session 3: Tools & Technology for Inside Sales
During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.
If you have questions about this, please reach out to the AA-ISP Team at any time!
Workgroup Breakout Topics:
- Digital Transformation: Defining Where You Are in this Process
- Technology Requirements for the Remote Sales Force
- Selling with Video
- Leading Virtually: Discussion on Video Use Cases for Leaders
Thursday, February 25 | 1:30 PM - 2:00 PM EDT
Networking Break
Participants are encouraged to visit the Community Tab in the Whova Event Platform where you can schedule meet-ups, ask questions, make recommendations, and more!
In addition, be sure to visit the Exhibitors Tab to learn more about our proud event supporters!
Thursday, February 25 | 2:00 PM - 3:15 PM EDT
Workgroup Session 4: Hiring, Retaining, & Company Culture
During this workgroup session, participants split into one of four small workgroups to dive into their specific challenges. Workgroup assignments are based on your responses to a pre-event survey around your challenges.
If you have questions about this, please reach out to the AA-ISP Team at any time!
Workgroup Breakout Topics:
- Recruiting & Hiring Remotely: How Are We Finding and then Selecting the Best Candidates
- Retention of Sellers: Career Pathing & More
- Team Well Being: What Should Leaders be Doing to Check-In on their Teams
- Leadership Influence: Company Culture Starts with You
Thursday, February 25 | 3:15 PM - 3:30 PM EDT
Catch-Up Break
Retreat participants are encouraged to avoid distraction during our time together. Throughout the agenda, you will find these short breaks to allow you to connect with your team, answer emails, and set away briefly.
Thursday, February 25 | 3:30 PM - 4:40 PM EDT
Personal Challenge Think Tanks
The Personal Challenge Think Tanks is a Retreat favorite (ask any past attendee and they will tell you this is a session you won't want to miss)! During this time in a rapid-fire format, participants are separated into small groups where each person will have 10 minutes to pose a challenge or question, explain your challenge, and then receive priceless peer feedback and advice.
Thursday, February 25 | 4:40 PM - 5:00 PM EDT
Leadership Retreat Closing Session
To close our time together, participants will hear from Judy Buchholz, a long-time AA-ISP Member and Senior Sales Leader.
EVENT DETAILS
We will use the Whova Event Platform for networking, resource sharing, and agenda setting, but the actual workgroups will take place on Zoom. If you've attended a virtual AA-ISP event (or event a past Retreat) where we used Whova, you know the Community Board is a hot spot for sharing your challenges and helping to solve the challenges of others.
All leaders who are accepted into the Virtual Retreat will receive login instructions to the Whova Event Platform. App access is limited to accepted leaders only and will be your one-stop shop to help you prepare for the event as well as communicate with fellow leaders.
REGISTER
ATTENDEE PRICING
Admission for 1 individual
Standard Price: $695
Executive Forum 50% Discount: $347.50
Contact AA-ISP for your Promo Code!
RETREAT SUPPORTERS
With the sudden shift away from in-person conferences and crowded expo halls, many in our community are struggling to properly vet and explore new sales tools and technologies.
During the Virtual Retreat, leaders will learn about these tool and tech providers by hearing Case Studies, resource sharing, and short demos. In addition to sharing their solutions with our leaders, these sponsors are also in sales -- meaning they are facing the same challenges. Everyone participating in the Virtual Retreat is a resource you can use to help solve your own challenges!
INTERESTED IN LEARNING ABOUT SPONSORSHIP?
PROUD SUPPORTERS
Platinum
Groove
Groove is the only sales engagement platform built for true relationship-based sales, specializing in ease-of-use, ease-of-administration, and cross-team collaboration. Groove automates non-sales activities so that reps can spend more time building relationships and generating revenue. On average, Groove gives revenue teams 20% of their time back to focus on higher-value activities. Groove also has the industry’s only native Salesforce integration, which ensures more accurate reporting and forecasting, lower compliance risk with global privacy laws, and streamlined administration.
Over 50,000 account executive, sales development, and customer success representatives use Groove at some of the world’s largest and fastest-growing companies, including Google, Uber, BBVA, and Capital One. Groove has earned the highest customer satisfaction rating on G2 in the sales engagement category for over two years in a row.
Groove was named one of Inc. Magazine’s Best Workplaces 2020 and is one of the Inc. 5000 fastest-growing privately held companies in the U.S. Groove also ranks #14 on the San Francisco Business Times' "fastest-growing private companies in the Bay Area in 2019." Founded in 2014, Groove is headquartered in San Francisco with offices in San Diego and Seattle. To learn more, visit groove.co.
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Kronologic
Kronologic converts more of your leads into meetings and fills up your sales team's calendars. With no work for your sales team, and only a single-click from prospects, leads convert to meetings and pipeline creation and bookings dramatically increase. Kronologic allows sellers to be omnipresent, ensures a great buyer experience, and allows Marketing to get data they’ve never had before.
Sitting between the CRM and the calendar, Kronologic listens to timing signals that a prospect or account is ready to speak with Sales and then goes to work on behalf of the seller to lock in a meeting. To the buyer, it feels like a company and a seller that are in tune with their needs. To the sales rep, it feels like magic - they walk into work with meetings already confirmed on their calendar.
At Kronologic, we believe the best kind of sales tech fills up your calendar, not your to-do list.
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BombBomb
If your sales team could get face-to-face with more people, would they create and win more opportunities? Of course they would. BombBomb helps you lead with your best sales asset… yourself. Record and send video messages from Gmail, Outlook, Salesforce, mobile, and other systems and platforms. Tracking and alerts to help individual reps follow up. Roll up reporting with reply tracking by rep and by team for executives. Build trust, relationships, and revenue faster with video: BombBomb.com
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