Sales Kickoff Planning Guide: How to Maximize Your SKO

sales kickoff

Sales kickoff season is here. It’s time to plan your sales strategy, train your sales professionals, crank up the energy, and motivate everyone for the next year.

But in this unpredictable economy, sales organizations must be more agile and resilient than ever. A successful national sales meeting or sales kickoff (SKO) is a great way to align the team on goals, communicate key initiatives, and share tactics for today’s turbulent selling environment.

The primary aim of a sales meeting is simple: prepare your sales force to meet their quotas and the goals of the sales organization. But coordinating all the right elements can be tricky.

The best SKOs have three main components:

  1. planning the agenda and format of the meeting
  2. defining session content
  3. fostering participant engagement

Here’s how to plan and deliver an outstanding kickoff that sets your sellers up for success in an unpredictable world.

Step 1: Plan Your Sales Kickoff Agenda

Choose the Right Theme

Pick an area of focus where your team’s greatest challenge lies. Think “Outselling The Competition” or “Strategic Account Management,” for example.

Update the Agenda

Be creative about the structure of the meeting, identify which content must be delivered live, and which can be presented another way.

Save the Best for Live

Focus on the most important kickoff topics that are best delivered face-to-face. Identify dynamic speakers and keynote topics that are likely to inspire conversation. Those are the things you’ll want to highlight with short, live sessions.

Mix Up the Format

Streamline the agenda and postpone topics that can be addressed during a conference call or web meeting later. Engage the team with pre-recorded video presentations, online drills, quizzes, small panels, and breakout sessions to keep the ideas and the energy flowing.

Step 2: Plan Sales Kickoff Content

Target Skills Training

The content of the meeting should focus on the skills training and development that helps your sales professionals overcome the challenges they face every day in the field.

Align with Purpose

Your sales kickoff is the perfect opportunity to demonstrate how individual performance correlates with company success. Emphasize your organization’s mission and connect the overall strategy with how each member will contribute.

Provide Tangible Tools

Engage your team by equipping them with the tools and tactics they need to get results quickly.  Offer relevant training that incorporates real-life prospect scenarios and customer objections.

Inspire Authentically

Make sure that your messaging is genuine and specific to your strategy. Your team is full of competent professionals who crave valuable content, so give them something they can get behind.

Tap Into the Team

Ask executives, top performers, and SMEs to submit presentations, practice videos, competitive insights, or any assets they think might benefit the team as they prepare for the coming year.

Share Best Practices

Ask salespeople to record a best practice, presentation, or talk track on video. Post the presentations online and make them accessible to the team as needed.

Step 3: Plan for Engagement at Your SKO

Put People First

As the stress of selling in an uncertain economic climate continues, you must prioritize the human element of your meeting. The underlying theme of the kickoff should foster connections.

Foster Connection

Maximize engagement and make the most of participants’ time by presenting a mix of live and pre-recorded content. Incorporate simulated customer interactions and role play, best practices, opportunities for sharing, and activities that allow for lots of interaction and connection. 

Reinforce Purpose

Reinforce your organization’s purpose along with the strategies and tactics your team will use in the coming year. Your sales professionals will come away feeling connected to the mission and motivated to contribute to the success of the company.

Highlight A-Players

Don’t miss the opportunity to highlight top-performing salespeople and Subject Matter Experts (SMEs). Learning the secret sauce from one of their peers will really make a lasting impression on your salespeople.

Encourage Networking

Networking and collaboration are consistently ranked by salespeople as the most valuable parts of this type of event. Keep presentations interactive and include exercises that intentionally drive sharing and collaboration.

Include Your Marketing Team

Sales and marketing alignment is critical to sales success. Invite your marketing team to participate in the kickoff to foster shared goals and enable a better relationship.

Be a Leader

Take this opportunity to connect with your team members, help them exchange ideas, and learn from one another. Setting a positive and motivational tone will inspire everyone to return to work with a greater sense of comradery.

Deliver a Successful Sales Kickoff

Your sales kickoff is the perfect opportunity to gather your whole team and hone in on the strategies and tactics that drive sales performance. Follow these steps to plan and deliver an outstanding kickoff that sets your sellers up for success.

Learn More

Download Your Guide to Planning a Successful Sales Kickoff to plan an SKO that delivers results.

Explore The Brooks Group’s selection of keynote presentations and training programs here.

Your Guide to Planning a Successful Sales Kickoff
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Your Guide to Planning a Successful Sales Kickoff

Sales kickoff season is here. It’s time to plan your sales strategy, train your sales professionals, crank up the energy, and motivate everyone for the next year. Download this free guide that will help you plan and deliver an outstanding sales kickoff that sets your sellers up for a successful year.

Written By

Michelle Richardson

Michelle Richardson is the Vice President of Sales Performance Research. In her role, she is responsible for spearheading industry research initiatives, overseeing consulting and diagnostic services, and facilitating ROI measurement processes with partnering organizations. Michelle brings over 25 years of experience in sales and sales effectiveness functions through previously held roles in curriculum design, training implementation, and product development to the Sales Performance Research Center.
Michelle Richardson is the Vice President of Sales Performance Research. In her role, she is responsible for spearheading industry research initiatives, overseeing consulting and diagnostic services, and facilitating ROI measurement processes with partnering organizations. Michelle brings over 25 years of experience in sales and sales effectiveness functions through previously held roles in curriculum design, training implementation, and product development to the Sales Performance Research Center.

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