Sales Kickoff: Aligning Teams and Goals Under the New CRO

As a new fiscal year begins, an in-person Sales Kickoff offers something uniquely powerful: collective energy, clear understanding, and the face-to-face connections that help move a business forward. For this organization, the gathering was designed to unite teams around shared priorities, stronger capabilities, and a focused path for the year ahead.

Bringing 120 team members together for a multi-day experience created space for collaboration, hands-on learning, and meaningful connection as the company entered the months ahead with greater clarity and alignment.

Grounding Strategy in the Business

The Kickoff location was intentionally chosen in a city that hosts one of the company’s operational hubs, allowing attendees to connect strategy with the real work happening behind the scenes.

  • On-site tours of the company’s local center gave sales teams a firsthand understanding of operations and delivery

  • Exposure to internal processes helped strengthen credibility in customer conversations

  • The experience reinforced how each role contributes to enterprise-wide success

By linking sales strategy to operational reality, the event helped teams better understand the full value chain they represent.

Practical Learning Designed for Immediate Impact

Strengthening Leadership Connection

A key focus of the Kickoff was building trust and visibility between leadership and the broader revenue organization.

  • Teams had the opportunity to meet and engage with the newly appointed Chief Revenue Officer

  • Leadership sessions included an overview of the updated organizational structure, providing clarity on roles, priorities, and decision pathways

  • Open dialogue helped reinforce transparency and alignment across regions and functions

These moments ensured teams left with a stronger sense of direction and leadership accessibility.

Beyond inspiration, the Kickoff emphasized practical enablement to ensure consistency across teams.

  • VP-led breakout sessions focused on tools, processes, and best practices

  • Sessions were designed to ensure teams were aligned on systems usage and execution standards

  • Role-specific discussions created space for questions, clarification, and peer learning

This structure helped translate strategy into everyday behaviors that support performance.

Evenings Designed to Build Energy and Recognition

Social experiences throughout the week were intentionally designed to reinforce culture, connection, and celebration.

  • A casual welcome dinner created an approachable start to the week, encouraging teams to reconnect and build new relationships

  • A formal awards dinner and ceremony recognized individuals who exceeded expectations in the past year

  • Public recognition moments reinforced shared values and set the tone for success in the year ahead

These experiences balanced business focus with celebration, helping create a strong emotional start to the fiscal year..

  • "I wanted to extend a heartfelt thank you for your outstanding work on the Sales Summit. The event was a tremendous success, and everyone had a wonderful time. "

    Doug Hoffer, Chief People Officer

  • I truly appreciate all your hard work, attention to detail and for always going above and beyond ... I am grateful to have partners who anticipate every detail around each and every event corner."

    Melissa Kolodziej, Senior Director of Content and Communications