Agenda, Timing and Follow-Through

A sales kickoff your team
still uses in March.

Most kickoffs produce two good days and a return to exactly how everyone was already working. Here is the agenda, and the three decisions that make the difference.

The short answer: cut the executive slide deck to twenty minutes, give the biggest blocks to reps teaching reps, put skills practice in front of a live audience rather than in a breakout nobody watches, and end with every person committing to one specific change with a date.

Then do the thing almost nobody does: put a thirty minute follow-up on the calendar for three weeks later and ask who did what they said. A kickoff without that meeting is an expensive offsite.

Decide These First

Four calls that shape
the whole kickoff.

Make these before you book a venue. They are what separate a kickoff that changes behavior from one that changes the mood for a week.

What should be different on Monday?

Name one or two behaviors you want changed, and build the agenda backward from those. A kickoff that tries to cover everything changes nothing.

How much of it is reps talking?

Aim for at least half. Your team believes a peer who closed it far more than a leader describing how it should be done, and the person teaching learns the most of anyone.

Are you recognizing or resetting?

After a strong year, lead with recognition. After a hard one, name it honestly in the first hour. Pretending otherwise in front of a sales floor costs you the room immediately.

Who owns the follow-up?

One named person, one date, three weeks out. Decide it before the kickoff, announce it during, and hold it after.

A One Day Agenda

Eight thirty
to four thirty.

Built for twenty to a hundred and fifty people. Stretch it across two days by widening the practice and planning blocks, not by adding presentations.

8:30 – 9:00 · Open

The Number and the Truth

Twenty minutes maximum. Last year honestly, this year’s number, and what is genuinely different about how you will hit it. No slide-by-slide walk through the plan. If it took a deck to explain, it will not survive contact with a Tuesday.

9:00 – 10:15 · Peers

Three Reps, Fifteen Minutes Each

Not top performers giving a victory lap. One deal that was nearly lost and how it turned, one that was lost and why, and one from someone in their first year. Fifteen minutes each, then questions from the floor.

This is the block reps rate highest at almost every kickoff, and it costs nothing.

10:15 – 10:30 · Break

A Real One

Protect it. The hallway conversation after the peer block is where half the transfer happens.

10:30 – 12:00 · Practice

Live Practice, Not Breakout Role Play

Take the two objections that actually cost you deals last year. Put people in front of the room in pairs, ninety seconds each, and let the floor coach. Uncomfortable and far more useful than small group role play nobody commits to.

Have a leader go first and be visibly bad at it. That single move decides whether anyone else is willing to try.

12:00 – 1:00 · Lunch

Unprogrammed

No speaker, no awards, no working session.

1:00 – 2:00 · The keynote slot

The Session About Them, Not the Product

The post-lunch hour is where energy dies, which is exactly why it should be the outside voice rather than another internal update. It is also the only block of the day that is about the person rather than the pipeline.

What works here is not motivation for its own sake. It is the conversation about self-doubt, ownership and the gap between what a rep is producing and what they are capable of. That is the keynote, and it lands harder at one o’clock than it would at nine.

2:00 – 3:15 · Territory

Build the Actual Plan

Working time, not presentation. Every rep writes their own plan for the quarter: named accounts, the specific number, what they will stop doing. Managers circulate rather than present.

People defend plans they wrote. They comply with plans they were handed.

3:15 – 4:00 · Commit

One Change Each, Out Loud

Around the room or by table if the group is large. One specific behavior each rep is changing, with a date. Not a target, a behavior. Targets are already on a dashboard.

The Promise does this on a phone in four minutes if you want them written down.

4:00 – 4:30 · Close

Recognition Last, Then the Date

End on the people who earned it, and then say the follow-up date out loud before anyone leaves the room. Recognition at the end is remembered. Recognition at the start is a warm-up act.

Practical Notes

What separates the ones
that work.

Six Things Worth Getting Right

Half the agenda should not be leadership talking. Count the minutes before you finalize it. Most kickoffs discover leadership has eighty percent of the airtime for twenty percent of the room.

Product training is not a kickoff. It is important and it is a different meeting. Enablement sessions crowd out the two things only a kickoff can do, which are shared belief and honest practice.

Name a bad year out loud. Sales teams have excellent instincts for spin. Saying it plainly in the first hour buys more credibility than any amount of optimism.

New hires need a different first hour. If a third of the room joined since the last kickoff, give them a session of their own before the main event rather than letting them guess at the history.

Do not stack awards at the start. The people who did not win spend the rest of the day at a distance.

Send one page within a day. The number, the two behaviors, the commitments, the follow-up date. Not the deck.

Keeping It Alive

The three weeks
that decide it.

Week one. Every manager references the commitment their rep made, once, in a normal one to one. Not a review, a mention. That is what tells the team the kickoff was real.

Week three. The thirty minute follow-up. Who did the thing they said. This meeting is the whole difference, and it is the one thing almost every organization skips.

Then quarterly. Run a sixty to ninety minute session on one concept rather than waiting a year for the next kickoff. The sales team page names the concepts that land on a sales floor, and every guide is free.

Most people do not fail. They leave too early, usually right around week four.

Chris Sund, You Are Capable of More
Straight Answers

Common
questions.

What should a sales kickoff agenda include?

A short honest opening on the number, a long block of reps teaching reps, live objection practice in front of the room, an outside session after lunch, working time for each rep to write their own territory plan, individual commitments out loud, and recognition at the close.

How long should a sales kickoff be?

One full day works for most teams. Two days is worth it when travel is already involved, but widen the practice and planning blocks rather than adding presentations. More presentation time does not improve outcomes.

Where should the keynote go in a sales kickoff?

Directly after lunch. That is when energy drops and internal content lands worst, and it is the natural place for the one session that is about the people rather than the pipeline.

How do you make a sales kickoff stick?

End with each rep naming one specific behavior change with a date, have managers reference that commitment in a one to one the following week, and hold a thirty minute follow-up three weeks later asking who did what they said.

Should product training be part of the kickoff?

Generally no. Enablement is important and belongs in its own session, because it crowds out the two things only a kickoff can do, which are building shared belief and practicing the hard conversations out loud.

How do you run a kickoff after a bad year?

Name it honestly in the first hour rather than opening with optimism. Sales teams read spin instantly, and the credibility you get from saying it plainly is what makes the rest of the day possible.

Seen On

WOWT 6 News OmahaKCTV5 Kansas City10/11 NOW LincolnWFLA News Channel 8 TampaLocal 5 WOI Des MoinesDakota News Now Sioux FallsKXAN Austin
ForbesInc.US Business NewsCEO WeeklyKIOS-FM Omaha Public RadioHRTechEdge

Chris has taken this material onto morning television in seven markets, and writes for Forbes and Inc.

Chris Sund seated holding his book You Are Capable of More
The Newsletter

When I’ve got something worth sending.

Just a story or an idea I picked up that I think will help you.

Sometimes that’s twice in a month. Sometimes it’s not for a while.

Sign up for You Are Capable Of More