Private Client Retreat

Thursday, September 9-Friday, September 10
9:00am – 3:00pm PDT | 12:00 – 6:00pm EDT

Keep your cameras on during the event so you can fully engage, connect and have a fun, valuable virtual experience!

Agenda – Friday, September 9

YOUR EVENT CALLS TO ACTION

YOUR EVENT SCHEDULE

Agenda – Thursday, September 8

Planning/Filling the Event

ATTENDEE SHOW UP - Butts in seats

Planning Out Content

  • Heart and Head
  • Day 1
  • Day 2
  • Day 3
  • Throughline or core premise

your event schedule

  • Team Prep/Roles
  • Outline
  • Grounding/Intentions
  • Orientation Lunch for New Buyers

EXPERIENCE

  • music/playlist
  • Zoom support
  • Zoom backgrounds
  • Team names – DYG
  • Attire
  • Attendee Change names
  • Read the room, where do I need to go? Pivot.
  • Camera on
  • Debrief
  • Grounding/Intentions
  • Orientation Lunch for New Buyers
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