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
- Coaches Corner Clarity Sessions
- Testimonials
- Fast Action bonus
- Group enrolment
- Pitch
- Re-pitch
- Keep Tension
YOUR EVENT SCHEDULE
- Team Prep/Roles
- Outline
Agenda – Thursday, September 8
Planning/Filling the Event
- Confirm team availability/scheduling
- Planning Schedule
- Sales Page
- Sales Letter
- Free/Friend Ticket
- Promotional Emails (list to offer)
ATTENDEE SHOW UP - Butts in seats
- Process to confirm/invite a friend
- Email follow up
- Text message reminders
- Dashboard with Daily Handout
- Attendee Welcome Call Script
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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