Bahia Resort Hotel
998 West Mission Bay Drive
San Diego CA 92109
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| Time | Day 1 : Tuesday, March 11, 2025 | Presenter(s) | Location |
|---|---|---|---|
| 1:30pm – 2:30pm | Lunch and Arrivals | Ventana | |
| 2:30pm – 2:40pm | Welcome and Event Agenda | Justyn St. Clair | Shell |
| 2:40pm – 3:40pm | 2024 Year End Review / 2025 Company Vision and Goals | Rich Wyckoff | |
| 3:40pm – 4:25pm | Plan To Make Plan: | Senior Leaders | |
| Sales | Mike Ochoa | ||
| Commercial & Industrial | John Harrison | ||
| Professional Services | Anthony Tippins | ||
| Commercial Light | Jay Parker | ||
| 4:25pm – 4:45pm | Phoenix Project | Jay Parker and John Harrison | |
| 4:45pm – 5:00pm | Break | Ventana Room | |
| 5:00pm – 5:10pm | Sales Pursuit Success Profile | Justin Vidal | Shell |
| 5:10pm – 5:40pm | MECC Welcome and Intro | Dustin Culver | |
| 5:40pm – 6:00pm | Sales Awards | Sales Leadership | |
| 6:30pm – 9:00pm | Cocktail Reception and | Bahia Belle Sternwheeler: | |
| Team Dinners | BD Team: Upper Tier | ||
| AM Team: Bottom Tier |
| Time | Day 2 : Wednesday, March 12, 2025 | Presenter(s) | Location |
|---|---|---|---|
| 7:30am – 8:30am | Breakfast | Ventana | |
| 8:30am – 8:40am | Day 1 Recap and Day 2 Agenda | Justyn St. Clair | Shell |
| 8:40am – 9:00am | 2025 Sales Engine to Win | Justyn St. Clair | |
| 9:00am – 9:30am | Industrial Strategy / Update | Scott Ercole | |
| 9:30am – 10:00am | Sales Ops Updates and Future Roadmap | Igor Tischenko | |
| 10:00am – 10:15am | Break | Ventana | |
| 10:15am – 11:00am | Professional Solutions Sales Strategy | Anthony Tippins, Standa Soucek, Cole Squiers and Scott Ercole | Shell |
| 11:00am – 12:00pm | Professional Solutions Team Selling Breakout | ||
| Group 1 | Anthony Tippins and Standa Soucek | Shell | |
| Group 2 | Cole Squiers and Scott Ercole | Ventana | |
| 12:00pm – 1:00pm | Lunch | Ventana | Ventana |
| 1:00pm – 1:30pm | Marketing Updates – Future Roadmap | Vanessa Lepice | Shell |
| 1:30pm – 2:00pm | Pitch & Business Presentations | Ally O’Dell | |
| 2:00pm – 2:20pm | VOC | Igor Tischenko | |
| 2:20pm – 3:05pm | Elevator Pitch: | ||
| AM Group 1 | Ally O’Dell | Shell | |
| BDM-EBDM-ISE Group 2 | Mike Kunes and Scott Ercole | Ventana | |
| 3:05pm- 3:20pm | Break | Ventana | Ventana |
| 3:20pm – 4:50pm | Sales Team Session: | Vanessa Lepice | Shell |
| Probing for Success | |||
| Buyer’s Persona & Journey | |||
| 4:50pm – 5:00pm | Report Out | Shell | |
| 5:45pm | Transportation to Dinner | Lobby Driveway | |
| 6:00pm – 8:30pm | Team Event & Dinner | Offsite |
| Time | Day 3 : Thursday, March 13 2025 | Presenter(s) | Location |
|---|---|---|---|
| 7:30am – 8:30am | Breakfast | Ventana | Ventana |
| 8:30am – 8:40am | Day 2 Recap and Day 3 Agenda | Justyn St. Clair | Shell |
| 8:40am – 9:10am | Sales Approach and Plan | Mike Kunes | |
| 9:10am – 10:10am | Break Out Sessions: | ||
| BDM: Market Map Implementation – Sales Exercise | Shell Room | ||
| AM: BI Dashboard, VOC, Formal QBR Format | Ventana Room | ||
| 10:10am – 10:30am | Break | Ventana | Ventana |
| 10:30am – 11:45am | Guest Speaker | Jake Olson | Shell |
| 11:45am – 12:00pm | Report Out | ||
| 12:00pm – 1:00pm | Boxed Lunch and Departures | Ventana | Ventana |
Questions? Need Service?
Reach us directly for service requests at 866-417-6586, or fill out the form . Our team is ready to respond swiftly and answer any questions you may have.
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