Re-Thinking the National Sales Meeting: How to Run a Virtual Kickoff During a Pandemic


P1000382 5
Senior Product Marketing Manager, Allego
ChFC®, CLU®, CFP®, LUTCF®, EVP, Retirement, Ash Brokerage
Webinar Recording Details
  • Date and Time
    Thu, Nov 12, 2020 at 11AM Pacific / 2PM Eastern
  • Duration
    1 Hour
  • Cost
    $0 (Free)
  • Want Access?
    Register to view the recording.


Sales kickoff season is here. Do you know what your meeting will look like this year?

Pre-pandemic, you flew your team in to celebrate past successes, train, and motivate everyone for the next twelve months.

But companies around the globe had to cancel in-person sales kickoffs and training sessions to help prevent the spread of COVID-19.

Business uncertainty and budget pressures remain high. This meeting might be the most important one you’ve ever planned.

You know you can’t rely solely on live video conferencing. Hosting long days of live calls is not the way to run a virtual sales meeting. You’ve got to keep your teams on track and prepare for 2021.

Join us on November 12, 2020 at 2:00 PM ET to learn how to plan a virtual sales meeting and maintain your momentum in today’s uncertain climate.

You’ll learn how to:
  • Ensure that your sellers get the kickoff they need to be productive—despite the pandemic
  • Transform in-person sessions and live video into virtual training at scale
  • Choose the best format for live and on-demand content
  • Equip your reps with the ability to practice messaging and receive coaching across time zones and remote locations
  • Foster connections and engagement when you can’t meet in person

Don’t let meeting cancelations and geographically dispersed teams disrupt your plans. See how you can plan and deliver an outstanding kickoff that will set your team up for success and keep them safe when you can’t gather in person.

About Jake Miller

Jake Miller joined Allego after commercial launch to help establish product marketing and lead ongoing strategic use case development and commercialization efforts. Jake is passionate about sales performance and incorporates his experience as a salesperson in the commission-only high-ticket retail world into his approach for product marketing at Allego.

About Mike McGlothlin

Mike McGlothlin, ChFC®, CLU®, CFP®, LUTCF® is an author, industry-renowned speaker and expert in growth strategies for financial professionals of all levels and business models. He is the author of three books. His book, Free Throws for Financial Professionals, reached the Amazon bestseller category in October 2018. His book series, Winning Strategies, outlines the new rules for retirement planning along with ideas to succeed in the financial services business. He has been featured in Forbes, at Olivet College, the Society of Financial Service Professionals, and other industry articles. 

Mike frequently speaks at industry and virtual meetings such as the Society of Financial Service Professionals and National Association of Insurance and Financial Advisors. He was awarded the Trailblazer Award by Allego for his innovative use of video training from the Boston-based firm.


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