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New Year Sales Kickoff (In-Person SKO) Template

Use our sales kickoff meeting agenda to invigorate your team as you begin a new sales year. Be ready for growth and progress in the new year!

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What’s inside this New Year Sales Kickoff (In-Person SKO) Template:

1 👥 Networking (1 hr)

Coffee, breakfast and time to mingle.

2 📆 Year in review (30 min)

Along with summarizing your past sales year in numbers, this is the ideal time to celebrate wins, highlight industry trends or discuss key changes within your organization.

3 🗣️ Internal speaker (45 min)

With your event theme in mind, choose a member of your sales or marketing team to share a personal success story, provide a marketing update or demonstrate a new product.

4 ✨Short break (15 min)

A perfect opportunity for teammates to network amongst each other and take a water/bathroom/food break.

5 🗣️Client guest speaker (30 min)

Alternatives include a customer feedback video compilation or competitive analysis presentation.

6 🔨 Workshop (1 hr)

This could be a theme-based workshop, brainstorming session or sales or product training.

7 🥗 Lunch (1 hr)

Networking and a chance to catch up on business of the day.

8 🏆 Team-building activity (45 min)

Friendly competition group event.

9 🗣️Keynote or motivational guest speaker (1 hr)

Their presentation should tie to your theme in an inspirational or educational way.

10 ✨ Short break (15 min)

Another moment to network and take a water/bathroom/food break.

11 👥 Guided breakout discussion (45 min)

This could be a roundtable around your guest speaker’s presentation

12 📹 Lighthearted company skit or video (30 min)

Towards the end of the Sales Kickoff, it’s a good idea to show a motivating or funny team video.

13 📦 Sales kickoff wrap-up (30 min)

End your Sales Kickoff with encouraging words from the company CEO, or members of the leadership team.

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Founded in 2010, Pipedrive is the first CRM platform developed from the salesperson’s point-of-view. Pipedrive's platform helps salespeople and teams focus on learning and repeating their most effective process to close deals. Pipedrive helps to provide management and sales teams with more timely, detailed, and accurate sales reporting and revenue projections. Today, Pipedrive is helping more than 95,000 sales teams get more qualified leads into their pipelines and take quicker action on the most promising deals.

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