Sales Kickoff Planning
You Run the Strategy.
We Run the Operation.
We plug in alongside your events team to handle every operational detail — hotel sourcing, vendor management, registration, guest comms, on-site execution — so you can focus on content and programming.
Behind Every Standing Ovation
They'll remember the keynote. The dinner on the rooftop. The energy when the whole team is finally in one room.
They won't think about the 10,000 details that made it all feel effortless.
That's where we come in.
Full Service
The Operational Lift We Take Off Your Plate
From the first site visit to the last departure shuttle, we handle the logistics so your team stays focused on strategy.
Full contract negotiation on rooms, conference space, F&B, A/V, upgrades, and comps. Site visits coordinated for leadership.
We become the single point of contact between the hotel and every traveler. Early arrivals, late departures, special requests.
Custom menus, dietary accommodations, and transportation for each venue, all coordinated.
Flight budgeting, airport transfers, group transport. Conditional instructions for locals vs. out-of-towners.
Registration, itinerary, dietary and room preferences, conditional visibility by team assignment. Mobile-first.
Approval gates, variance tracking, full financial reconciliation post-event.
Breakout room maps, session timing, venue transitions, attire guidance. We make sure it runs clean.
Pre-con, run-of-show, vendor management, guest issue resolution. Your leadership stays on stage.
Daily updates, individual outreach, real-time support. Slack, Teams, WhatsApp — whatever works.
Case Spotlight
What a Recent Engagement Looked Like
ClickUp SKO FY27 in San Diego. 370 team members. 14 countries. 5 days. A full hotel takeover at The Westin Gaslamp Quarter, custom branding on every surface, and a private sunset cruise on San Diego Bay.
- 01
Global Destination Search
We evaluated over 80 properties across the United States, Dublin, and Australia before landing on San Diego’s Westin Gaslamp Quarter—the best fit for dates, rates, and conference infrastructure.
- 02
Aggressive Contract Negotiation
Negotiated rooms, meeting space, F&B, A/V, upgrades, and comp structures. ClickUp’s CFO said he “couldn’t believe” the rate we secured. We also coordinated an overflow hotel on top of the main block.
- 03
5 Private Team Dinners
We contacted over 40 restaurants to find 5 that hit every requirement: Allegro, Coco Maya, Il Sogno, Miguel’s Portside Pier, and Queenstown. We handled contracting, custom menus, dietary accommodations, and logistics to get everyone there.
- 04
Admiral Hornblower Sunset Cruise
A private evening cruise on San Diego Bay. Premium buffet, live music, casino floor, and a fully branded experience with vinyl decals, uplighting, a DJ, and captain hats for the crew.
- 05
Executive Experience & Site Visit
Coordinated the leadership site visit, created a curated executive break room experience, arranged welcome gifts for key individuals, and managed multiple rounds of budget revisions with the team.
Full Hotel Takeover
We Made It Feel Like ClickUp Owned the Place
A three-screen main stage that felt truly world-class. Custom branding on every surface. The kind of details that make 370 people feel like they showed up to something special.
See It In Action
ClickUp SKO FY27 — San Diego
Our guests were thrilled with the experience. Execution was terrific, and we spent a lot less per head than last year.
Ed Calnan · Founder & Revenue Leader
How We Work
We're Not a Vendor.
We're an Extension of Your Team.
Most SKO planning companies hand you a proposal and wait for approvals. We join your Slack, attend your planning calls, and operate as if we work for you — because for the duration of the engagement, we do.
We embed with your team — Slack, Teams, WhatsApp, whatever you use
Single point of contact for every vendor, hotel, and guest
We attend your planning calls and weekly syncs
Your leadership never touches logistics — we own the operational runway
Post-event, we deliver full financial reconciliation and next-year recs
Why CFOs Love Us
Transparent, Predictable, Under Budget
Operated by a former investment banker. Clean budgets, no hidden fees, and a track record of coming in under budget on every program.
budget overages across
all programs. Ever.
We’ve Never Exceeded a Budget
Delivering above expectation while staying under budget. These are the KPIs we live by.
Transparent 10% Fee
If your budget is $500K, our fee is $50K. The entire trip comes in at or under $500K, net of our fee. No surprises.
Weekly Budget Updates
Live tracking, approval gates, and variance reporting so you always know exactly where you stand.
Incredible Speed
We turn requests around in hours and hotel bids in days. We can fast-track a full SKO in as little as 10 weeks.
Expansive Hotel Search
We contact every hotel within your requirements to find the best deal, not just the ones we have existing relationships with.
Our Fee Often Pays for Itself
In hotel negotiation and date pattern optimization alone, we frequently save more than our fee costs.
Our Process
From First Call to Final Breakfast
How we take your SKO from concept to execution, together.
4 to 6 months out
Discovery & Destination
Objectives, budget, team size. We model destinations, analyze flight costs, and run a global hotel search.
3 to 4 months out
Negotiate & Build
Contract negotiation, site visits, itinerary planning, dinner sourcing, vendor procurement, platform setup.
1 to 2 months out
Coordinate & Refine
Registration launch, guest communications, flight intake, room list management, branding production.
Event week
Execute On-Site
Full on-site team. Pre-con, run-of-show, vendor management, exec support, guest issue resolution.
1 week after
Wrap & Report
Financial reconciliation, attendee feedback, photo delivery, itemized wrap-up, next-year recommendations.
FAQ