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Tuesday, November 10

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Registration/Breakfast

8 - 9 AM: Check in, pick up registration items, fuel up for the day

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Day 1 Sessions

9 AM: Welcome Remarks

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9:30 AM: Keynote: The Trust Threshold - The Invisible Line Between "I'll Think About It" and "I'm Ready to Sign"

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Nearly every moving company promises the same things: great service, experienced crews, careful handling, and competitive pricing. Yet customers consistently choose one company over another - often before price ever enters the conversation.

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So, what makes the difference?

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This interactive session from Heather Haas, CEO of ADVISA, explores how trust influences buying decisions. Participants will explore three types of trust - character trust, communication trust, and competence trust - and learn key trust building behaviors to help buyers feel safe and certain about saying yes.

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10:15 AM: 15-Minute Break

 

10:30 AM: Diamond Sponsor Introduction

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10:45 AM: Targeting Older Adults in a Changing Longevity Space

 

We'll break into groups of Silver Certified™ agents and non-Silver Certified™ agents to discuss the new trademark and what it means for the network, for individual agents, and for targeting the older adult audience.

 

We'll also talk about the changes within NASMM in terms of what agents need to know and how the changes could impact our network.

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12 PM: Luncheon

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1 PM: How to Make Your Website Your HERO

 

Valve+Meter Performance Marketing representatives Matthew Ludden and Joshua Cook will talk about the impact of the HERO program on the van line brand websites and what agents can do with their local websites to capitalize on and complement that impact.

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2 PM: Agent Expertise Session featuring Alex Arsenault of AMS Relocation

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When we researched customer pain points recently, clear communication came out far and away as the number one issue prospective customers consider when choosing their mover. Alex Arsenault -- a frequent Bekins Presidents Club member -- will map out ideal communications for interacting with a customer throughout the entire estimate and move process, plus how he sets customer expectations from the very beginning. 

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2:30 PM: Agent Expertise Session featuring Keith Moore of Wheaton Moving & Storage

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Everyone is called to do more with less these days, and with the "one point of contact throughout your move" being so important to prospective customers, move consultants can get to feeling overwhelmed with all the tasks on their plate. Keith Moore will discuss back office best practices for booking appointments and surveys and share how he uses different tools to put more time in his day to support his customers.

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​3 PM: 15-Minute Break

 

3:15: Platinum Sponsor Introduction

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3:30 PM: Roundtable Discussions

 

Attendees will have about 15 minutes per topic and will be assigned different discussion groups for each round.

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Sales topics: referral program process; creative ways to get attention from referral partners; creative ways to build trust during/prior to estimates; AI tools you use in your sales process; other challenges

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Marketing topics: asking for reviews; responding to reviews; encouraging user generated content; encouraging AI citations; out-of-the-box lead generation initiatives

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5 PM: 1-Hour Break

 

6 - 10 PM: Dinner & Music Bingo at the Rathskeller

You must RSVP for this event during registration.

For planning purposes, the Rathskeller Restaurant is about a 12-minute walk or a 4-minute Uber ride from the hotel.

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Wednesday, November 11

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Registration/Breakfast

8 - 9 AM: Check in, pick up registration items, fuel up for the day

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Day 2 Sessions

9 AM: International Moving

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Ashley Gorb will give the audience a rundown on what our international department can do right now, as well as looking six months, a year, and three years into the future.

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She will lead attendees through the process for selling an international move and working with Wheaton through the move's completion.

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9:45 AM: 15-Minute Break​

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10 AM: Breakouts

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Sales topics presented by Jeff Ramacciotti, and Paul Salmon, to include speed to lead, sales process, in-home selling, probing questions, and closing types. Ryan Lamar will also present on data-driven leads and partnership from a sales perspective.

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Marketing: Madi Hill and Jaymie Shook will lead attendees through marketing exercises including topics such as brand identity, messaging study results and AI guidelines. Ryan Lamar will also present on data-driven leads and partnership from a marketing perspective.

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12:30 PM: Luncheon

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1:30 PM: How to Scale Your Efforts with AI Tools

There are so many tools available now to give you more time back in your day, so AI can do the busy work and you can get creative. In this session presented by David Inman of Valve+Meter, attendees will learn about those tools and where to use them in your daily efforts.

 

​2:30 PM: AI Pitfalls: When NOT to use AI & Why

We've all seen a plethora of AI slop on our phone screens, and that is the opposite of what we're looking to flood the marketplace with. Jaymie Shook will offer examples of how to use AI well and how it can cause more harm than good. We'll finish up our session by pinpointing places where you as the human should be doing the work and the robots should stay out of it.

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​3:15 PM: Closing Remarks

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3:30 PM: 2.5-Hour Break

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​6 - 8 PM: Dinner & Fun at North Mass Boulder

You must RSVP for this event during registration and sign a waiver to use the rock climbing / gym + sauna day pass.

For planning purposes, North Mass Boulder is about a 6-minute Uber ride from the hotel or a 20-minute walk.