​​

Tuesday, January 28

​

Registration/Breakfast

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

​

Day 1 Sessions

9 AM: Welcome Remarks

​

9:30 AM: Keynote from BJ McKay of ADVISA

In his keynote, BJ McKay will talk about great and challenging relationships, with the goal of giving attendees tools to build better trust in their relationships with potential customers, including authenticity, listening, consistency, predictability, and more. Attendees will come away from the keynote with relevant and actionable learnings they can put into place immediately in their prospecting and sales process.

​

11 AM: 15-Minute Break

 

11:15 AM: Yembo How-To and Q&A

This session will be a training for salespeople and marketing folks on what the Yembo system entails; why it is helpful; and how to use it for surveys, estimates and follow-up communications. The RSDs will add insight into how move consultants can still build relationships with customers even if they choose an AI survey.

​

12 PM: Luncheon

​

1 PM: AI Workshop with Harrison Painter of BLAiZING Academy

The process of generating leads, scheduling appointments, visiting the homes, and following up with estimates is very linear, which lends itself toward utilizing AI in certain aspects, especially when it comes to follow-up after sending the estimate to the prospect.

​

Since many of our salespeople are responsible for generating at least some of their own leads, marketing automation and email workflows could be great additions to their current practices, as well as to the practices of our marketing specialist attendees.

 

In this session, Harrison will show attendees how to log into ChatGPT, what to type in to get a certain result, etc., so they can immediately start using AI to make their work lives easier and more consistent.

​

3 PM: 15-Minute Break

 

3:15 PM: The Customer Experience

While building your relationship with the customer, you guide them through the move process, setting their expectations. You need to know what they’ll experience beforehand so you can tell them what to expect.

• Wheaton | Bekins Connect – April Milner will outline the new lead management and appointment setting program and answer questions about adapting it in your agency.

• See what your customer sees in terms of Bill of Lading emails – Candice Stahl will share screenshots of exactly what customers see when they click the link for the Bill of Lading. She will distill the instructions into clear instructions for attendees in person and also refer move consultants to the video tutorial to learn more and to help them explain to customers.

• Customer Financing via Enhancify – Roger Wise will share statistics about customer financing and how move consultants can explain the program to customers, so their expectations are met throughout the process. Marketing-focused attendees will also learn how they can use the partnership in their messaging as a USP.

• Relocation Ready Package – Todd Emrick will explain the new lump sum program and how move consultants can lay it out for customers.

 

5 PM: 1-Hour Break

 

Dinner & Entertainment

6 - 9 PM: The dinner event will feature a Silent Disco! If you've never been to one before, you're in for a fun surprise. You must RSVP for this event during registration.

​

Wednesday, January 29

​

Registration/Breakfast

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

​

Day 2 Sessions

9 AM: Van Line Department Intros

Aaron Roth offers a quick rundown on what his department does and when move consultants or marketing specialists might need to call Customer Service.

​

Marci Poynter quick rundown on what her department does and when move consultants or marketing specialists might need to call Revenue Accounting.

 

Doug Robinson offers a quick rundown on what his department does and when move consultants or marketing specialists might need to call Operations, including Traffic, Safety, or Driver Services.

​

Laura Pung offers a quick rundown on what his department does and when move consultants or marketing specialists might need to call Claims.

​

9:45 AM: Breakouts

​

Sales topics presented by April Milner, Roger Wise and Paul Salmon will include in-home best practices, handling objections, probing questions, and more.

​

Marketing topics presented by Jaymie Shook and Madi Hill will include Owned, Earned and Paid media, Technical, On-Page and Off-Page SEO, and more.

​

12:30 PM: Luncheon

​

1:30 PM: Planning Your Networking Initiatives

During this session led by Todd Emrick, attendees will discuss choosing groups to network with, selecting the referral partners that will have the highest ROI and using your CRM or other methods to create a follow-up chart. 

​

Todd will explain to the group why -- among other target groups, such as real estate agents, senior move managers (especially NASMM members), BNI groups, local chamber events, etc. --luxury apartments and property management companies should be on your networking list. 

​

2:30 PM: The 5 Main Reasons People Miss Their Sales Goals

Todd Bolster is Senior Vice President at an Indianapolis marketing firm called The Basement. His firm does work with national companies and organizations all over the country. His talk will help attendees uncover habits they may have that hold them back from meeting their goals and how they can change those habits.

​

3:30 PM: 15-Minute Break

​

3:45 PM: Closing Remarks

Roger Wise will sum up lessons from the past two days, encouraging attendees to implement the tools they've been given during the event. Then April Milner will close out the session. 

​

4:30 PM: 90-Minute Break

​

Awards Dinner

6 - 9 PM: At our final session of the event, the van line will recognize all our 2024 Presidents Club, Leaders Club and Achievers Club members at the Awards Dinner Wednesday night. You must RSVP for this event during registration.

​