Sales Kickoffs & Workshops
MAKE YOUR NEXT EVENT THE ONE THAT MOVES THE NUMBER
Most sessions create energy. Few create change. Winning by Design keynotes and workshops install a shared method your team executes the Monday after. Build them into your annual sales kickoff, or run a single session at a QBR or offsite.
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The Problem with Most Kickoffs and Workshops
Whether it is the annual kickoff or a Tuesday offsite, most sessions feel productive in the room and change nothing after it.
The energy fades fast
Teams leave optimistic. Within two weeks the momentum is gone. Without reinforcement or shared ownership, people return to familiar habits.
The content feels generic
The advice sounds reasonable but it is not grounded in your GTM reality. When the examples do not reflect your customers or your motion, attention drops.
There’s nothing to apply
Stories are interesting. They do not translate into action. Reps leave without a concrete step and managers leave without a tool to reinforce anything.
Results never materialize
The investment is real and performance stays flat. Leaders are left explaining why another session did not move the number.
Two Ways Teams Use Us
A workshop is a working session.
A sales kickoff is a system built around one.
Sales Kickoff Engagement
Your kickoff is the one moment all year that sales, customer success, and solutions engineering sit in the same room. We use it to install a shared method, then stay with you through the quarter to make sure it holds.
Includes a skills diagnostic, keynote and workshops, manager coaching, and 90-day measurement. Backed by an Impact Assurance Guarantee.
See How a Kickoff Works
Standalone Workshop
Not every alignment moment is a kickoff. Teams bring us in for quarterly business reviews, leadership offsites, mid-year skill resets, new-hire cohorts, and post-acquisition alignment.
Same certified trainers. Same frameworks. Same workbooks. Scoped to a single session.
See Workshop Topics
Every kickoff includes workshops. Not every workshop needs a kickoff.
Your Path to a Kickoff That Sticks
Standard Sessions vs.
Winning by Design
Most sessions optimize for inspiration. Ours are designed for application, alignment, and behavior that lasts past the quarter.
Standard Sessions
Emphasis on presentation and thought leadership
Content built for broad audiences, not your motions or roles
Passive listening with little chance to practice
No shared operating language introduced across teams
Generic sales content adapted for subscription businesses
No reinforcement once the session ends
Success measured by engagement scores
Winning by Design
Delivered by certified WbD trainers with real GTM operating experience
Content built around your customers, your motions, and your growth priorities
Hands-on, role-based working sessions with roleplays and breakouts
Built on SPICED and the Bowtie Data Model to create shared language
Designed for recurring revenue and consumption models specifically
Manager coaching and impact-tail check-ins through the quarter
Success measured against the metrics baselined before the kickoff
Inside the Room
Every session is a working session. Reps run roleplays, work their own deals, and leave with a skill they used an hour earlier.
The SKO is a great place and time to roll out a new selling methodology, because we’ve got everyone in the room: sales, customer success, the SEs.
Christina Coyne, Global Sales Enablement Leader @ FastSpring
Workshop & Keynote Topics
Pick one as an anchor, or stack several across a kickoff agenda. Every topic runs as a standalone workshop too.
Full
SPICED
4 hours | AEs, Sales Managers, SDRs, BDRs, Sales Engineers, Sales Ops, Solutions Engineers
Aligns the revenue org around one shared language for discovery and deal strategy, with focused work on Impact, Critical Event, and Decision Process. Reps leave with insight they apply the same week.
Coaching for
Managers
2 hours | Sales & CS Managers, Team Leads, Aspiring Managers
Equips frontline managers to become high-impact coaches. Diagnose performance gaps with the REKS model, build a coaching cadence, and run 1:1s that change behavior.
Impact: Rational & Emotional
2 hours | AEs, Sales Managers, CSMs, SDRs, SEs, Marketing
Strengthens how teams uncover and articulate both rational and emotional impact, so the value narrative resonates with every role in the room.
Discovery Using SPI
(from SPICED)
2 hours | AEs, SDRs, BDRs
Applies the Situation, Pain, and Impact questions inside SPICED, so reps diagnose customer challenges accurately instead of assuming them.
Provocative Selling
4 hours | Sales and GTM Professionals
Builds the ability to challenge customer assumptions and reframe problems without damaging trust. Covers when to introduce a point of view and how to use AI to sharpen it.
Closing: Critical Event & Decision Process
2 hours | AEs, Sales Managers, SDRs, Sales Engineers, Sales Ops, Solutions Engineers
Sharpens the ability to spot and use critical events while navigating the decision process, so reps identify real decision makers and close with less slippage.
SPICED &
Storytelling
4 hours (3 on SPICED, 1 on Storytelling) | AEs, Sales Managers, SDRs, BDRs, Sales Engineers, Sales Ops, Solutions Engineers, CSMs, Marketing
Pairs the SPICED framework with storytelling technique, so reps uncover pain, build urgency, and craft a narrative that reinforces impact in the same conversation.
Custom topics available on request.
Built with Operators and Leaders in Mind
Who These Sessions Are For
- Revenue, sales, and go-to-market leaders planning a kickoff or offsite
- RevOps and enablement teams responsible for consistency and adoption
- Frontline managers who need practical coaching tools
- Cross-functional GTM teams preparing for a kickoff, QBR, or change initiative
- Organizations reinforcing SPICED and the Bowtie in real execution
Format
Onsite at your kickoff location or virtual for distributed teams. Same certified trainers and the same workbooks either way, printed for onsite and digital for remote.
Kickoff engagements are built for 30 or more GTM professionals and scale to full company kickoffs of several hundred, using breakout formats that keep every session hands-on.
One Kickoff, One Investment
Kickoff engagements can combine a skills diagnostic, a keynote, hands-on workshops, onsite delivery, and manager coaching seats, backed by the Impact Assurance Guarantee.
Going further is straightforward. Add a Manager Playbook to codify the coaching cadence, or Skills Adoption Monitoring to track how the new skills show up in real calls for the rest of the year.
Pricing depends on audience size, format, and customization. One short conversation and we will send clear, upfront pricing scoped to your kickoff.
Your Kickoff Date Is
Already on the Calendar.
Let’s Make It Count.
Tell us your date and your goals for the year. We will help you build a lineup that sends your team home with a shared method, not just a memorable week.
We Don’t Win
Unless You Do
Before your kickoff, we baseline performance with a skills diagnostic: a review of recent calls plus six months of pipeline metrics.
Ninety days later, we measure the same indicators again. If they have not moved, we keep coaching your team until they do. No added fee.
That is the Impact Assurance Guarantee. Most training providers will not make it, because most stop measuring the moment the room clears.
We will walk through exactly how we define and measure your indicators on our first call.
Trusted by Leading Revenue Teams


Frequently Asked Questions
What is a sales kickoff (SKO)?
A sales kickoff (SKO), also referred to as a revenue kickoff (RKO), is the annual meeting where a go-to-market organization aligns on strategy, targets, and priorities for the year ahead. It is typically the only time all year that sales, customer success, and solutions engineering are in the same room at the same time. That makes it the highest-leverage moment to roll out a shared selling method, and the most expensive moment to waste on presentations alone.
What is a Winning by Design sales kickoff engagement?
A Winning by Design sales kickoff is an engagement that turns your annual SKO into a measurable performance change rather than a one-week morale boost. It starts with a skills diagnostic on your team’s real calls and pipeline, delivers a keynote and hands-on workshops built from what the diagnostic finds, then continues with manager coaching and monthly check-ins through the quarter. It is backed by an Impact Assurance Guarantee, which means we keep coaching until the indicators move.
How does this add to the kickoff we already run?
Most kickoffs are built around content: a slide deck, a guest speaker, and an agenda assembled in the weeks beforehand. We build around a diagnostic, so the sessions target the specific skills costing your team revenue right now rather than a general curriculum. The larger difference is what happens after, since manager coaching and 90-day measurement are part of the engagement instead of an afterthought.
What is included in a sales kickoff engagement?
An engagement can include a skills diagnostic, a keynote, hands-on workshops selected from our topic library, branded workbooks for every attendee, four manager coaching sessions after the event, and three monthly check-ins through the quarter. It also includes a baseline measurement before the kickoff and a report on movement at the 90-day mark. An Impact Assurance Guarantee covers the full engagement.
Can we book a workshop without a full kickoff engagement?
Yes. Any topic in our library runs as a standalone session for a quarterly business review, leadership offsite, mid-year skill reset, or new-hire cohort, with the same certified trainers and the same workbooks. The Impact Assurance Guarantee applies to full kickoff engagements only, since it depends on baselining performance beforehand and re-measuring it over 90 days.
What outcomes should we expect from a kickoff or workshop engagement?
You should expect your team to leave with one shared method, a specific skill each rep practiced in the room, and managers equipped to reinforce both. Over the following quarter, that shows up in the indicators we baselined: opportunities per month, win rate, deal size, discount, and sales cycle length. Outcomes depend on how consistently your managers hold the coaching cadence after the room clears.
How far in advance should we book?
Most teams lock their content 8 to 12 weeks before the kickoff date, once the location and agenda are set. That window gives us time to run a skills diagnostic against your team’s recent calls and build the sessions from what it finds. Booking closer to the date is possible, though it compresses how much customization we can do.
How long before we see performance change?
Behavior change starts in the room, since every session is a working session where reps practice the skill before they leave. Measurable movement in the indicators typically appears over the following quarter as managers hold the coaching cadence and the method gets used on live deals. We re-measure at the 90-day mark and report what moved.
How is performance measured?
We baseline your team before the kickoff using a review of recent recorded calls plus six months of pipeline metrics. Ninety days later we measure the same indicators again. If they have not moved, we keep coaching your team until they do.
Which roles need to be involved?
The core roles are sales and customer success for the sessions themselves, with frontline managers in the coaching that follows. Executive sponsorship from the CRO or VP of Sales matters, because the method holds when leadership visibly uses it. Enablement and revenue operations are worth including early, since they own reinforcement and measurement after we leave.
What size teams do these sessions support?
Kickoff engagements are built for 30 or more go-to-market professionals and scale to full company kickoffs of several hundred. Larger audiences run in breakout formats so every session stays hands-on rather than turning into a lecture. Smaller teams are better served by a standalone workshop or one of our open-enrollment courses.
Are sessions delivered onsite or virtually, and are materials included?
Both formats are available, with the same certified trainers and the same content either way. Every attendee receives a professionally designed workbook branded with your logo, printed and shipped for onsite sessions or delivered digitally for remote teams. Topics run 2 to 4 hours, and we recommend a format based on your goals and the time your agenda allows.
How do you customize content to our team?
Every engagement starts with a skills diagnostic, a review of your team’s own recorded calls and pipeline metrics. That tells us which skills are actually costing you revenue, so the sessions target those instead of a general curriculum. Roleplays and exercises then use your real deals and your real customers rather than generic scenarios.
What happens after the kickoff ends?
Manager coaching sessions run after the event, using the REKS model to diagnose performance gaps and build a coaching cadence your managers can hold. Three monthly check-ins carry through the quarter, ending with a report on how the baselined indicators moved. The engagement is designed so your managers own reinforcement, not us.
How much does a sales kickoff engagement cost?
Engagements do vary in price depending on scope, company size, and level of customization. Standalone workshops are priced per session and scoped separately from full kickoff engagements. Please contact us for a quote tailored to your business and specific needs.
How do we know if this is the right next step for us?
A kickoff engagement is likely the right next step if your team leaves the annual kickoff energized but performance stays flat, or if sales, customer success, and solutions engineering are working without a shared method. It fits organizations that want measurable movement in a specific skill rather than another memorable week. If your alignment moment is a QBR or offsite rather than a kickoff, a standalone workshop is the better fit.
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