Sureify Sales and Marketing Offsite

10:30 am - 5:35 pm

Team arrives in Mytrle

6:30 pm

Team Dinner – TACO NIGHT

Meeting starts at 8:45 am

BREAKFAST ON OWN

8:45 am - 9:00 am

Arrive at Meeting Location

9:00 am - 9:30 am

Kick Off

9:30 am - 10:15 am

Working with Si Partners/BD (Ey, Cap etc)

10:15 am - 10:30 am

Break

10:30 am - 12:00 pm

CC Strategy

12:00 pm - 1:30 pm

Lunch

1:00pm - 1:45 pm

CIO/CTO Checklist for Insurers: Build vs. Buy vs. Hybrid

1:45 pm - 2:15 pm

Delivery

2:15 pm - 3:15 pm

How are we growing our exisiting Customers

3:15 pm - 3:30 pm

Break

3:30 pm - 4:15 pm

Implementing CC: footprints & lessons learned, from K & OA)

4:15 - 5:00 PM

Working/Own Time

5:00- 5:45 PM

Go back to your house to decompress

5:45 PM

Leave for restaurant

6:15 pm

Team Dinner – MARLIN QUAY

Post - Dinner

Marsh Walk

4025 Hwy 17 Business
Murrells Inlet, SC 29576

Meeting starts at 8:45 am

BREAKFAST ON OWN

8:45 am - 9:00 am

Arrive at Meeting Location

9:00 am - 9:15 am

Welcome/Outline of the Day

9:15 am - 9:30 am

Q/A and high level where we are with the BOD

9:30 am - 10:45 am

CC Strategy

10:45 am - 11:00 am

Break

11:00 am - 12:30 am

Hierarchy- now what? Account plans for Key accounts

12:30 pm - 1:30 pm

Lunch

2:15 - 3:15 PM

AAA Discussion

3:15 - 4:45 PM

“What do you think the Product team should know that they don’t already know?”

4:45- 5:45 PM

Appetizers/Go back to your house to decompress

6:00 pm - 8:00 pm

Dinner

6:15 pm

Team Dinner – BACKYARD COOKOUT

Post - Dinner

Bonfire & Drinks on the Beach

Agenda