How to ace your annual SKO: The six essential steps for a high-impact sales event

A step-by-step guide to planning a powerful sales kickoff that motivates your sales force and drives measurable results.

November 1, 2024

A successful sales kickoff (SKO) is more than just an annual meeting — it’s a powerful catalyst that aligns your revenue team, ignites motivation, and sets the tone for the year ahead. This isn’t about checking a box; it’s about leveraging your SKO to drive business impact across your organization.

The right tools are crucial for every step of planning and execution, and with Showpad, you gain a centralized platform to keep resources organized and essential information easily accessible for the entire team.

In just six steps, execute an unforgettable SKO that delivers measurable results.

Start with the why by defining your event’s purpose

Before diving into event logistics — hotel arrangements, guest speakers, happy hour menus — nail down the objectives for your SKO.

Ask yourself: What’s the key takeaway our revenue team should walk away with? Whether your focus is unveiling a new product or service, making a convincing ROI argument on value-selling, or reinforcing a broader company-wide strategy, clarity here is essential.

Next, ensure your leadership team is on board with this goal. This focus keeps your session themes sharp, your related content on point, and your revenue team energized. 

This is also the time to craft your post-SKO content governance plan. SKO makes the perfect annual milestone to review and deprecate outdated materials, keeping your sales library up to date and ready for the coming fiscal year.

Finally, consider using Showpad to create a centralized hub for these objectives and event materials, keeping everyone on the same page and ensuring important messages are easily accessible before, during, and after the event. A Showpad Homepage ensures SKO info is clear and engaging, helping your revenue team absorb and retain key messages and intel.

Build pre-SKO buzz by setting the stage for success

Your SKO doesn’t start the day your team walks through the door — it starts weeks in advance.

With an SKO structure built on Showpad, you can then populate it with Pages — where enablement truly comes to life through the creation of learning materials for your reps. Pages can highlight SKO schedules, new concepts, and related recordings, making them invaluable for SKOs.

A display of an SKO agenda built on a Showpad homepage.

Create a Page in Showpad to house SKO essentials like agendas and session recordings.

With Showpad’s Atom tool, you can tag and organize all these SKO-related materials — like workshop pre-reads, new product tutorials, speaker bios, meeting agendas — making them easy to find and easy to share for cross-functional colleagues. This helps your team come to the event ready to dive into deeper discussions and hands-on learning.

Pre-event polls can also be managed through Showpad, providing valuable insights into your team’s readiness and helping tailor your SKO agenda. This not only gives you a clear view on how well the pre-SKO activities were received but also helps refine future planning. And with Showpad’s Announcement feature, keep the whole sales org up to speed with the latest info — confirmed speakers, venue updates, theme dress codes — every step of the way. With just a few clicks, share real-time SKO updates to automatically notify your reps in-app and via email.

An example of an email announcement for SKO.

As your SKO approaches, build the hype with Showpad’s Announcement feature.

Break down silos by collaborating across departments

Sales doesn’t win in isolation, and neither does your SKO. Involving key colleagues in your programming — like marketing, product, and customer success leaders — helps create an event that feels cohesive and mission-critical to your entire organization.

When you create space on the SKO agenda for collaborative workshops or cross-functional sessions, you break down silos, help teams see the bigger picture for the year ahead, and ensure every department is rowing in the same direction.

Customize the experience by segmenting your audience

Your salesforce isn’t a monolith, so your SKO shouldn’t address them as one.

Tailor sessions based on roles, regions, and seniority to ensure the content is relevant to attendees. Incorporating a variety of learning formats — like skill development workshops, role-playing exercises, and breakout groups — also keeps teams engaged, especially during multi-day SKOs.

Showpad can delineate content delivery to ensure personalized learning journeys for different groups within your revenue team. For example, during our most recent SKO, we utilized Showpad Pages to organize and visualize Regional and Global session tracks.

An example of a Showpad Page leveraged for multiple SKO tracks.

Showpad Pages can also be leveraged to create multiple tracks based on region, department, or seniority.

Make it interactive by going beyond static presentations

Don’t let your SKO fall into the trap of endless slide presentations. 

  • Gamified elements like scavenger hunts, quizzes, or contests, both in-person and virtual, can keep the energy high throughout the event.
  • Self-guided content tours — like with Showpad’s Mapper and Atom tools — make information discovery more fun.
  • Low-key daily video recaps let attendees meditate on the day before bed or over coffee the next morning.
  • Engage your audience with live polls to gather insights on SKO progress, ensuring a collaborative atmosphere. For event managers, Showpad’s reporting tools, such as tag and asset scorecards, track engagement in real time, providing insights into what content is resonating with attendees.
  • Recordings of key sessions give teammates the chance to catch up on any content they missed if urgent customer business pulls them away for part of the programming.
An example of what Showpad's advanced content experiences like Mapper and Atom look like from a customer's perspective.

Showpad’s advanced content experiences like Mapper, Selector, or Atom, at left, can be your interactive SKO destination, linking out to a library of SKO session replays. (Screenshots courtesy of Showpad customer Sitecore.)

Additionally, Showpad’s Pitch IQ feature is a great tool to create some healthy competition on your team during SKO. These lively pitch sessions invite attendees to practice presentation skills in front of a live or virtual audience of fellow sellers, get actionable feedback from the audience, build camaraderie, and even win prizes from their company.

Keep the momentum going with post-SKO follow-ups

An impactful SKO is just the beginning; it carries well beyond the event itself. Keep the energy alive by providing on-demand access to playbooks and follow-up materials. This ensures your team can revisit the content whenever they need to, helping to reinforce what they learned and apply it in their day-to-day activities.

Use Showpad’s push notifications to send reminders or post-event surveys to keep engagement high after the event. Gathering feedback using built-in tools not only provides insights into the event’s success, but also gives you data to improve future SKOs. Tracking participation and engagement through Showpad’s analytics allows you to measure the long-term impact of your SKO and its influence on your team’s performance.

Utilize Showpad Academy, Showpad Help Center, and our customer community forum The Rev for invaluable support and learning opportunities throughout SKO planning process, during the event, and beyond.

By taking a thoughtful approach to your SKO — and leveraging Showpad at every stage — you can transform it into a high-impact experience that drives business success throughout the year.

Download our SKO Planning Checklist for an event that leaves a lasting impression on your team and your business.