Melissa Chris ideas:
SEO- we should have 1 day completely dedicated to this 
Google my business ( hector via zoom)
Photoshop basics ( Chris or Julian)
Email automations ( I’ll teach this )
Social media ( CJ)
Upselling (Chris)
Front desk best practices (Lisa)
How to deal with difficult clients (Lisa)
How to deal with difficult Zelig’s (Lisa) 
Tech basics / short cuts ( Julian) 
Different types of personalities and how to deal with them for clients ( I have someone in mind that could zoom but also I could do some research with this)
Canned responses ( Chris and Whitney) 
Client nurturing ( Chris CJ ) 
Uploading blogs to sites (Melissa ) 
Useful tools and extensions for SEO, ads, graphics, etc ( Chris Melissa ) 

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Fun games and competitions 1X a day winners will win envelope with money ( random amount because the gambler in me loves mysteries) 
Most clever ad creative & copy for CS, emsculpt, and Invisalign
Most clever post for Medstar’s ig and FB 
Most clever email blast for Medstar

We could split in teams of 2 for this
——
Meetings
How we can improve communication on basecamp, email, etc. 
How we can improve our social media and website 
Individual goals & company wide goals & game plans 
Packages that Medstar will provide 
Thoughtful gifts and cards we can send to reps, potential clients, and clients

Whit this is great. Thanks. Will employees all be in at the same time?

SEO- we should have 1 day completely dedicated to this
Google my business ( hector via zoom)
Photoshop basics ( Chris or Julian) (seeing this really is a specialty, it would make more sense to me to learn about canva basics, or at least visual ad basics.
Email automations ( I’ll teach this )
Social media ( CJ)
Upselling (Chris)
Front desk best practices (Lisa)
How to deal with difficult clients (Lisa)
How to deal with difficult Zelig’s (Lisa)
Tech basics / short cuts ( Julian)
Different types of personalities and how to deal with them for clients ( I have someone in mind that could zoom but also I could do some research with this)
Canned responses ( Chris and Whitney)
Client nurturing ( Chris CJ )
Uploading blogs to sites (Melissa ) Would it make more sense just to have a basic wordpress tutorial?
Useful tools and extensions for SEO, ads, graphics, etc ( Chris Melissa )  Since were already covering seo, ads, graphics, etc, lets just list the useful extensions while we teach these areas.

—-
Fun games and competitions 1X a day winners will win envelope with money ( random amount because the gambler in me loves mysteries) we should get $2 bills and gold dollar coins. This makes it more novel.
Most clever ad creative & copy for CS, emsculpt, and Invisalign
Most clever post for Medstar’s ig and FB
Most clever email blast for Medstar

We could split in teams of 2 for this
——
Meetings
How we can improve communication on basecamp, email, etc. basecamp sucks
How we can improve our social media and website 
Individual goals & company wide goals & game plans 
Packages that Medstar will provide 
Thoughtful gifts and cards we can send to reps, potential clients, and clients

Chris whitney.zelig@gmail.com  

How about we send to clients before the retreat for two reasons: it will encourage clients to leave us alone. It will project value

Dear [Client]

We love having you as a client. So much so, we are leaving you...for two days as we take the medstar team into the secluded Utah Mountains for our annual Z3 training summit.  

Best practices for digital marketing are constantly evolving. To stay on top of our game, our team is scoring the latest data and improving our strategies so they remain at the forefront of our industry.

Were excited to learn even better ways to help your business grow. During the Z3 summit, we may not be immediately available [SPECIFIC DAYS.] Of course, you can still get a hold of us by cell phone [NUMBER] for pressing matters. Barring this, we'll get back to you first thing next week. 

As always, Thank you. We really appreciate your business

I have seperation issues from our clients. I think we should just block our calendar out 

especially since we have lots of new clients

Of course block those calendar days out. If we want to accomplish even a little bit of those goals listed, were going to have to invest the time. Meaning, working on it and not clients.

I saw we only send that out to a specific list of clients who bug us all the time