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2026 Key Account Retreat Survey

We value your input and want to make this retreat even better next year. 

Fill out out the survey below and let us know how we did!

2026 KA Follow Up


Rate Classroom Breakouts

5 Being Most Valuable and 1 Being Least


The Producer Equation
Brand Foundations
Client Retention
Client Expecatations

Rate Round Table Discussion Breakouts

5 being most valuable and 1 being least
Acquisitions 101:
Transitioning From Producer to Business Owner:
Client Expectations: Protecting Time & Scaling Service:
Client Retention: Scaling Loyalty Without Scaling Work:

Rate Each Event

5 Being Most Valuable and 1 Being Least


Respond to Each Statement Below

5 = Geatly Agree 4 = Somewhat Agree 3 = Neutral 2 = Somewhat Disagree 1 = Greatly Disagree

The location was convenient and easy to navigate.
The content and topics were timely and relevant.
I enjoyed the networking activity at Chicken and Pickle.
I enjoyed hearing from outside speakers.
I enjoyed the food options.

Additional Questions


What mainstage presentation was the most valuable to you? 
Do you wish the breakouts were...




Would you like the opportunity to schedule an AEP disruption meeting?
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