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Overview of “How Offsite Works”
End-to-end offsite planning services
Written By: Jared Kleinert
Founder/CEO of Offsite
We save you time, money, and stress
when planning team retreats.
(Get started free at offsite.com)
Offsite helps you increase employee engagement,
retention, and alignment. Trusted by…
Over 250+ clients use our end-to-end planning services
More about Offsite:
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Jared Kleinert�Founder/CEO
First 10 employees at 15Five. TED speaker, Fortune 1000 exec offsite facilitator, 3-time award-winning author, and USA Today’s “Most Connected Millennial”.
Kim Ford�Head of Client Success
Career events professional for startups like Zappos, trade associations, and municipal business development districts.
Jake White�Head of Sales
Former Chief of Staff at a nuclear tech startup and hospitality professional at the W Hotel in Scottsdale, AZ.
We are the most experienced team of offsite, hospitality,
and “people” experts in the industry. Helping you will be…
These are just some of our many talented offsite planners. We’ll match you with a Client Success Lead based on group size, destination, and availability.
Harlie Pietrangelo�Client Success Lead
Formerly at Jebbit as a People Ops associate and DEI expert who planned their ~100 person offsites internally before joining Offsite.
Bohdanna Kesala�Client Success Lead
Formerly the Event Curator at the Thiel Foundation, and headed the International Summits program at Singularity University.
Cash Graner �Client Success Lead
Formerly at Bain & Co planning 100-500 person events nationwide and curating award-winning culture across multiple offices.
Maya Lorton�Marketplace Development Lead
Planned offsites as a freelancer for clients including ProductHunt, Brex, and Kayak as well as Super Bowl parties and other large festivals.
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Cash Graner (Client Success Lead)
Kristin Hoogheem (Head of Marketplace)
Kim Ford (Head of Client Success)
Harlie Pietrangelo (Client Success Lead)
Maya Lorton (Marketplace Development Lead)
Click the images above to open each video in a separate tab.
Because “who” you work with is so important,
we asked the team to record quick intro videos…
Benefits of Using
Offsite’s Curated Marketplace:
Pre-negotiated room block rates (20-40%+ off retail rates)
Our marketplace includes over 1000 hotels (and counting!) for groups up to 1000 attendees
Meeting space on-site at most of our partner properties
Inspiring venue options from top boutique hospitality groups
Discounted or waived resort fees, meeting space, Food and Beverage, taxes, etc
Create a free account at offsite.com and
book venues globally for up to 40% off
Click above (or here) to view a demo.
Receive detailed proposals in less than 1 week (often in 24-48 hours).
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Or outsource everything to Offsite through
our end-to-end offsite planning services
Flat Fees
Per-Attendee, Per Offsite. We NEVER charge a percentage of total spend or upsell.
Customized
We don’t funnel you to certain venues, agendas, etc. We do what’s best for you.
Human
No AI or self-managed software. Expert offsite planners help you at every step.
- “Done for you” venue search, negotiation & contracting
(we pay for ourselves!)
- Source potential properties (across multiple cities, if needed) that fit the scope, budget, and vibe of your offsite.
- Advise on the 3-5 best venues based on previous client feedback, internal data points, and personal experience of select sites and brands
- We negotiate aggressive savings and concessions (save more than our fees) plus favorable clauses like improved attrition rates and payment plans
- Flight booking, travel management, and 24/7 support for emergencies (via our partners at AllFly)*
- Visa planning, ordering, and maintenance (via our partners at Localyze)*
- “Done for you” sourcing and booking restaurants, speakers, facilitators, swag, on-the-ground transport, catering, activities, and more.
- Transparency with contracts and payments (you pay vendors direct, after we negotiate on your behalf and review contracts)
- Pre-Offsite Feedback Forms
- Drafted Email and Slack Comms
- Suggested “Pre-Work” for Company Leaders and Presenters
- Review opportunities for increasing employer marketing (such as capturing photos and video you can use on your website, job boards, etc)
- Triple-check logistics with all vendors to ensure things run smoothly
- On-the-ground support included for 100+ attendees, available for smaller groups upon request*
- Troubleshooting and triple-checking all logistics with vendors
- Stay focused on the offsite at hand, engaging with your team and generating meaningful ROI while we sweat the details and run the show
- Post-Offsite Survey and wrap-up budget, vendor comms, etc
Venue Selection
Onboarding
Agenda Creation
Logistics
Prep Your Team
High ROI Offsite
*Additional fees may apply as we partner with outside vendors that you would pay directly
Proposal
- Review proposal and case studies
- Determine if you wish to proceed with our end-to-end offsite planning services or begin venue searches with a free account to search our marketplace
- Request contract (for end-to-end planning services only)
- Review and sign contract
- Celebrate! You just saved yourself (and your company) a lot of time, money, and stress…
- Meet your dedicated Client Success Lead and kickoff your creative partnership
- Review Offsite processes (including our onboarding dashboard)
- Align internal stakeholders (such as the C-suite) to confirm budget, attendee count, goals, and desired destinations shared during sales process
- Prep Pre-Offsite Survey to send your team for dietary preferences, travel sensitivities, employee engagement scores, and more
- Leverage “best practice” across hundreds of the world’s top companies we’ve planned offsites for
- Customized agendas based on the objectives for your offsite, helping you generate higher ROI (like increasing cross-dept collaboration, strategic planning, building trust, etc)
- We train you/your team on how to facilitate your own retreat, and we can also help you find outside speakers/facilitators.
- Suggest activities, vendors, and more based on your budget and goals
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Venue Search, Recommendations, Negotiation, and Contracting | | | |
Dedicated Client Success Lead | | | |
Agenda Creation For Higher ROI Offsites (leverage “best practices” from 100s of offsites, including many of your same size & business objectives) | | | |
Vendor Selection (save time & money with our library of vetted vendors) | | | |
Budget Creation and Management | | | |
Vendor Management (managing all logistics before, during, and after offsites; for highly custom events and to maximize time savings) | | | |
Priority Support (Slack support, site visits if required, weekly Zoom meetings scheduled in advance, same CSL for all events) | | | |
Flexible Payment Plan, Best Value Cadence Plans come with locked-in, lower per-person pricing, and higher ROI as we can plan ahead with you for all your offsite needs company-wide | | | |
Curated
Cadence
Concierge
Flat fee pricing (never hidden fees, % of total spend, etc)
$250/person
$275/person (per offsite)
$350/person
Ready to plan your next offsite?
Click here to book a discovery call.
We’d love to help you and your team!
jared@offsite.com
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Questions? Please contact me anytime!