BAG · Universal Orlando · Event Sales

The Sales Operating System

Identify the Opportunity.·Install the System.·Create predictable revenue.

Three parts, one system & a communication framework — built for the Universal Orlando Event Sales team. Hire right, sell the event, lead your people, and earn the reply.

Part I

Identify the Opportunity. Install the System.

Second order thinking.

Use these questions to evaluate and strengthen the Event Sales operating system.

Every "No" is an opportunity to grow. Tap a check as you go — where you land tells you where to work.

Part II

The Solution

Selling with Awareness — the shift from pitching to understanding.

5Their NeedsWhat 5 things need to be true? 3Your ActionsWhat 3 things can I do? 2The ContrastWhat 2 things must we measure? ▾
5-3-2 = 0 — The Simple Math of Great Sales
Listen to learn. Not to respond.

Most sales methodologies teach people what to say. This one teaches people how to think.

There are three kinds of awareness. Tap each to open it.

🧭
Internal Awareness
Know for Yourself
How clear are you on what's important and why?
Before every call, tour, or renewal conversation.
Open ▾

Clarity

  • What is this event actually supposed to accomplish?
  • What would make this conversation worth their time?
  • What do I want to be true when we hang up — a hold, a site visit, a date?

Motive

  • Why does this event matter — attendance, revenue, membership, morale, or a milestone year?
  • Why now? A rotation decision, a budget cycle, a competition season, a board vote?
  • Why should they trust us with it — what have we earned so far?

People

  • Who has a say — Decision Maker, Guardian, User, Coach?
  • Who carries the day-of stress — the planner, the program lead, the chaperones?
  • Who haven’t I accounted for — procurement, finance, a third-party planner, the housing bureau?

Measure

  • How will they know it worked — attendance, spend, feedback, renewals?
  • Where have they been going — another destination, another venue, a planner?
  • What are they judged on — budget, attendee experience, or the story told after?

Movement

  • What am I asking for — a site visit, a courtesy hold, a proposal?
  • What’s the smallest commitment that keeps this moving?
  • What do I owe them when we hang up, and by when?
CreatesClarity→Focus→Action
👁️
External Awareness
Read the Room
Who has a say & what role do they play?
What mode are they in & what's their win?
Open ▾
Identify — who has a say
Decision Maker — Exec Director / Owner / BoardGuardian — Procurement / Finance / Housing bureauImpact Owner — Event manager, program lead or coachCoach — The planner or champion inside
Uncover — what matters most
What they thinkHow they feel
MoneyTimeRiskStatus

Let’s stop asking “What question gets me a site visit?” & start asking “What question uncovers their Mode?”

The best questions are simple, conversational, and easy to answer — the kind that don’t feel like discovery. Work them in this order, and each answer opens the door to the next:

Situation→Mode→Improvement→Hook

Establish context without sounding like discovery.

  • What do you know about the program so far?
  • Where have you taken it in the past?
  • How many are you expecting, and who’s traveling?
  • Are you planning this internally, with a planner, or both?
  • Has anything changed since last year?
  • What’s hardest to get right with a group this size?
  • What are you focused on this year?

Where most of us struggle. Instead of asking about facts, ask about experience — these seven tell you almost everything about their Mode.

  • How’s that been working for you?
  • How do you feel about where the planning stands today?
  • What’s been the biggest challenge?
  • What’s been the most frustrating part?
  • What’s taking more time than it should?
  • Where do you feel the most pressure — budget, attendance, or the attendee experience?
  • If you could change one thing about the last one, what would it be?

People don’t buy the venue. They buy improvement.

  • What would make this program a success?
  • What’s most important to improve from last year?
  • If the whole thing went exactly right, what changes?
  • What would make the biggest impact on your attendees?
  • What’s costing you the most today — time, budget, or attendance?
  • What would free your team up on-site?
  • Where do you think the greatest opportunity is?

Timing separates a real opportunity from a someday.

  • Why is this important now?
  • What’s driving the timing — a date, a budget cycle, a season?
  • What happens if nothing changes?
  • When do you need dates and space confirmed?
  • What made this move to the top of your list?

Know who matters before you go further.

  • Besides yourself, who else is involved in the decision?
  • Who ultimately signs?
  • Who runs it on-site?
  • Who else would want to weigh in — finance, procurement, the board?
  • What does success look like for them?
🪝 The HookOnce you’ve heard their Situation, Mode, and Improvement — the hook writes itself. Offer a next step that fits what they just told you, and turn it into a warm, informed next conversation.
Build the Hook

“It sounds like [Situation] is creating [Impact]. If there were a way to [Improvement], would it be helpful to see how?”

“It sounds like attendance slipped last year and the team spent the whole week putting out fires. If there were a way to give people a reason to show up — and take the on-site load off your staff — would it be helpful to see how that would work?”

Mode detection shapes how you ask — to gain their permission:
  • Growth “It sounds like you’re looking to…” → improvement
  • Trouble “It sounds like this is creating…” → relief
  • Even Keel “It sounds like things are working, but…” → possibility
  • Overconfident “It sounds like you’re comfortable with where things are…” → curiosity
Align — before end of conversation

These are the questions you ask the planner — and each buying influence behind them. Decision-Maker phrasing is shown; tap any question to see how to ask the same thing of the Guardian, User, or Coach.

Defines the outcome — clarity

GuardianBudget / Risk
What budget, contract terms, and standards matter most?
Ex: Budget per head, minimums, contracts, insurance
Impact OwnerExecution / Experience
What does the program need to deliver on-site?
Ex: Flow, timing, AV, catering, the attendee experience
CoachInfluencer / Alignment
What would make this a win for your organization?
Ex: Attendee satisfaction, brand, the story people tell after

Reveals the process — reality

GuardianBudget / Risk
How are approvals, contracts, and payments handled?
Ex: Procurement, deposits, insurance, sign-off
Impact OwnerExecution / Experience
How are you planning and running it today?
Ex: In-house vs. planner, past destinations, what’s stressful
CoachInfluencer / Alignment
How do destination decisions get made and championed?
Ex: Who decides, who advocates, past partners, rotation

Identifies friction — truth

GuardianBudget / Risk
Where does risk or exposure typically show up?
Ex: Attrition, liability, contract risk, overages
Impact OwnerExecution / Experience
Where does it get stuck or go sideways on-site?
Ex: Arrival, timing, transportation, catering, headcount changes
CoachInfluencer / Alignment
Where do priorities or opinions conflict?
Ex: Experience vs. budget, brand vs. cost, timing

Tests commitment — decision

GuardianBudget / Risk
If it ran on-budget and fully covered, what changes?
Ex: Protected, on-budget, one trusted partner
Impact OwnerExecution / Experience
If we handled the details, what improves for your team & attendees?
Ex: Less stress, a standout program, more time
CoachInfluencer / Alignment
If this succeeded, what’s possible for future years?
Ex: A repeat partner, referrals, a destination in the rotation
CreatesIdentify→Uncover→Align
🎯
Situational Awareness
Solve for Improvement
Is this account worth pursuing?
The right account — and the right time to pursue it.
Open ▾
Right Fit
Are we the right fit for this group?
  • Group size and profile fit our venues and programs.
  • Their dates work against our calendar and park operations.
  • We solve a real attendance, budget, or logistics problem.
  • Attendance & total spend support the effort.
  • The program is annual or has recurring potential.
  • Opens the door to the whole organization.
  • Access to the planner or decision maker.
  • The destination is the draw — not just any venue.
  • Trust can be earned before contracts are due.
Right Now
Are they ready to solve it?
  • Last year’s program fell short — attendance, energy, or results.
  • They want a destination people are excited to travel to.
  • Planners want it simpler to run.
  • A program or event budget exists.
  • A deposit & contract pathway is clear.
  • Leadership or the board is bought in.
  • Dates are set or close to it.
  • Headcount and space needs are known.
  • Dates won’t hold at this size for long.
Right Fit+Right Now=Opportunity Qualification
Curiosity + Empathy = Context
How you show up before the conversation earns you the right to ask.
Belief + Trust = Content
What they share reveals what really matters.
Context + Content = Contrast
What you uncover reveals the distance between where they are and where they want to be.
Role + Mindset = Reality
Role = how they see the problem. Mindset = how they feel about the problem.
Part III

The Plan

Create Sales Strategists. A leadership operating system for people, teams, and culture.

Great teams don't happen by chance. They're built through a repeatable system.

Take ownership. Don’t blame.
Part IV

Gold for Ghosting

Awareness earns the meeting. This earns the reply.

A communication framework for getting a response without chasing people.

5-Steps to Earning a Response

Tap any step to open the shift — what to stop saying, what to try instead, and why it works.

Select a step above to open it.

The psychology

See it in action
Tap an example to read the full outreach.

A UO Sales Manager reached out to a group after discovering limited information online indicating they were planning a trip to Orlando.

Good Afternoon,

Thank you for choosing Orlando & allowing the City to assist you in hosting The 2026 National Championships! (This is a mutually agreeable fact) On behalf of our Gold Key partnership with the Orange County Convention Center, your group qualifies for discounts up to 40% off Universal Orlando tickets. (Provides unique offer while acknowledging their choice & giving UO credibility)

Would you be against hosting a link for your Teams, Athletes, Coaches & Parents to save on their tickets? (Get your Yes with their No) We also have programs for you to resell them the tickets & raise money for your organization while still offering a substantial savings to the attendees. (Allow two choices, no more. Always two never three.)

If there were a way to provide your group with either one or the above options, what would be the best number to reach you at? (This is an easy to answer question)

Much appreciation,
Name
Title & UO signature line

OutcomeConference Planner called my Sales Manager back that evening on their way home.

A recent graduate from Embry-Riddle’s Engineering program was struggling to get responses to his job applications and resumes. After repeated silence, the outreach was going nowhere — so he changed the approach.

Afternoon Clay, (Email contact at Northrop Grumman he found online)

Congratulations on the launch of Lumberjack! (A mutually agreeable fact) As a recent Engineering graduate from Embry-Riddle Aeronautical University and having heard about its development just over a year ago, I can only imagine how rewarding this milestone must be for you and the team. (Sharing himself as the unique offer & appreciation of someone else’s accomplishment is always adding value)

Would you be against a quick call to share 3 or 4 key decisions that helped shape your career path? (Gets a Yes with their No) Alternatively, I’d be happy to stop by next time I’m in the area to drop off my resume in person. (Allow two choices, no more. Always two never three.)

What would work best for you? (An easy to answer question)

Much appreciation,
Jeremy Jackson

OutcomeContact responded next day, looking forward to connecting with JJ.

A Sales Manager at Medicus Healthcare Solutions received a list of contacts from a colleague who had recently attended a healthcare conference. Using the five-step format, he successfully engaged several of those prospects.

Good Morning Todd,

We both value clinical excellence and sustainable staffing models. (A mutually agreeable fact) As you spoke with Garrett Williams at a recent conference, I understand he discussed our Transition and how it works as a bridge when insourcing a service line or switching between groups. (The unique offer — delivered as information, not a pitch)

If there were a way we could enable Peace of Health Medical Center to make the move to an employed model, ensure full schedule coverage in the process, and improve read turnaround times — would you be against meeting with my VP and I on 11/17? (Got his Yes with a No — and opened with “If there were a way…” not “If I had a way…” which would have subconsciously implied Brian knew more than the prospect)

We will be visiting Peace of Health St. Johns from 11 – 1:30pm on 11/17 to discuss our program for multiple service lines there.

Shortly after we meet to better understand your specific needs, we could move forward with a detailed clinical discussion to assess how our solution would look in execution.

Would a meeting on 11/17, sometime between 3pm – 5pm or a dinner that evening work better for you? (Allow two choices, no more. Always two never three — and easy to answer.)

Much appreciation,
Brian

OutcomeContact responded & Brian began “Problem Solving,” going one for one out of the gate in his email follow-up that day.
✉️ Build your own. Pick the buying influence, their mode, and what they value — the Email with Awareness builder frames your outreach on the 5-Step framework. You bring the specifics. →
Great teams are built, not hired. Reach Out. I Can Help. →
Part V

Simple Shifts

Change the word. Change the answer.

Same question. Different door. Curiosity opens it.

Select a shift above to open it.
✕ Instead of
“Why did you pick that venue?”
✓ Try
“What led you to that venue?”
“What went into that decision?”
Why it works
“Why” asks people to defend a decision. “What” asks them to describe one. Same information — without the wall going up.
✕ Instead of
“Tell me about your event.”
✓ Try
“Help me understand what you’re planning.”
“Help me get up to speed on how the decision gets made.”
Why it works
“Tell me” is a command — it puts you above them. “Help me” makes them the expert and you the student. People are wired to help.
✕ Instead of
“Why do you say that?”
✓ Try
“What makes you say that?”
Why it works
You get the story behind the statement instead of a defense of it. Use it any time they say something you don’t understand yet — it never sounds like a challenge.
✕ Instead of
“Why did you go with them instead of us?”
✓ Try
“Help me understand — what made that the better fit vs. this?”
Why it works
Asks about the choice, not the person. You learn the actual criteria they book on — exactly what you need to shape the right trip.
You’re not softening the question. You’re removing the reason to guard the answer.
Takeaway Tools

What You Take With You

Open it, fill it out, keep it. The system is only worth what gets used on Monday.

📆Footprint Fridays

The weekly cadence. Three accomplishments from this week, six planned for next week, and one teammate who went the extra mile.

Open & fill ↓ Download
📋WITT Report

Prep one opportunity. Frame it, score fit and readiness, map who has a say, and leave knowing what they want to improve.

Open & fill ↓ Download
🧭Strategic Planning One-Sheet

Knowing what to do, how to do it & why it matters. One objective, the two commitments that protect it, the planning matrix, and the honest questions at the end of the period.

Open & fill ↓ Download
✉️Email with Awareness — the builder

Pick the buying influence, their mode, what they value and your timing — the builder frames your outreach on the 5-Step framework. You bring the specifics.

Open the builder →