AssetMark

Overview

One of San Francisco's fastest-growing companies turns to ProActive two years running to create a seamless incentive trip for high-level customers and their guests. Program alternates between San Francisco and Chicago annually.

Challenge

Deliver one-stop shopping - negotiate hotel contract, vendors, entertainment, décor, venue - the works. Create high-touch, engaging and educational three-day experience.

Solution

Build in cost efficiencies as local provider. Design diverse activities—golf, boat cruises, culinary classes and more.

Results

High marks for overall communication, especially user-friendly online registration system. 100% satisfaction with hotel selection. Continued partnership into the future.

Services

Creative

graphic design for signage and collateral, welcome packets, website development

Event Management

site selection, vendor negotiation and management, online registration, activities and excursions, food and beverage management, transportation