AT THE SALES KICKOFF
Make the room care.
Mandy brought LinkedIn, social selling, personal branding, and buyer-first outreach into the room with an in-person session built for Carta’s sales team.
CARTA SALES KICKOFF / LAS VEGAS
BOOK MANDY
CARTA / LAS VEGAS SALES KICKOFF CASE STUDY
cartaLUMINETICS
A sales kickoff
that actually
starts something.
How Carta brought in sales kickoff speaker Mandy McEwen for practical LinkedIn sales training, stronger seller visibility, and a plan the team could actually put to work.
Book Mandy for Your Sales KickoffABOUT THE CLIENT
Carta, Inc.
Carta is a private capital platform that helps companies and investors manage equity, ownership, funds, and related workflows.
CARTA.COM01 / SKO SPEAKER + LINKEDIN SALES TRAINING
The sales kickoff
brought the energy.
The LinkedIn sales strategy
made it stick.
Carta is a private capital platform that helps companies and investors manage equity, ownership, funds, and related workflows. At its Las Vegas sales kickoff, the company brought in LinkedIn speaker and sales trainer Mandy McEwen to give its team practical strategies for personal branding, Sales Navigator, relationship-driven outreach, and consistent LinkedIn activity.
The goal was not just to give sellers ideas. It was to give them a LinkedIn sales strategy, practical resources, and a follow-up session once they had something real to work through.
The room got the spark. The sellers got a way to keep going.
HEARD FROM SALES LEADERSHIP
“Mandy gave our team concise, actionable tips to deepen our knowledge around LinkedIn and Navigator.”Cameron Shahabedin Head of Sales, Carta
IN THE ROOMCARTA SALES KICKOFF / LAS VEGAS
HOW CARTA BUILT ITS SKO TRAINING
Sales kickoff trainingthat lasts beyond the event.
Carta paired an in-person sales kickoff session with practical LinkedIn training, usable resources, and a live accountability workshop after the team had time to try what it learned.
AFTER THE SESSION
Give sellers a way to use it.
Profile checklists, message templates, content guidance, and a practical daily routine helped sellers turn new ideas into work they could actually repeat.
TWO WEEKS LATER
Show up when the questions start.
A follow-up accountability workshop created room for live coaching, real examples, seller questions, and specific feedback after the team had time to practice.
WHAT CARTA’S GTM ENABLEMENT LEADER SAID
“I have heard nothing but positive feedback from the team.”
“Thank you again for being here. I have heard nothing but positive feedback from the team. We will definitely talk in the next week or so to see a demo of your program and start planning next steps for training the teams.”
Monica AndrewsDirector, GTM Enablement / Carta
02 / LINKEDIN + SOCIAL SELLING TRAINING
Four LinkedIn sales skills
sellers can actually
put to work.
The 60-minute live session brought together the four skills that make LinkedIn more useful for B2B sales teams: a credible profile, human outreach, smarter prospecting, and a consistent point of view.
LINKEDIN PROFILE OPTIMIZATION + PERSONAL BRAND01
Build a LinkedIn profile buyers trust.
Sellers learned the highest-impact profile updates for building credibility, showing subject-matter expertise, and making a stronger first impression before they ever send a message.
- Profile optimization
- Personal brand positioning
- Thought-leadership credibility
LINKEDIN MESSAGING + FRIENDLY LEADER METHOD02
Start sales conversations without sounding like a pitch.
Mandy’s three-step Friendly Leader Method showed Carta’s sellers how to personalize their outreach, lead with relevance, and start conversations that feel human instead of transactional.
- Personalized LinkedIn messaging
- Earn the right
- Give over ask
LINKEDIN SALES NAVIGATOR TRAINING03
Use Sales Navigator to find the right buyers.
Practical Sales Navigator guidance covered smarter searches, useful lead lists, timely alerts, and the signals that help sellers spot more relevant conversations.
- Smarter prospect searches
- Better lead lists
- Timely account alerts
LINKEDIN CONTENT + CURATION STATION PROCESS04
Create LinkedIn content with a point of view.
The Curation Station Process gave sellers a practical way to share useful ideas, build on company content, and develop a visible personal brand without starting from a blank page.
- Thought-leadership content
- Company content curation
- Consistent visibility
SKO SPEAKER + LINKEDIN SALES TRAINER
A sales kickoff speaker
who turns LinkedIn strategy
into seller action.
Mandy McEwen brought Carta’s sales organization a practical, high-energy session built around what sellers actually need: better profiles, smarter prospecting, stronger visibility, and conversations that sound like they came from a real person.
Talk to Mandy about LinkedIn sales training03 / SALES ENABLEMENT RESOURCES
LinkedIn sales resources
that keep sellers moving.
Carta’s sellers left with practical materials they could put to work, plus recordings of the Carta-hosted sessions they could revisit. No one had to remember every slide to know what to do next.
LinkedIn Profile Checklist
A practical guide to the updates that matter most.
LinkedIn Message Templates
Useful starting points for more personal outreach.
LinkedIn Content Best Practices
Guidance for sharing useful, credible ideas.
The 30-Minute Day Checklist
A simple routine sellers can actually maintain.
04 / LINKEDIN SALES TRAINING + FOLLOW-UP
Sales training follow-up
that turns good advice
into real action.
Two weeks after the first session, Mandy came back for a follow-up accountability workshop. By then, Carta’s sellers had real questions, real examples, and a much better sense of where they needed help.
14 DAYS LATER / FOLLOW-UP WORKSHOP
Turn the first attempt into the next good move.
- Pre-workshop survey to surface real questions
- Live walkthroughs of seller challenges
- One-on-one profile and messaging feedback
- Sales Navigator questions and next steps
- Practical answers sellers could use immediately
05 / Carta SKO Testimonials - Seller Results
What Carta’s sales team said
after the kickoff.
The people in the room were the ones who had to use the advice. Here is what came back from Carta’s sales team.
“ Mandy gave our team concise, actionable tips to deepen our knowledge around LinkedIn and Navigator. ”
Cameron ShahabedinHead of Sales, Carta
“ Took a TON away from it personally. ”
Laura MaddenCarta sales kickoff attendee
David Hopps reported a 50% increase in views after putting the training into practice.
David HoppsCarta sales kickoff attendee
“Your insights were invaluable and truly elevated the event.”Tyler Gonzalez
Carta sales kickoff attendee
CARTA SKO + LINKEDIN TRAINING / FREQUENT QUESTIONS
Carta’s sales kickoff
and LinkedIn training, explained.
What did Carta’s sales kickoff and LinkedIn training include?
Carta’s engagement included a 60-minute, in-person sales kickoff session in Las Vegas, customized LinkedIn sales training, a follow-up accountability workshop two weeks later, Carta-hosted session recordings, and practical seller resources.
What did Carta’s sales team learn about LinkedIn and Sales Navigator?
The training covered LinkedIn profile optimization, personal branding, the Friendly Leader Method for personalized outreach, Sales Navigator prospecting, and the Curation Station Process for thought-leadership content.
What happened in the follow-up accountability workshop?
Two weeks after the first session, Mandy returned for an accountability workshop that included a pre-workshop survey, live Q&A, one-on-one feedback, and practical help with LinkedIn profiles, messaging, and Sales Navigator.
What LinkedIn sales training resources did Carta’s sellers receive?
The team received a LinkedIn Profile Checklist, LinkedIn Message Templates, LinkedIn Content Best Practices, a LinkedIn 30-Minute Day Checklist, and recordings hosted by Carta.
Who was the sales kickoff speaker for Carta’s Las Vegas SKO?
Mandy McEwen, founder of Luminetics and a LinkedIn sales training speaker, led Carta’s in-person sales kickoff session and follow-up workshop. Monica Andrews, Carta’s Director of GTM Enablement, brought the program to the team.
What does a LinkedIn sales kickoff speaker teach B2B sales teams?
A LinkedIn sales kickoff speaker helps B2B sellers improve their profiles, develop a personal brand, use Sales Navigator to identify buyers, write better outreach messages, and build a practical social selling routine.
How can sales kickoff training continue after an SKO?
Sales kickoff training can continue through practical seller resources, recorded sessions, accountability workshops, live coaching, and follow-up support that helps the team apply what it learned after the event.
SKO SPEAKER + LINKEDIN SALES TRAINING
Book a sales kickoff speaker
who gives your team
a plan they can use.
Bring Mandy McEwen in for customized LinkedIn sales training, practical seller resources, and follow-up coaching built around the way your team actually works.
Book Mandy for Your Sales Kickoff
