Live Workshop in Dallas, TX

Build Your 2027 Plan

Think bigger. Act sharper.

Dallas, TX | November 9th and 10th, 2026 | Limited Spots Available

Elevate: The Agency Roadmap Workshop

This event is a high-impact, interactive workshop for agency owners to help you gain crystal-clear strategic direction for 2027, develop a roadmap you will actually follow, and ensure long-term execution success.

The event is designed to help owners step away from the daily distractions of their business, gain clarity on their goals, and build a system for executing their vision consistently throughout the year. Unlike traditional conferences that inspire but fail to provide a clear follow-through process, this retreat focuses on actionable strategy development and sustained accountability.

You set goals…but do you actually hit them?

Are your priorities grounded in strategy or buried in busyness?

Are you relying on hustle or a strategy you actually trust?

Do you feel confident that the time invested on your business is moving your agency forward?

A Place to Grow

Elevate is so much more than a typical workshop or conference. It’s an opportunity to expand the way you think about your business, connect with other agency owners who are working toward the same goals, and leave with new ideas, renewed momentum, and a clearer path forward.

Oh, and the food and atmosphere aren’t bad either.

The first day is dedicated to helping you reset and expand their mindset, removing limiting beliefs that may be holding you back and reinforcing a forward-thinking, intentional approach to business success. A full speaker list will be released soon.

  • Inspiring keynote speakers to shift perspective and ignite forward-thinking
  • Structured networking opportunities that foster meaningful peer connections
  • Interactive breakout discussions designed to challenge assumptions and unlock fresh insights
  • Hands-on participation that encourages clarity and personal reflection, not passive listening
  • Vision refinement exercises to help clarify where you want to take your agency in 2027

The second day is structured as a hands-on workshop where agency owners will build out their strategic roadmap for 2027. Unlike typical goal-setting exercises where objectives are defined but not revisited, this session will focus on creating a structured framework that can be consistently applied throughout the year.

  • Build a clear, customized strategy tailored to your agency’s current stage and future goals
  • Work through real business challenges in a guided, collaborative environment
  • Refine your 2027 roadmap in real time with direct feedback and expert facilitation
  • Leave with a practical, executable plan you can confidently follow all year long

What Makes This Event Different?

Hear from last year’s event attendees…

100% Satisfaction

Every attendee from the 2025 event said they would attend again, recommend Elevate to a friend, and made meaningful connections throughout the experience.

I Get You
Because I Was You

From Agency Owner To $15m Valuation To Coach

Pricing Made Simple

It pays to be early. We’ve kept the pricing straightforward and accessible for agency owners who are ready to do the work. Book now as this event is expected to sell out. Price listed is per agency, see below additional attendee pricing and details.

Type A

2,500

You’ve already blocked your calendar, made a checklist, and color-coded your priorities. Respect.

Available for the first 10 registrations.

Type B

3,150

You’re not that early, but you’re still responsible and that’s what people like about you.

Available until October 16th or until the event is sold out.

Just-in-Timer

3,650

We love-last-minute energy… but I wouldn’t wait if I were you.

Available until November 1st or until the event is sold out.

Take the next step.

  1. Purchase.

    This event is intentionally small. Limited spots are available, purchase now!
  2. Confirm.

    We’ll follow up to confirm registration, provide important details, and walk through your next steps.

  3. Attend.

    Join us in Dallas and build a focused, actionable roadmap for the year ahead.

FAQ

This workshop is designed for agency leaders who are ready to make a meaningful investment in their business. It’s ideal for digital agencies with teams of 5 to 25 people, regardless of revenue, who are seeking clarity, strategy, and momentum heading into 2027. Whether you’re a current An Agency Story client or new to the community, you’ll be part of a thoughtful, growth-minded group of peers.

Your registration covers everything you need to fully engage in the retreat experience. That includes a light breakfast, lunch, snacks, and beverages on both days, along with all programming, materials, and hands-on tools to help you build your 2027 plan. You’ll also receive post-event support to keep you on track well after the retreat ends. Travel and hotel accommodations are not included, but we’ll be sharing preferred lodging options near the venue. Pricing is per agency, see details below for those with more than one attendee.

Absolutely. In fact, it’s encouraged! If you have a business partner or key team members who help drive strategy and make big-picture decisions, this retreat is a great opportunity to align your leadership team around a shared plan. You can bring up to 5 additional people from your agency at a rate of $350 per person.

The workshop takes place Monday and Tuesday, November 9th & 10th, 2026, from 9:00 AM to 5:00 PM each day. We recommend arriving on Sunday, November 8th, and departing on Wednesday, November 12 (or taking a late flight out Tuesday night if needed). There will be an optional evening gathering after Day 1 for anyone who wants to connect further.

The workshop will take place at The Grand Hotel and Ballroom located in Mckinney, TX. This is also the preferred location for hotel accommodations and a block of rooms have been held at a discounted rate.

This isn’t a one-and-done event. Every attendee will receive 90 days of post-workshop support designed to keep the momentum going. That includes a structured email follow-up sequence, access to a private Slack group for peer support and accountability, and a 1-1 check-in in early 2027.

Absolutely. This workshop is intentionally designed to foster connection, not just content. Day 1 in particular offers multiple opportunities to engage with other agency owners through guided discussions, breakout sessions, and a relaxed evening gathering. That said, all interaction is optional, you’ll have the space to engage at your own pace and comfort level. You’ll leave with not only a plan but also a community of peers to support you along the way.

If you have any additional questions or need more information, please feel free all of it to email elevate@anagencystory.com and someone will get back to you shortly.