Account Strategy Workshop

Hands On Strategy Session

Facilitated hands-on session with the engagement, sales, and marketing teams to outline & weave the engagement methodology into strategic account action plans.

Engagement Session

Framework & Methodology

A learning session for your team to fully understand the engagement framework, methodology, standard operating procedures, engagement measurement technique, and an interactive discussion on how this ties to your business.

Kick Off Workshop

Immerse in your Business

Interactive session with your team to share and align the business mission, strategic priorities, organizational capabilities, outline the target customer profiles and prioritize the accounts.

Let's get started.
Schedule an Introduction.

Advisory Services: Coaching

Train the Team

Prep for 1:1 executive meetings with purpose
How to deliver the Strategic Client Workshop & do the Analysis
How to create a Customer Success Plan
How to create Executive Business Reviews based on Success Plan

Advisory Services: Facilitator

Executive for Hire

1:1 Executive customer meetings & ongoing support
Facilitate Strategic Workshops & create analysis reports
Create Success Plans
Create & facilitate strategic Executive Business Reviews based on the Customer Success Plan

Advisory Services to get you there.

Workshops and customized services to fit your organization