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Go to Market Workshop

Topic
Activity
Coach
Time
Introduction
Session Leader 8:30-9:00


Introduction of TeamMembers
  Roles & Responsibilities
  Workshop Goals
Building Value Through Relationships
Group
Exercise

9:00-10:30
Presentation: Building Value Through Long Term Relationships
  Essentials of Relationship Management
  Relationship Strategies & Goals
  Relationship Commitment
  Sponsorship
Exercise #2: Complete The Client Playbook for Your “Best” Customer
  Ideal or Best Customer Analysis
  Present and Discuss
Who Are Your Most Attractive Customers? And Why?



Group
Exercise

10:30-12:00

Presentation: The Essentials of Managing Relationships
  Attractiveness Assessments
  Relationship vs Business
  Portfolio Analysis
  Suspects, Prospects and Ideal Customers
Exercise # 3: Who are the Most Attractive Customers?
  Target Customer Selection
  Analysis and Ranking
  Sales Opportunities
  Present and Discuss
Getting the Relationship Process Started
Group
Exercise

1:00-2:30
Presentation :Customer Portfolio Analysis
  Value Opportunity Analysis
  Sales Planning
  Concept Call & Call Planning
  Face to Face Selling
Exercise # 5: Complete Portfolio Workbook
  Present and Discuss
Developing the Relationship Strategy & Plan
Group
Exercise

2:30- 5:00
Exercise # 6: Relationship Strategy & Plan
  Presentation: How To Approach The Customer?
  Prepare The Client Playbook/Sales Call Plan
  Review and Discuss

 
The Customer Playbook!

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