Today
Let your CVI Customer Engagement Manager know if any of these requirements will be an issue.
Please fill in the form in the link below.
WHERE: Tell us the venue name, address and phone number. (Corporate office, hotel etc.)
WHO: Provide your coordinator’s contact information and one emergency contact. Corporate Visions consultant will arrive 45 minutes prior to start time.
STAY: Let us know the recommended hotel for your Corporate Visions consultant and if you have a special hotel rate.
DETAILS: Any special travel instructions? Security admittance, room names, etc.
CVI will make travel arrangements for the consultant. You are responsible for your attendees’ travel arrangements. Please ensure your attendees’ travel arrangements allow them to stay for the entire workshop. Participants should arrive the night before and plan to leave the workshop no earlier than 5:00pm both days.
Should this information change, please alert your CVI Customer Engagement Manager!
Contact Your CVI Customer Engagement Manager to schedule a call.
1 week before the event
Identifying specific Key Accounts in advance enables your Elevate Value consultant to better prepare and tailor workshop delivery for your team.
Frequently Asked Questions
Is identifying four Key Accounts (e.g. “Focus Accounts) required?
Yes, it ensures your team’s training will focus on your most important accounts.
While every participant will work on their chosen customer during the workshop, the
consultant will allocate more time and attention to working on this set of accounts.
Do Key Accounts have to be publicly traded companies?
Selecting a set of publicly traded customers is much preferred, but not required. Key
considerations in identifying Key Accounts include those harboring the greatest potential,
those with a near-team pending deal, those that are critical to retain, or major expansion opportunity.
What other information would be useful to provide your Consultant to help them
better understand these focus accounts?
Please note your consultant is under a Non-Disclosure Agreement.
Any insights that aid your consultant gain broader perspective such as:
• What challenges do you face in Elevating your deal to a client senior executive level?
• How long has this company been a prospect/account for your company?
• How much annual business are you currently doing?
• Is revenue from this account growing, shrinking, or stagnant?
• Who are the key competitors you face for this business?
• What political or account satisfaction issues could be impeding your success?
• Briefly describe existing executive-level relationships.
• What goals would you like to accomplish during the workshop, for example:
o Advancing a strategic opportunity
o Broadening relationships within the customer
o Securing executive-level meetings
o Getting out of a political penalty box
EVENT DAYPlease make sure to secure and set up the following before the start of the workshop:
- Secure a meeting room that will allow 4 or 5 round tables for participants to work in teams, with a flip chart at each table. No U-shape or classroom style.
- The room should also allow for small groups of participants to retreat to a corner, hallway, or corridor to work on breakout exercises. Alternatively, reserve two meeting rooms and use one as the main room and one as a breakout room.
- Set up two easels at the front of the room for the consultant and one easel for each group at their table (6-7 easels w/ flip chart total).
- Stock easels with enough flip charts (2.5’ x 2.08’) and markers. The more the better!
Recommended: Staples Stickies™ Restickable Easel Pad, 30″ x 25″ - Supply plenty of markers (red, blue, green and black) for each flip chart.
Recommended: Sharpie® FlipChart Markers Assorted - Set up a table at the front of the room for the consultant’s materials.
- Wi-Fi access and login information.
- LCD projector and screen with audio and visual cables to connect the consultant’s laptop. The system must be able to play videos with sound.
- Participants are instructed to download a Workbook and Planner to their device and bring a copy to the workshop. To use these documents the latest version of Adobe Acrobat Reader must be installed. Download a free version here.
- Remind your participants to do one of the following- Download and “save as” a new file to ensure each file is saved correctly or Print these documents and bring them to the workshop.
If a message is being rolled out during this event, you will need copies of the message Storyboards (Whiteboard and prompter). Please print color copies of these for each participant to have during the workshop. Your CVI Customer Engagement Manager will confirm which documents you will need.
Please also provide:
- Drawing pads at each table. These drawing pads will be used as a supplemental flipchart during the group session.
Recommended: Canson Pure White Drawing Pads 11 In. X 14 In. - 4-color pens (red, blue, green and black) at each table.
Recommended: BIC ® 4-Color Retractable Ballpoint Pens.
To position participants to get the most out their training, you may identify up to 4 focus customers you would like the consultant to focus on during delivery by simulating actual customer conversations. Please provide the company names to your CVI Customer Engagement Manager
- Workshop starts at 9:00 a.m. SHARP!
- If provided, breakfast should begin at 7:30 a.m.
- Mid-morning break will start around 10:00 a.m.
- Lunch break will begin at 12:00 p.m.
- Afternoon break will be around 3:00 p.m. and can consist of light snacks and beverages.