Today
These 4 event defining elements are necessary to secure a virtual workshop.
DATES: Exact delivery date(s)
Participants should block two full days to attend this virtual workshop, just as you would attend an in-person workshop. There will be regular breaks and lunch, but please plan for two full days.
TIMES: Exact start and end time on each day
Recommended workshop start and end time is 9:00 a.m. – 5:00 p.m. Please contact your CVI Customer Engagement Manager if you would like to customize your start and end times.
TIME ZONE: Where most participants will be located
PLATFORM: Zoom™, hosted by CVI. If you are unable to use Zoom™ or must host the meeting, please notify your CVI Customer Engagement Manager immediately.
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
Your participants should download their course workbook and planners in advance of the workshop. They can either use these tools electronically or print copies to use during the virtual session. To use these documents the latest version of Adobe Acrobat Reader must be installed. Download a free version here.
Your CVI Customer Engagement Manager will send you an email with the online enrollment key to access the downloadable materials. Please send the instructions to participants one week prior to your 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 DAY- Ask participants to login 10 minutes early so we can begin on time. We have a full agenda!
- Participants should be prepared to be on camera throughout the day.
- Workshop starts at 9:00 a.m. and ends at 5:00 p.m. each day unless otherwise discussed with your CVI Customer Engagement Manager.
- Participants will get ample breaks to stretch their legs and use the restroom.