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Submit your event details

These 4 event defining elements are necessary to secure a virtual workshop.

DATES: Exact delivery date(s)

Participants should plan to put aside 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 to block 2 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. both days. 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!

Schedule Pre-Event call with CVI delivery consultant

Contact Your CVI Customer Engagement Manager to schedule a call.

Contact Your CVI Customer Engagement Manager

1 week before the event
Send Roster with participant names and titles to your CVI Customer Engagement Manager

Send four focus accounts to your CVI Customer Engagement Manager

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

Let your CVI Customer Engagement Manager know if someone from your organization will kick off the session

EVENT DAY
event day logistics
Logging Into the Meeting

  • 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.

Workbook and Planners

  • Participants are instructed to download a Workbook and two resources (Why Now and Why Invest Planners) to their device. 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.

Schedule

  • 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.