1. Identify learning objectives and outcomes
2. Determine which key account teams will participate in the
pilot and in subsequent workshops
3. Identify your customers’ cost-benefit analysis and
justification methods that will be referred to in the workshops
4. Determine the timing of the workshop series
5. Identify sales training programs that the Key Account
Selling workshop must fit with
6. Determine how the insights developed by participants will
be collected, documented, and shared with all Your company key account teams
and field sales managers and representatives
7. Determine what follow-up activities will be used to
continue the learning after the initial workshops
PHASE 2
1. Document ways your company products, programs, and
services can help customers increase sales, reduce costs, reduce working
capital, improve productivity of fixed assets, and increase cash flow
2. Analyze selected key accounts latest financial results to
identify financial needs
3. Identify specific ways your company products can help
targeted key accounts achieve their financial goals
4. Document cost-benefit analysis and justification methods
used by key accounts
5. Review the workshop design and materials with your
company management
6.Produce workshop materials, including participant
notebooks, wall charts, exhibits, examples, and handouts
Workshop participant preparation activities:
1, Study their customers’ annual reports, paying particular
attention to the CEO’s letter and the financial statements
2, Send questions they have about the financial results and
needs of their customers to Post Associates