Briefing Ease™ through Facilitation

"I had the chance to take a two-day training with Corey late last year, and I highly recommend it. The session was focused on meeting facilitation, but it gave me so much more than that. I was able to leave with insights into myself, how I lead, and ways to up-level my work and executive presence. Corey is such an empathetic and engaging coach. It made it more comfortable to open up, fully engage and take in the experience."

- Chief of Staff, Leadership Communications, Online Networking Platform

Ensure successful briefings by planning and facilitating pivotal customer conversations

Your customer’s time is one of their most important assets. Preparing for their visit is a smart investment of your time. Your ability as briefing leader to plan for and facilitate relevant, customer-centric conversations may mean the difference between closing a sale or not! Learn to lead a briefing with ease through discussions and practice activities focused on planning and delivery techniques to ensure your customer’s time is well spent.

Course Outcomes

Learn and practice strategies and techniques for:
  • Planning the briefing with the voice of the customer as primary focus
  • Crafting an agenda to meet customer objectives through rich engagement
  • Creating strong briefing beginnings and endings to establish a dynamic framework for success
  • Finessing the middle – Guiding interactive conversations through discussion leader introductions, transitions, and managing customer responses while keeping on your time track
  • Capturing action items and next steps with a focus on the after-briefing experience

Briefing Ease Agenda

Participant maximum: 6

Day One – 4 hour virtual*

  • Planning tools – Voice of Customer
  • Agenda crafting – Plotting Discussion
  • Establishing your role and briefing structure – Beginning the Briefing
  • Guiding conversation – Managing the Middle to promote discussion
  • Capturing conversation – Scribing key customer thoughts and action steps
  • Ensuring action – Ending the Briefing to ensure objectives are accomplished
  • Prep for Practice! Get ready for Day Two

Day Two – 3 hour virtual

  • Developing Briefing Ease discussion
  • Participant Practice – Delivery with Coaching
    • Customer Overview – deliver brief points from customer research
    • Beginning – deliver sample Beginning-of-briefing talk track
    • Ending – deliver sample Ending-of-briefing talk track
    • “What-If” From the Hat Exercises – Managing the Middle
  • Final discussion and next steps
* Onsite workshops available
"Corey consistently facilitated highly productive discussions that resulted in impressive sales outcomes with Fortune 1000 companies. Corey possesses an exceptional talent for engaging stakeholders and fostering dialogue that drives results. His ability to create a collaborative environment has not only strengthened relationships but has also led to significant business success for our team. Having worked alongside Corey on numerous briefings, I can attest to his professionalism, creativity, and unwavering dedication. His insights and leadership have been instrumental in our collective achievements."

- Manager, Mobility Solutions, Telecommunications

"I had the pleasure of working with Corey for many years together across my 30-year career and he is one of best in the business. Corey has a very engaging and entertaining personality that immediately draws in your target audience and gets them feeling like a participant vs an observer. I could always count of Corey in tough customer situations and his unique ability to align the customer engagements to the targeted partner and sales outcomes. Truly a joy to work with."

- Sales & Engineering Leader, Technology Expert, Telecommunications

"Corey is the perfect professional to build up your own confidence or your team's confidence in leading executive discovery sessions with flexibility and poise. He always gets the most value out of a summit, executive brief, or roadshow - never forgetting to remain flexible to adapt to where the attendees prep levels, sophistication, and interests / concerns lead. He is a master."

- High Tech Sales, Strategy and Marketing Leader