Briefing Ease™ through Facilitation

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