Running Business Reviews That Deliver Value

PROGRAM DESCRIPTION

Join Sales Assembly and Krista Milam, Sr. Director of Operations and Customer Success at Workrise, as we hone in on Relationship Management as a skill. This program will provide participants with practical strategies to structure and deliver customer-facing business reviews that drive value. By focusing on outcome-based planning, collaborative preparation, and impactful delivery, learn how to transform business reviews into powerful tools for deepening relationships, securing renewals, and uncovering new opportunities.

PROGRAM TAKEAWAYS

• Understand how to align business review content with the metrics and goals that matter most to your customers.
• Learn how to engage and influence executive-level stakeholders effectively.
• Discover strategies to co-create and present a compelling narrative with your customers.
• Master best practices for delivering polished, outcome-focused reviews.
• Gain actionable insights on follow-up strategies to sustain momentum and schedule future success.

GENERAL PROGRAM INFO

This program is a Skill Development Module (SDM). All SDMs are designed and facilitated by the Thought Leader in collaboration with Sales Assembly. All Thought Leaders are guided and coached to dive into the practical elements of the topic at hand, leveraging templates, frameworks, and resources to develop the necessary proficiency to perform within the role in practice as part of the B2B Tech space.  We focus on ensuring all SDMs are timely in context of the B2B calendar and at varying complexity to ensure we have multiple opportunities to meet learners where they are.

ADDITIONAL INFO TO KNOW

This program is open to all employees of SA member companies. You must be logged into your account to RSVP for this program. If you need help logging in or need help setting up your account, please email hello@salesassembly.com.

All registrants of this program comply with our Terms and Conditions.