Workshops
Align Sales, Marketing, and Product Around Growth
Practical hands-on workshops that teach your marketing, sales, and revenue teams to build plans and assets grounded in real customer intelligence.
Your team knows what they should be doing.
The Problem is How to Do it.
Most workshops dump information on teams and call it done. Your team leaves inspired but stuck, drowning in frameworks they don't know how to apply.
That gap between knowing and doing? That's where revenue gets lost.
Our workshops are built for teams who want to work smarter, not harder, and who need hands-on guidance to turn conceptual knowledge into action.
No passive listening. No generic case studies from companies that aren't you. Just practical skills, real-time application to your business, and assets you'll finish building during the session.
A Few Workshops We've Run for Clients
Write High-Converting Email Campaigns
Your team knows how to write emails; what they're missing is the foundation that turns messages into revenue.
This workshop teaches teams to plan high-converting campaign sequences, create three ready-to-use emails, leverage AI to scale what works, and identify real optimization opportunities—all grounded in what your buyers respond to, not recycled advice that works for everyone and no one.
What You'll Learn:
- Plan a high-converting email campaign sequence
- Create key elements of 3 emails
- How to utilize Generative AI to assist email campaign creation
- Measure success of email campaigns
- Identify opportunities for email campaign optimization
Customer Journey Mapping
Most teams waste budget targeting everyone at once, wondering why conversion stays flat.
This workshop teaches you to map where your prospects actually are in their awareness journey—based on real customer intelligence, not assumptions—so you know exactly what they need to hear and where to focus your efforts to move them from "interested" to "here's my signature."
What You'll Learn:
- Map your prospects' awareness stages using customer intelligence
- Identify critical gaps where prospects stall or drop off
- Pinpoint where to focus marketing and sales efforts for maximum impact
- Create stage-specific messaging that moves prospects forward
- Eliminate spray-and-pray tactics that waste budget on unready buyers
Creating Actionable Customer Surveys
Anyone with a credit card and an email address can run a customer survey. But what many teams don't know is how to design surveys that extract intelligence worth acting on, or how to convert responses into decisions their teams can implement.
This workshop teaches you to ask questions that reveal why customers actually bought, what nearly stopped them, and where your competitive advantage lives, then translate those insights into prioritized actions that move your business forward.
What You'll Learn:
- Design survey questions that extract actionable intelligence
- Identify the buying decision patterns hiding in customer responses
- Connect survey insights directly to marketing, sales, and product decisions
- Prioritize recommendations by business impact and effort required
- Build a repeatable process for turning customer data into competitive advantage
Breaking Down Silos With Data Storytelling
Marketing says one thing, sales says another, and leadership can't tell who's right. Meanwhile, your best prospects slip through the cracks.
This workshop teaches you to use data storytelling to create shared language across teams, turning customer intelligence into narratives that align marketing and sales around what actually converts, and arm leadership with the clarity to make confident resource decisions instead of picking sides in turf wars.
What You'll Learn:
- Build data narratives that create shared understanding across marketing, sales, and leadership
- Translate metrics into stories that reveal what's working and what's broken
- Identify where team misalignment is costing you revenue
- Create dashboards and reports that drive decisions, not just data dumps
- Equip leadership with customer-backed insights to confidently allocate resources and set priorities
Creating Email Nurturing Sequences That Get Opened
Your email sequences are getting skipped, deleted, or worse—teaching prospects to tune you out.
The problem isn't your subject lines or send times. It's that you're nurturing toward conversion without understanding what your best-fit customers actually need to hear at each stage of their decision. This workshop teaches you to build nurture sequences grounded in real buying patterns, so prospects open, engage, and move closer to "Yes!" rather than hitting "Unsubscribe."
What You'll Learn:
- Map nurture sequences to customer decision stages, not arbitrary timelines
- Write emails that address real hesitations and questions prospects have at each stage
- Identify which content moves prospects forward vs. what's just noise
- Optimize for engagement and conversion, not vanity open rates
- Build repeatable sequences based on what made your best customers buy, not generic best practices
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