Workshops
Five workshops, each built on a proven framework and run on our own visual canvases.
Your team brings the knowledge of the business. We bring the method and the facilitation. You leave with decisions made and a 90-day plan to act on them.
Where to start
Which workshop?
Your Challenge
Cause
What You're Seeing
Your Workshop
Speed
Drag
Sluggish market moves, companywide misalignment, competitive threats left unanswered
Product
Inertia
Waning adoption, feature commoditization, an anemic innovation pipeline
Churn
Friction
Poor customer experience, retention difficulty, outcomes not being delivered
Partners
Misfit
Stalled co-sell, underperforming joint offers, partner value unclear on both sides
Process
Waste
Excessive time to value, obstructed value streams, ineffective workflows
The Work
Workshop Details
We guide leadership teams through Roger Martin's strategic choice cascade, focused on two questions: where to play and how to win. The team leaves with clear choices, the assumptions to test, and OKRs to carry them to the front lines.
Typical outcome: Clear strategic choices, a leadership team aligned behind them, and OKRs ready to roll out.
Needed to scale Global Executive Marketing. Led field enablement strategy design.
Wanted to move into new markets. Facilitated strategy summit resulting in three winning market moves.
We use sprint-based methods to work backwards from customer needs, rapidly generating and testing concepts before committing resources. Whether you're designing something new or redesigning something that's stalled, the goal is the same: move from insight to prototype in days, not months.
Typical outcome: Validated concepts ready for development, with a prioritized innovation pipeline.
Wanted more intuitive product UX. Led four-team experience redesign and testing.
Needed innovation governance. Implemented a strategic innovation framework.
We map the full customer journey — every touchpoint, every interaction — to understand what customers are actually trying to accomplish and where the current experience falls short. This enables your team to design signature experiences and build the kind of loyalty that shows up in retention, expansion, and NPS.
Typical outcome: A current-state and future-state customer value map for key personas, with prioritized improvement opportunities.
Wanted better customer insight. Mapped and realigned sales team to eight unique personas.
Needed insight into low SMB adoption. Revealed and closed 25+ friction points and value gaps.
We bring your cross-functional team and invited partner representatives into one room to map what partners are actually trying to accomplish, and where working with you slows them down. Working backward from partner jobs, the team pinpoints friction points, value gaps, and the internal breakdowns behind them. Partners have skin in the game. The friction they name is the friction costing you revenue.
Typical outcome: A partner empathy map and partner value map, with prioritized initiatives to remove friction and compress time to revenue.
Needed an unfiltered partner view. Surfaced a hidden deal blocker in partner revenue recognition.
Our most measurably impactful workshop. We guide teams to map, analyze, and simplify the critical workflows that are creating drag on customer value and company scale. The approach is subtractive — removing wasteful steps to make room for what matters. For companies that want to embed this as a core capability, we help build that too.
Typical outcome: Streamlined workflows with measurable reduction in cycle time, rework, and waste.
Needed better customer support response. Shrunk resolution time 77%.
Wanted to shrink time-to-value. Decreased sales cycle by 50%, decreased implementation time 66%.
"The Lean Optimization approach forced our teams to think differently, for the first time really focus on the root cause of our challenges and identify clear and actionable steps to improve our process. We went from a ticket response time of 7 days to under 7 hours."
— Dave Keil, COO
"The Customer Value Mapping exercise was a highly engaging session, and using this framework gave us a new perspective on our day-to-day interactions with our customers and a long list of items to be done in order to close gaps and drive more savvy and impactful growth!"
— Amit Bareket, Co-Founder
The Format
How Workshops Work
Half a day to a day and a half.
A half-day session, a one-day sprint, or a day-and-a-half summit, for up to 25 people. Every workshop includes pre-session prep and runs on our proprietary visual canvases.
In person or remote.
We've run hundreds of sessions in both formats. Remote sessions use digital canvases that replicate the in-person experience.
Your team does the work.
We bring the frameworks, facilitation, and field experience. Your team brings the domain knowledge. The solutions that emerge are ones your people built — which means adoption isn't a separate workstream.
You leave with the work done.
Completed canvases, digital artifacts of everything built in the room, and a 90-day plan for follow-through.
AI built in.
Your team uses AI in the solution work as a working tool, not a topic to debate.
Custom-tailored.
Every session is designed around your situation, not a generic template.
Extended advisory and executive coaching are available to workshop clients.
Not sure where to start?
Tell us the challenge. We'll recommend the workshop and format.