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   Learning Programs

Customer Blueprinting™ I - Communication Skills and Playing Catch

Premise:

Strong communication skills are a critical and fundamental requirement for working effectively with customers and contributing to success. The first course in this series is intended to enable participants to develop long term, collaborative relationships with customers through improved communication skills.

Purpose:

To create and maintain productive communication with customers to facilitate an open exchange of insight that will lead to more strategic collaboration and increased business results.

Outcomes:

Participants will

  • Learn the difference between pitching, catching and how to "Play Catch" with customers for effective results
  • Learn to avoid closing down communication inadvertently
  • Learn to listen effectively
  • Learn to determine when communication is closing
  • Learn to create and maintain open communications with others
  • Learn to identify and match behavioral styles
  • Anticipate and address the balance of logic and emotion
  • Learn primary communication preference types
  • Learn to use various communicating and listening techniques

Learning:

How to

  • Five common barriers to communication
  • Empathetic listening
  • Signs of closed communication
  • Seven tactics to create and maintain open communication
  • Representational Types of Communicators
  • Tactics for Identifying and Interacting with each Type
  • Balance of logic and emotion
  • Establishing Rapport

Participants:

  • Customer Marketers - Key Account Managers, Sales Managers, Regional Managers, VPs of Sales and Marketing
  • Expert Managers - Finance, Distribution, Customer Service, Logistics, Operations, Marketing, Cross Functional Teams

Format:

  • Facilitator presentation and demonstration on new learning
  • Individual and team-based workshops
  • Templates provided as an initial guide
  • Individual, team and group facilitated feedback

Endorsement:

  • Level II Capability

Pre-Requisites:

  • None

Customer Blueprinting™ II - Understanding Customer Decisions

Premise:

The more we know about our customers and the more we care about the quality of their decisions, the more important it is to develop, maintain and use a Customer Blueprint TM .

Purpose:

To create a document that thoroughly and completely depicts the Organizational Design of our customer.

Outcomes:

Participants will

  • Learn the importance of blueprinting their customers
  • Learn how to create a Customer BlueprintT
  • Learn who has a role in each decision
  • Understand how decisions are driven from strategic plans
  • Understand how to work with cross functional resources
  • Learn to become an invaluable resource for your customers

Learning:

How to

  • Work more effectively with all departments
  • Make better use of customers' resources
  • Establish closer partnerships with customers
  • Overcome poor relationships
  • Ensure that we are a valued supplier
  • Involve the whole Customer Marketing Team
  • Get the right information to the right people
  • Resolve issues: policy, pricing, business practices, etc.

Participants:

  • Customer Marketers - Key Account Managers, Sales Managers, Regional Managers, VPs of Sales and Marketing
  • Expert Managers - Finance, Distribution, Customer Service, Logistics, Operations, Marketing, Cross Functional Customer Teams

Format:

  • Facilitator presentation and demonstration on new learning
  • Individual and team-based workshops
  • Templates provided as an initial guide
  • Individual, team and group facilitated feedback

Endorsement:

  • Level II Capability

Pre-Requisites:

  • Customer Blueprinting™ I

Customer Blueprinting™ III - Influencing Customer Decisions

Premise:

Customers are making decisions all the time. We can influence their decisions by having a thorough understanding of their issues and opportunities, and of their decision-making process.

Purpose:

  • To enable Customer Marketers to influence customers' decisions.

Outcomes:

  • Learn to document past decisions
  • Learn to use a Customer Blueprint TM to influence their decisions
  • Learn to identify customers' most important decisions
  • Learn where new decisions are in their process
  • Learn to influence their key decision makers
  • Learn to influence our key decision makers
  • Learn how the role and responsibility of each employee influences decisions
  • Learn to convert issues into opportunities
  • Learn to conduct productive meetings and get decisions

Learning:

  • Decision-Making processes
  • Communication strategies and tactics
  • Planning & call execution
  • Conducting meetings with entry level staff and with Presidents
  • Orchestrating expert resources

Participants:

  • Customer Marketers - Key Account Managers, Sales Managers, Regional Managers, VPs of Sales and Marketing
  • Expert Managers - Finance, Distribution, Customer Service, Logistics, Operations, Marketing, Cross Functional Customer Teams

Format:

  • Facilitator presentation and demonstration on new learning
  • Team-based workshops
  • Templates used to assist in understanding & influencing
  • Individual, team and group facilitated feedback

Endorsement:

  • Level III Capability

Pre-Requisite:

  • Customer Blueprinting™ I and II

Optimizing Blueprinting™ IV - Influencing Multiple Customer Decisions Simultaneously / Multi-Functional Customer Business Development Teams

Premise:

Customers are making many decisions at the same time. We can influence our customers' decisions by having a thorough understanding of their issues and opportunities.

Purpose:

To enable Customer Marketers to influence a number of customer decisions simultaneously.

Outcomes:

  • Learn to document multiple past decisions
  • Learn to use a Customer BlueprintT to influence multiple decisions at the same time
  • Learn to prioritize customers' most important decisions
  • Learn where each decision is in their process
  • Learn to influence their key decision makers
  • Learn to influence our key decision makers
  • Learn how the role and responsibility of each employee influences various decisions
  • Learn to convert multiple issues into many opportunities
  • Learn to conduct a series of productive meetings

Learning:

  • Decision-Making processes for multiple decisions
  • Communication strategies and tactics on many decisions
  • Planning & call execution
  • Conducting meetings with entry level staff and with Presidents
  • Orchestrating expert resources

Participants:

  • Cross Functional Customer Business Development Teams

Format:

  • Facilitator presentation and demonstration on new learning
  • Team-based workshops
  • Templates used to assist in understanding & influencing
  • Individual, team and group facilitated feedback

Endorsement:

  • Level IV Capability

Pre-Requisite:

  • Customer Blueprinting™ I, II and III

 


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