Client Workshop: Template, Snippets and Sequences creation brief

Meeting Agenda & Explanation


Get a detailed brief on your Sales Assets (Snippets, Templates and Sequences)
We will use this when configuring your Sales Asset Framework to provide context and a starting place for your Sales and Marketing team to complete the contents of these assets.


  1. Recap on process progress
  2. Review each Sales Asset (Snippets, Templates and Sequences)
  3. Confirm the Purpose of each asset, outline of content, any personalisation tokens, any questions and who will be responsible for completing the asset

Outcomes & Outputs

  • Detailed brief and ownership to support final updating and making Assets ready for use

Length & Facilities

Allow 1 hour for this session 

This session can be held online or in person

If we are doing this session at your location we will need:

  • Access to the presentation room 15m prior to the session to setup
  • A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
  • Access to WiFi (please send us details prior to the session)

Your team will need to bring:

Just themselves, but it really helps if they can do any prework/thinking around...
  • Any common emails that are currently sent to customers as part of existing processes

Who typically attends these sessions

Anyone who needs to be involved with standard communications from the Sales team. Typically these are individuals within Sales Leadership Roles, top Sales Performers/Influencers and can involve Marketing.
These sessions are limited to 3 client attendees and assume they have already attended the Sales Design workshop (with the exception of marketing).

H&D Facilitator

Typically these sessions are facilitated by the Sales Design Configurator on Your Project.

Please contact Grace Kim on or +64 27 208 3033 to book in this session. 


    This Session should be scheduled within a week of the completion of your Sales Design session/s.

    Internal Use Only

    Supported services: