Customer relationship management workshop

Empower your team to confidently prepare and lead impactful workshops with customers. Through our specialized training, they’ll gain the skills to build stronger connections and drive business development.

What we offer

Universal framework

Learn the universal 6-phase structure for any client workshop: goal setting, generating options, selecting options, prototyping options, defining next actions, and summarizing outcomes.

20 activities & tools

We offer a hands-on toolbox of over 20 activities, empowering you to run client workshops that engage customers, make them feel valued, and leave them genuinely satisfied.

Moderation skills

We provide you with effective moderation techniques tailored to client workshops and meetings, enabling you to confidently manage all types of participants and strengthen customer relationships.

Example Showcases

Client Workshop Training

skillDay Customer workshop

As a trusted training partner of DHL, we developed a tailored program to equip innovation teams with the skills to lead impactful client workshops. These workshops were designed to strengthen client relationships and identify new business opportunities arising from change and emerging trends. Delivered as two-day, on-site sessions in Cologne, Chicago, Dubai, and Singapore, the training ensured a consistent quality and approach across client workshops globally.

Business Development Workshop Training

skillday client workshop

For a leading automotive firm, we designed a business development workshop training program to empower European customer relationship teams to conduct workshops with their key car dealers. The goal was to establish a consistent, standardized approach to engaging with clients and effectively identifying new business opportunities through these workshops.

Flexible formats to fit your needs

Based in Hamburg, Germany, we deliver customer development workshops internationally, offering flexible, tailored training to meet your unique requirements. Whether you prefer an in-person experience or a virtual setup, our training is available as a 1-day or 2-day program, depending on the depth of learning you wish to achieve.

Customer relationship management workshop Content

Example content – 1-day training

In this focused session, we teach and practice the core activities required to effectively apply our 6-phase framework.

What you’ll learn

Before the workshop

  • Framing: Learn how to align workshop goals and expectations while envisioning what a successful client workshop looks like. To achieve this, we apply techniques from Design Thinking and the Jobs-to-be-Done framework.

During the workshop

  • Create options: Engage in activities like “Our Journey” to define the destination, analyse what’s working well, identify blockers, and explore emerging trends.
  • Select options: Use tools like affinity mapping, dot voting, team ranking, and impact-effort charts to collaboratively prioritize solutions.
  • Prototype and refine: Transform ideas into actionable solutions through visual methods, text-based strategies, or creative approaches like LEGO® SERIOUS PLAY® modelling.
  • Define next steps: Create an action table to ensure clear, actionable outcomes.

After the workshop

  • Wrap-up: Learn how to thank participants, summarize results effectively, and inspire action with a compelling call to action.

Your team will walk away with practical, hands-on techniques and the confidence to run workshops that build stronger client relationships and drive impactful results. Ready to elevate your workshops?

Workshop Trainer

Facilitation Trainer Joern Steinz SkillDay

Joern Steinz (MBA)

Workshop Facilitator & Trainer

Your client workshop training is run by Joern Steinz (MBA), the founder and managing director of the Hamburg-based Design Thinking agency INNOMINDS. He brings a wealth of expertise to facilitation training and has coached hundreds of teams in workshop facilitation methods since 2014, making him a trusted expert in helping professionals lead impactful client workshops.

Joern began his career as a consultant at Accenture, where he developed a strong foundation in business strategy and client engagement. He later progressed to key corporate development roles at XING and the freenet Group, gaining hands-on experience in fostering innovation and driving business growth through workshops.

Academically, Joern holds a degree in business administration from Aachen and Coventry and earned his MBA from the EADA Business School in Barcelona. With his extensive professional background and facilitation experience, Joern is uniquely positioned to help you master the art of client workshop facilitation.

Contact

Since we are frequently engaged in workshops, please use the form below to reach out to us. We will respond within 24 hours at the latest.