Leadership Workshop: ‘UPSKILLING Sales & Tech to Strengthen CXO Engagement & Drive Business Growth’

OVERVIEW

Partnered with the VP and Head of Manufacturing, Retail, Energy & Utility in the UK & Ireland at Tech Mahindra to design and deliver a 4-hour leadership workshop for 20+ sales and tech professionals. It was hosted in London with remote participation from India, to upskill the team to align solutions with CXO needs.

ObjectiveS

Equip participants with practical tools to:

  • Create a competitive personal brand and business offer to stand out amongst the competition to CXOs.

  • Engage technical teams and align solutions with CXO needs to drive next-level business results.

Results & Key Takeaways

  • The team transformed CXO pain points into compelling pitches, leading to more engaging and high-impact conversations.

  • A structured bi-monthly engagement rhythm replaced ad-hoc discussions, enhancing strategic alignment and collaboration.

  • The VP and team co-created conversation guidelines for technical teams, improving communication and streamlining sales-to-tech alignment.

Roadmap

I. Initial Consultation and Tailoring

Partnered with the VP and Head of Manufacturing, Retail, Energy & Utility in the UK & Ireland to:

  • Pinpoint team growth barriers to starting, building, and maintaining CXO connections.

  • Map out a workshop plan, adapting content with strategies for crafting standout pitches, overcoming CXO objections, and aligning tech teams—blended with group exercises for real-time practice.

II. Delivery and materials

A 4-hour interactive workshop, combining content, self-reflection, and group work:

    • 5-step pitch architecture to craft powerful, engaging proposals—exploring CXO problems and pain points, extrapolating costs of unaddressed opportunities, showcasing solution innovation, and leaving them with an uplifting vision for their business.

    • Introduced how humans respond to high-stakes situations—how somatic, mental, and emotional triggers shape interactions and influence how sales teams engage with CXOs, often blocking their objectives.

    • Led exercises to help teams recognize these patterns, surface inner obstacles, and reposition pushback as an opportunity for deeper engagement.

    • Explored the dynamics and dialogues shaping sales and tech collaboration, identifying inefficiencies that hinder CXO engagement.

    • Facilitated exercises to refine team coordination, align messaging, and integrate strategic and technical perspectives for more competitive solutions and pitches.

Transformative Growth Insights

“Susana’s insights into leveraging curiosity, determination and adaptability for sustainable growth are transformative. Her ability to fuse strategy with creativity empowers those aiming to lead with impact.”

— Sushant, VP @ Tech Mahindra, UK & Ireland

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