Understand Lean. Improve sales processes. Increase customer impact.
The Lean Awareness Workshop imparts the basics of Lean thinking with a clear focus on sales and distribution processes. Using practical examples from customer engagement, lead generation, proposal processes, CRM, account management, customer communication, and collaboration with marketing, participants learn to identify waste and derive initial improvement approaches in their own work environment.
The workshop is ideal as an introduction to Lean Management, for sensitizing executives and employees, and as a starting point for further Lean training, process optimizations, or improvement projects in sales.
Compact introduction to collaboration
The workshop offers a practical opportunity to get to know the topic, trainer, and collaboration — with the option to subsequently add further Lean training or process optimization workshops.
Possible focus areas in sales
Depending on the initial situation, the workshop can address typical challenges from sales and distribution processes, such as:
Sales processes, lead management, and opportunity control
Customer engagement, customer journey, and customer retention
Proposal processes, response times, and closing rates
CRM usage, data quality, and transparency in sales
Account planning, customer development, and potential recognition
Collaboration between sales, marketing, and internal interfaces
Reporting, performance measurement, and sales control
Cross- and up-selling potentials as well as price and condition processes
The specific topics are tailored to your company and sales processes in a preliminary discussion.
Typical contents
Basics of Lean Management
Customer value and value creation in sales
The 7 types of waste in sales and customer management processes
Kaizen, KVP, and PDCA
Standards, transparency, and visual management
Recognizing initial Lean potentials in your own area
The exact contents are coordinated with you in a preliminary discussion.
Scope of services & details
1-day on-site workshop for up to 15 people
Conducted in German or English
Practical case studies and discussions
Booklet for participants
Photo documentation
Concrete next steps for application in the company
Price plus travel expenses
The stated price includes the execution of the workshop. Travel expenses are not included and will be calculated separately depending on the location based on actual effort. Billing is done after the service is provided. Upon request, you will receive a non-binding estimate of the expected travel costs in advance.
