Financial skills that increase customer understanding and equip customer teams to be commercially agile


Programme Overview

We help build the financial capability of your customer facing teams through training programmes and workshops targeted at both junior and senior levels. We also run workshops or smaller interventions for leadership teams seeking to dial up customer commercial awareness. Our programmes can span some or all of the below, or additional elements, subject to your needs.

  • 2 day classroom programme, customer applied workshop, or virtual modular format, depending on learning objectives scope and delegate level
  • Can be integrated with our Customer Commercial Insight or Compelling Selling programmes, based on your specific needs
  • Understanding fundamental financial principles, concepts and KPI’s through a supplier and customer lens
  • Recognising the likely areas of commercial synergy and conflict at the supplier / customer interface, and knowing how to engage on them
  • Develop deeper understanding of your customers' business and commercial drivers, across your channels and their formats
  • Building revenue management capability to improve or protect margins
  • Thinking beyond the P&L to pull wider financial levers, create value with your customers and build compelling commercial propositions for customer selling and negotiation purposes

How will it help?

  • Commercially informed, capable and agile customer teams
  • Sales teams that can better express category and brand initiatives in terms of commercial benefits to customers
  • Stronger commercial propositions and customer business plans for internal and external use
  • Better selling and negotiation strategies and outcomes
  • Enhanced value creation skillset of commercial functions