DONNA WEBER
Customer Value Expert
International Keynote Speaker
Award-Winning Author, Onboarding Matters

Workshops

Get cross-functional teams on the same page with hands-on workshops that turn insights into action.

Trusted By

Thomson Reuters
IQVIA
NetApp
C3.ai
Databricks
F5 Networks
Henry Schein One
Gainsight Logo
Nintex
Matillion
ITRS
Clearwave
Accessone
Veriforce
Strigo
Curaytor
NPact
Folloze
“
Donna is an engaging and dynamic speaker who made a lasting impact on our team.

Her ability to connect through relatable anecdotes and real-world examples left attendees energized and equipped with practical strategies to implement within their teams.”

Noeleen A.
Noeleen Ashton
Senior Director of Customer Experience, Henry Schein One
Henry Schein One

Build alignment, drive adoption, and deliver measurable customer value through collaborative team workshops.

Most companies know they need to deliver customer value, but their teams aren't aligned on what that value looks like or how to deliver it consistently.

These intensive and interactive workshops bring your cross-functional teams together to build the frameworks, processes, and shared language needed to close the value gap.

Perfect for leadership retreats, team offsites, or strategic planning sessions.

Topics

Business Value Outcomes Workshop

Fast-growing companies often develop different definitions of customer value across teams. Without shared language around specific value outcomes, even well-intentioned organizations can create mixed messages for customers.

In this workshop, Donna brings sales, marketing, and customer-facing teams together to define three-five specific business value outcomes that everyone will market, sell, and deliver. No more mixed messages. No more misaligned expectations. Just clearly defined business value outcomes your entire organizations can rally around.

What participants will walk away with:

  • A framework for consistent processes across the customer journey.
  • A shared understanding of what success looks like for your customers.
  • An action plan for implementing aligned metrics and messaging across teams.

This workshop is perfect for:

Cross-functional teams including sales, marketing, customer success, and leadership.

Jobs-To-Be-Done Workshop

Drive User Adoption Through Outcomes-Focused Enablement

The decision-maker bought your solution, but the actual users aren’t adopting it. They’re still using spreadsheets, legacy systems, or manual processes because they don’t see how your solution fits into their daily workflow.

In this workshop, map out exactly what each user persona needs to accomplish and how your solution helps them do it better, faster, or more efficiently. Donna will help your teams create clear pathways from initial login to full adoption.

What participants will walk away with:

  • A complete persona inventory with specific jobs-to-be-done for each user type.
  • A content gap analysis and recommendations for missing enablement materials.
  • Curated learning pathways that drive adoption, not just feature awareness
  • Measurable user outcomes that tie to business results.

This workshop is perfect for:

Customer success, onboarding, product marketing, and education teams.

Initial Value Workshop

Deliver Quick Wins Before Full Implementation

Long implementation cycles mean customers wait weeks or months before seeing return on their investment. During extended deployments, customers can become disengaged, question their decision, or lose momentum, making them more likely to struggle with adoption or churn.

In this workshop, identify specific value you can deliver even before your product is fully deployed. Discover how to create momentum through early wins that build confidence and engagement throughout the implementation process.

What participants will walk away with:

  • A catalog of quick wins you can deliver during implementation.
  • Implementation strategy that builds customer confidence through early value.
  • Framework for managing expectations during deployment cycles.
  • Specific tactics for maintaining customer engagement throughout onboarding.

This workshop is perfect for:

Implementation, onboarding, customer success, and project management teams.

Value Journey Workshop

Build a Scalable Customer Maturity Model

As companies grow, customer implementations often become increasingly long, complex, and customized. What’s more challenging is what happens after onboarding—many customers hit a value cliff where they struggle to realize ongoing benefits. Without a structured approach, teams often try to deliver everything at once rather than creating a thoughtful journey that keeps customers engaged and growing over time.

In this workshop, Donna shows teams how to build a systematic approach to customer growth that moves customers through predictable stages of value realization. Build the foundation for scalable, repeatable customer success.

What participants will walk away with:

  • A customer maturity model with defined stages and success criteria.
  • A customer value journey map that prevents post-onboarding value cliffs.
  • A phased deployment strategy that reduces complexity and increases adoption.
  • Scalable processes for moving customers from initial value to full potential
  • A framework for measuring and optimizing customer progression.

This workshop is perfect for:

Customer success leadership, operations, and strategic account management teams.

Workshops Frequently Asked Questions

Donna’s workshops are designed to help teams move from discussion to decisions. Donna brings structure, facilitation, practical frameworks, and an outside perspective so your team can align quickly and leave with clear next steps. Donna’s workshops are interactive working sessions built to help your team solve real business challenges around customer value, onboarding, adoption, retention, and scale.

Donna’s workshops are designed for high-growth B2B companies that need cross-functional alignment around customer value. They are especially valuable for:

  • Executive teams
  • Customer success, onboarding, and implementation leaders and their teams
  • Sales and marketing leaders
  • Product, enablement, and education teams
  • Operations and strategic account teams

The best workshops include the cross-functional teams responsible for promising, delivering, measuring, and expanding customer value.

Current workshop topics include:

  • Business Value Outcomes Workshop
  • Jobs-To-Be-Done Workshop
  • Initial Value Workshop
  • Customer Value Journey Workshop

Each workshop helps teams address a specific gap in how customer value is defined, delivered, adopted, measured, or scaled.

Absolutely!  Each workshop can be tailored to your business model, customer segments, team structure, current challenges, and desired outcomes. Donna will align with you in advance on your goals, audience, format, and the decisions or deliverables you want the team to walk away with.

A keynote is designed to inspire, align, and introduce big ideas to a broader audience.

A workshop is more hands-on. It gives your team time to apply the ideas to your business, discuss tradeoffs, make decisions, and build practical outputs they can use after the session.

Many clients combine both: a keynote to create shared urgency, followed by a workshop to turn that energy into action.

Workshop length depends on the topic, audience, and outcomes you want to achieve. Common formats include:

  • 90-minute interactive sessions
  • Half-day workshops
  • Full-day workshops
  • Multi-session working sprints

For deeper alignment or more complex initiatives, a series of shorter sessions may be more effective than a single workshop.

Yes! Workshops can be delivered in person or virtually. Virtual workshops work best when they are focused, interactive, and designed with clear exercises, discussion prompts, and outcomes.

Participants typically leave with practical outputs such as:

  • A shared definition of customer value
  • Clear business value outcomes
  • A quick-win strategy
  • Jobs-to-be-done by user persona
  • Customer journey or maturity model
  • Adoption and enablement priorities
  • Action plan with next steps and owners

The specific deliverables depend on the workshop topic and scope.

Very interactive. These sessions include facilitated discussion, exercises, decision-making, and practical application. Participants are expected to contribute, not just listen.

The goal is to help your team make progress during the workshop, not create a long list of follow-up meetings.

Preparation depends on the workshop scope. At minimum, we will schedule a planning call to clarify your goals, audience, current challenges, and desired outcomes.

For more customized workshops, I may ask for background materials such as customer journey maps, onboarding processes, customer segments, enablement materials, survey results, or current metrics.

The ideal group size depends on the workshop format. Smaller groups work well for executive alignment and decision-making. Larger groups can work well for training, shared language, and cross-functional engagement.

For hands-on working sessions, the best results usually come from including the right decision-makers and team members who are close to the customer experience.

That depends on the problem you are trying to solve. The best approach is to schedule a meeting with Donna to determine the best approach for you and your team.

Absolutely!  Workshops are a strong fit for leadership retreats, customer success offsites, go-to-market planning sessions, and cross-functional strategy meetings. Donna helps align teams around customer value, prioritize key initiatives, and define practical next steps.

Yes. Depending on the engagement, materials may include worksheets, frameworks, discussion outputs, action plans, or follow-up recommendations. The exact materials will be defined as part of the workshop scope.

Absolutely! Many teams use the workshop as a starting point, then continue with advisory support, consulting, or follow-up working sessions to help turn the outputs into operating rhythms, processes, messaging, playbooks, and metrics.

Workshop fees typically include:

  • Pre-workshop planning call
  • Workshop design and customization
  • Live facilitation
  • Core frameworks and exercises
  • Post-workshop summary or recommended next steps, depending on scope

Additional support, such as stakeholder interviews, deeper discovery, custom deliverables, follow-up sessions, or implementation support, can be scoped separately.

Schedule a call to discuss your goals, audience, timing, and the challenge you want to solve. From there, Donna will recommend the workshop format that best fits your needs.

Get Started

Schedule a call with Donna today to discuss how her workshops can be tailored to your organization’s specific needs to help you turn customer value into a competitive advantage.