XTG How to Fish
Workshop 1
Recognize It ← All sessions
An illuminated workplace lounge with colour-shifting LED columns
Workshop 1 of 445 minutesBring nothing

Recognize It

Seeing the opportunity inside an account you already own.

The objective2 min

You leave with one account, one space, one person.

That is the entire assignment. Not a qualified opportunity. Not a scope. A name you write down and bring to Workshop 2.

Facilitator

Say the objective in the first ninety seconds and do not soften it. The single biggest reason these sessions fail is that people arrive braced for a technical exam. Tell them there is no exam, then prove it by never testing them.

Do not correct anyone in this session. If an AM misidentifies something, take the answer and move. Correction in session one costs you their next three contributions.

Act one · the facade

What does your client think we sell?

Take ten seconds before you read on. Whatever came to mind, that is the ceiling on every conversation you have with them.

Act one8 min

They think we sell rooms. So that is what they ask us for.

Conference rooms. Huddle spaces. A video wall. A quote against a specification somebody else wrote. When a client only ever brings you room questions, it is worth asking who taught them to do that.

What they ask for
  • "Can you quote fourteen huddle rooms?"
  • "Our conference room mics keep failing."
  • "We need signage in the elevator lobby."
  • "Send us pricing on the video wall."
What they were also thinking
  • "The lobby embarrasses me when clients walk in."
  • "We spend a fortune flying customers here and they leave with nothing."
  • "The board keeps asking what this building says about us."
  • "We are two years into a capital campaign and nobody has talked to us about technology."

Nobody is hiding the second column from you. It simply never comes up, because the conversation you opened had a shape and they answered inside it.

Facilitator

Ask the room for one real example of a client who asked for something small and turned out to be planning something large. Somebody always has one. Let them tell it. That story does more work than the next four slides.

What the numbers say

The gap is origination, not closing.

Central booked more experiential projects in the first half of this year than last, on roughly the same headcount. Revenue moved less, because revenue measures what closed, not whether anyone is fishing.

0
More projects, H1 2026 against H1 2025. 27 projects to 37.
XTG H2 plan · Central lookback
0
Central offices effectively dark. Chicago booked three projects and six thousand dollars.
XTG H2 plan · Central lookback
0
Milwaukee and Detroit combined, up from zero. Nothing changed about those markets except that somebody showed up.
XTG H2 plan · Central lookback
0
People in XTG across six disciplines. Not four. You are not asking a small favour of a small team.
XTG, current
OfficeH1 2025H1 2026What it tells you
St. Paul6 projects · $9.96M6 projects · $570KSame activity, one twentieth the revenue. Revenue is a lagging, lumpy measure of a good half.
Kansas City5 projects · $10.42M5 projects · $422KThe same story again, which makes it a pattern rather than an accident.
Milwaukee + Detroit0 projects · $04 projects · $5.2MAttention arrived. That is the whole variable.
Chicago3 projects · $6,000One of the largest corporate markets in the country, effectively unfished.
Facilitator

These figures come from the XTG H2 plan and the H1 Central lookback. The readings beside them are our analysis, not an endorsed corporate position, and the office numbers have not been reconciled to Power BI. Present them as our read, and say so. Anyone in the room who checks will find you were straight with them.

A single figure standing in front of a wall-sized projected wave
A regional Account Manager and a Design Engineer do not need to be the only ones standing in the middle of a squall developing a pursuit.
Arte Museum, Las Vegas
Act two · the honest ledger10 min

Seven reasons you have not called us. Some of them are fair.

This is the part of the session where we stop selling. If you have been at AVI-SPL for a while, you have heard a version of this pitch before and did not act on it. Here is our best guess at why, and what we can actually say back.

What you are thinkingWhat we can say back
"It will cost me commission."It does not. XTG takes zero commission away from you, and the regional number does not suffer. Your sales manager carries a number too, and an AM who uses us usually expands the wallet rather than splitting it. Fair concern, wrong facts.
"My Design Engineer is good at this."Your DE is good. Your DE also sees one of these every few years. We see them weekly, which is a different thing from being better. This is about repetition, not capability.
"I will lose control of my client."You keep the customer, the relationship and the booking. Your region keeps delivery. We do not take the pen and we do not get between you and your account. Fair concern, and it is on us to keep proving it.
"It will slow the deal down."Earlier does not mean slower. It means fewer laps. Late entry is what forces you to reopen scope, reprice, rebuild the story and compress delivery. The delay you are worried about is the one caused by calling late.
"I do not know enough to open the conversation."Correct, and you do not need to. You need to hear a handful of phrases and say one sentence. This is the honest one, and the whole programme is built around it.
"Last time I brought in a specialist team it went nowhere."Also fair, and it is the reason for the response commitments. Twenty-four hours to an answer. A verdict every Tuesday and Thursday. A decline comes with the reason attached. A fast no is part of the offer, not a failure of it.
"My client is not that kind of client."Maybe not. Hold that thought for twelve minutes. This is the one we are going to test in the next section.
Facilitator

Read the left column out loud, all seven, before you answer any of them. The room needs to hear its own objections said back accurately by the person doing the asking. If you answer as you go, it turns into a rebuttal and they stop listening.

Then invite an eighth. Somebody will have one you have not thought of, and it is worth more than the seven you prepared.

Act three

If you cannot name the shape, you will price the parts.

Every experiential opportunity arrives disguised as something ordinary. There are six disguises, and once you know them you cannot stop seeing them.

Act three · the six shapes12 min

Six shapes. Every one of them is already in somebody's territory.

TK Elevator North America headquarters tower lit at dusk
Shape 01

The front door

Sounds like"The lobby does not say who we are any more." A ground-floor renovation, an atrium, a facade, a new building, a welcome desk that has become a security desk.
Who owns itBrand and marketing, corporate real estate, the architect. Rarely IT.
On fileTK Elevator North America HQ, Atlanta. LED mesh wrapping three sides of a 420 foot tower, eight floors, over 2.4 million pixels. 2022 LAVnch [Code] Honorable Mention.
Verizon innovation lab with a curved wall of tiled screens
Shape 02

The room where they bring customers

Sounds like"We fly our top fifty customers here twice a year." Executive briefing center, customer experience center, innovation lab, sales center, demo suite.
Who owns itSales enablement, marketing, an executive sponsor with a pipeline number. This is the one where the budget is almost never in the IT line.
On fileVerizon The Hub Innovation Lab, Boston. 2022 LAVnch [Code] Out of this World Experience Award. EBDAA Innovation Hub, Emirates. 2024 AV Awards Corporate Project of the Year.
The Museum of the Future, Dubai, at night
Shape 03

The story building

Sounds like"We are in year two of the campaign." A museum, visitor center, hall of fame, aquarium, corporate heritage space, an exhibit refresh, a reopening date three years out.
Who owns itThe director, the curator, the exhibit designer, and the development office that is raising the money. The AV manager is a stakeholder, not the buyer.
On fileMuseum of the Future, Dubai. 66 displays, 41 projectors, 333 speakers and 81 media servers across five floors, delivered in one year. SeaWorld Jewels of the Sea, San Diego. Arte Museum, Las Vegas.
A nursing simulation lab with patient beds and capture equipment
Shape 04

The rehearsal room

Sounds like"They have to practise it before it counts." Medical simulation, a new health sciences building, a training center, mission rehearsal, an operations center or command floor.
Who owns itA simulation center director, a dean, an accreditation lead, or an operations director. Somebody is being measured against a standard, so the opening date is real and it does not move.
On fileThompson Rivers University Nursing and Population Health Building. Miami Dade College, including a fully equipped ambulance simulation. University of Michigan, 389 integration jobs since 2012.
A packed stadium with large video boards
Shape 05

The crowd

Sounds like"Fan experience is the priority this cycle." A stadium or arena renovation, a concourse, a club level, a naming rights deal, an esports venue, a concert hall, an entertainment district, a civic plaza.
Who owns itA chief revenue officer, a fan experience lead, marketing, sometimes the ownership group directly. Sponsorship money often pays for it, which is a different budget cycle than capital.
On fileGEHA Field at Arrowhead Stadium, over 600 Sony BRAVIA displays. Camping World Stadium, 85 miles of cabling. UT Dallas Comets LANding, a 16,000 square foot esports and broadcast venue. David Geffen Hall, Wu Tsai Theater.
A bright corporate amenity floor with sculptural pods and planting
Shape 06

The brand in the world

Sounds like"We are rolling the new concept out to forty sites." A retail flagship, a store concept, an amenity floor, a rebrand, a multi-market programme where every location has to feel the same.
Who owns itBrand, store concept, visual merchandising, workplace strategy, real estate. Almost never a single buyer, which is exactly why early beats late.
On fileExperience-driven retail and immersive workplace sit in our stated capability set, and this is the shape where our named proof is thinnest. Bring us one and it becomes the case study.
Facilitator

Shape six is deliberately honest. We hold strong named proof in culture, sport, simulation and briefing centers, and we hold capability claims rather than named case studies in retail, corporate amenity and multi-market rollout. Say that in the room. Overclaiming here is how you lose a seller permanently on the second meeting.

Do not read all six aloud. Ask which two are most alive in this office and spend the time there.

Act four · where it hides7 min

Open your account list. Three questions.

Not prospecting. These are accounts you already own, with people who already take your call. Any single yes is a candidate.

1
Which of your accounts has ever told a customer to "come see us"?
If a client brings people to a building on purpose, they have an experience whether or not they call it one. Somebody there is already accountable for how that visit goes.
2
Which of your accounts is building, moving, or renovating in the next twenty-four months?
Construction is the clock. Everything worth shaping gets decided before the drawings are finished, and after that you are quoting against somebody else's specification.
3
Which of your accounts spends more on marketing than on IT?
You do not need the actual figures. You need to know whether the money that would fund this sits in a department you have never sold to. If it does, that is the door.
Write this down

One account. One space. One person you do not yet know.

The third one is usually blank, and that is fine. Finding out who owns how a place feels is the assignment between now and Workshop 2.

Act five · the recognition drill6 min

Room, or experience?

Ten things a client might say to you this month. Decide before you open the card. Press O to reveal every answer at once.

Tap to answer
"We need to refresh the boardroom AV."
Room

Take it, quote it, do it well. Not everything is an experience and pretending otherwise wastes your credibility on the one that is.

Tap to answer
"We want people to feel something when they walk in."
Experience

The word feel is the tell. Nobody says that about a huddle room. Ask what they want the person to say afterward.

Tap to answer
"The architect asked who is doing the AV."
Experience, and the clock is already running

An architect asking means there is a design team, a programme and a budget line. It also means somebody may already be writing requirements. Move today.

Tap to answer
"Can you quote fourteen huddle rooms?"
Room

Quote it. Then ask what else is happening in the building, because fourteen rooms usually means a floor, and a floor usually means a plan.

Tap to answer
"The board wants the lobby to say who we are now."
Experience

Shape one, the front door. Note the buyer: this is a board conversation, which means the sponsor sits well above your usual contact.

Tap to answer
"Our conference room microphones keep dropping."
Room

Service issue. Fix it fast. Being the person who fixes the annoying thing is how you earn the meeting where the interesting thing gets discussed.

Tap to answer
"We are consolidating three offices into one."
Experience

Consolidation always comes with a "why would anyone come in" problem, and the answer is usually an amenity floor, a front door, or both. Shapes one and six.

Tap to answer
"We have a donor event in the new wing in the spring."
Experience

A donor event means a capital campaign, which means there is a fundraising target attached to how impressive the wing is. That is a story building with money behind it.

Tap to answer
"Can you get me pricing on a Pixera server?"
Experience, and call today

Nobody asks for a media server by name to run a meeting room. Somebody in that building is designing a show. If you hear this and do not reach out, that is a problem, and it is a problem for you.

Tap to answer
"We need signage in the elevator lobby."
Room, usually

Usually a screen on a wall. Worth one follow-up question: is this wayfinding, or is somebody trying to make the arrival feel like something? The answer decides it.

Facilitator

Run this as a show of hands, not as a quiz with a scoreboard. Four of the ten are rooms on purpose. If everything on the list were an experience, you would be teaching people to hear a yes everywhere, and the first three calls they make would burn our credibility and theirs.

Close2 min

Who at that account owns how the place feels?

Most people cannot answer this about their largest account. It is not a failure. Nobody has ever needed you to know it before. Finding out is the only thing between this session and the next one.

Before Workshop 2
  • Name one account from the three questions
  • Name one space inside it
  • Find one person who owns how that space performs
If you want to move now

You do not have to wait for session two. Email xtg@avispl.com or message Ridge with the account name and one line about the space. You will hear back within twenty-four hours.

Workshop 2 · Open It → Segment library