XTG How to Fish
Workshop 3
Time It ← All sessions
Construction crew on site at the Museum of the Future before opening
Workshop 3 of 445 minutesBring your sentence

Time It

Who owns the outcome, who else is in the room, and why early wins.

The objective2 min

You leave able to place a live opportunity on the clock.

This is the commercial session. Everything up to now has been about seeing and opening. This is about whether what you found is worth anyone's time, who actually decides, and how much of the outcome is still yours to influence.

Act one · the clock

If the RFP dropped tomorrow, would you already be in the room?

If the honest answer is no, then the RFP is not an opportunity. It is the receipt for a conversation somebody else had.

Act one · the clock10 min

Requirements written means bidding. Not written means shaping.

One sentence, and it is the most useful thing in this programme. Everything about your position, your margin and your odds is downstream of which side of it you are standing on.

Late entry
01
Need appears
02
Story gets set
03
Scope and price committed
04
LORP clock running
05
Specialists arrive
Reopen scopeRepriceRebuild the storyCompress delivery
Early entry
01
Need appears
02
Bring the bench
03
Shaped solution
04
Delivery plan
05
LORP ready
Fewer assumptionsDelivery plan before LORPCleaner handoffs
The line worth remembering

Earlier does not mean slower. It means fewer laps.

And the one behind it

Late discovery does not remove complexity. It compresses it.

Facilitator

Both paths and both lines come from the XTG sellers deck that leadership has already seen. Using their own language here is deliberate. It means an AM who repeats it upward is repeating something their manager already recognises.

A vast curved screen showing Earth from orbit above a control surface
Every decision that made this possible was made before there was anything to look at.
Museum of the Future, Dubai · 66 displays, 41 projectors, 333 speakers, 81 media servers, one year
Act two · who owns the outcome12 min

In an experiential project, your usual buyer is not the buyer.

This is the single most useful thing an Account Manager can learn about this work. Your contact is still important, still your relationship, and often still the person who signs. They are rarely the person the outcome belongs to.

MarketYour usual buyerWho owns the experience outcomeWhat they are measured on
Briefing centers and sales centersIT, facilitiesMarketing, sales enablement, an executive sponsorCustomer visits, pipeline influenced, deal velocity
Corporate amenity and workplaceIT, corporate real estateHR, workplace strategy, real estate leadershipAttraction and retention, occupancy, cost per seat
Retail and branded environmentsIT, store operationsBrand, store concept, visual merchandisingTraffic, dwell time, brand lift, sales per square foot
Global enterprise deploymentsRegional ITA global programme owner, brand governanceConsistency across markets, time to open a site
Museum and cultureFacilities, an AV managerThe director, the curator, the exhibit designer, the development officeAttendance, donor confidence, the capital campaign
Sports and entertainmentIT, venue operationsChief revenue officer, fan experience, sometimes ownershipTicket yield, sponsorship inventory, fan sentiment
Medical simulationITThe simulation center director, a dean, an accreditation leadAccreditation, learner throughput, patient safety
Command and controlIT, securityAn operations director, emergency managementUptime, response time, situational awareness
Large public spacesFacilitiesAn owner's representative, the developer, the city, the architectPlacemaking, footfall, the civic story
Exercise · four minutes

Name the person at your account who owns the experience outcome.

If you cannot name them, that is not a gap in this session. That is your next call, and it is a good one to make, because almost nobody from a technology company has ever asked to speak to them.

Act three · the other people at the table8 min

Some of them make you bigger. Some of them take your scope.

Experiential pursuits have parties you do not normally meet on a room job. Knowing which is which is the difference between a partner-led win and finding out in month four that the fabricator is self-performing your AV.

Bring them in · they make the deal bigger
  • Architects and interior designers. They set the envelope, the sightlines and the power. If they know you early, the building accommodates the technology instead of fighting it.
  • Exhibit designers and experience designers. They own the narrative. We serve their intent, and they are the fastest route to being specified.
  • Content studios and digital artists. They make the thing people came to see. Our systems exist to play it properly.
  • Fabricators and millwork. They build the physical object the technology lives inside.
  • Owner's representatives and corporate real estate project managers. They run the programme, hold the schedule, and often hold the technology line item.
Watch them · they can take scope out of your number
  • Other integrators. Obviously, and least dangerously, because you can see them.
  • Exhibit fabricators who self-perform AV. Common in museum work. If they are appointed before you are known, the technology goes into their contract.
  • Content studios that bundle hardware. Reasonable for them, expensive for you, and usually invisible until the budget lands.
  • Design-build general contractors with an in-house technology line. They will price it if nobody else has.
  • An architect who specifies without talking to anyone. Not hostile, just early and uninformed. This is the most recoverable version and the most common.
The question that has cost us before

The question is not "is there a corporate real estate partner." The question is "who is the corporate real estate partner."

An eight-figure deal was lost because nobody asked who the CRE project manager was. Also worth asking: who owns the building, who manages the building, and who is project managing the fit-out. Four questions, thirty seconds, and they change who you are selling to.

Facilitator

Describe our partner ecosystem by role rather than by company name. We hold genuine relationships across experience design, branding, exhibit design, architecture, content, fabrication and UX, and the named list changes by pursuit. An AM who promises a specific firm to a client creates a problem for the pursuit team.

Act four · what happens when you call10 min

No black box. Here is the whole machine.

People do not hand their accounts to a process they cannot see. So this is all of it, including the part where we say no.

Your side

Four moves
  1. Notice one of the six shapes.
  2. Ask two of the five questions. One of them is question four.
  3. Say the line.
  4. Email xtg@avispl.com with the account, the space, and one line about what you heard.

You do not open a Monday.com board, fill in a form, or write a qualification. Your record lives in BRK where it always has.

Our side

Six commitments
  1. Credit. XTG takes zero commission away from the Account Manager, and the regional number does not suffer. Sales managers carry numbers too, and leveraging XTG usually expands the wallet and improves conversion.
  2. Response. A response happens within 24 hours.
  3. Verdict. A go or no-go happens every Tuesday and Thursday morning at the Opportunity Gateway. Immediately after, you get either a polite decline with the reason, or a yes that comes with team assignments and a request for a kickoff call.
  4. Ownership. You keep the customer, the relationship and the booking. Your region keeps delivery.
  5. Both feet in the canoe. If we get in, we are all in.
  6. Record. Everything you need lives in BRK, and we have access to it.
Facilitator

These six are Richard Turner's own rulings, relayed. Ideally Richard says commitment one himself, on the call or in a short recorded line. A commission promise relayed second hand is worth a fraction of the same promise from the person who owns the number.

Then this happens.

M1
Opportunity kickoff
Twenty-five minutes with your regional team and the XTG people assigned. Introductions, the opportunity, roles and responsibilities, our process, next steps. If the client is at day one with no drawings, we compress it to fifteen.
 
ROM, then BOM, then quote
An XTG technologist ideates, builds rough order of magnitude pricing and a basic bill of materials, then supports your regional Design Engineer in building the actual quote. Your DE is not replaced. Your DE is backed.
M2
Quote review
XTG and the regional team review the quote together, making sure specialty commissioning and manufacturer support are accounted for. You own margin and contracts. We support.
M3
Project kickoff
On purchase order, the XTG program management office takes coordination and runs internal, external and partner kickoffs. Your region executes delivery with your project engineer, project manager and install staff.
M4
Customer support, credit and repeat business
Within a month of completion we make sure the customer has been followed up, is happy, and has given feedback. Then we work with you on what comes next, because these accounts rarely buy once.
And when it is a no

A fast no is part of the offer. You get the reason, and the reason is usually one of these.

  • No budget signal. An idea with no money behind it is a conversation, not an opportunity. We will tell you what would need to be true.
  • The specification is already locked to somebody else's design and there is nothing left to shape.
  • No regional capacity to deliver it in the window the client needs.
  • It is standard AV and you will move faster, and make better margin, without us in the middle.

That last one matters. If we take everything, we are a tax rather than a resource, and the next time you have a real one you will not call.

Close3 min

Graduation is a submitted trigger, not a passed test.

One account, sent to xtg@avispl.com. That is the whole requirement, and it is the only thing anyone is counting. Not revenue, not a qualified pipeline number. Swings.

The scoreboard

Two to three XTG swings per Account Manager per year. Not revenue, because revenue measures what closed rather than whether anyone is fishing. Central runs at roughly three projects per office per half today.

Workshop 4 is optional

It repeats monthly and the time is reserved for real accounts. Bring one and we work it live, eight minutes, with the people who would actually run it.

Workshop 4 · Work It → ← Workshop 2 Segment library