XTG How to Fish
Workshop 4
Work It ← All sessions
The XTG team
Workshop 4 · optional · repeats monthly45 minutesBring one live account

Work It

Your account, our bench, live on the call.

What this is

Not a fourth lesson. A clinic.

There is nothing new to learn here. This time is reserved for prospects and qualifications that Account Managers bring with them, and the people on the call are the ones who would actually be assigned to the work.

Five accounts, eight minutes each. You do not prepare anything. You bring a name.

Who should come

Anyone who has been through sessions one to three, and anyone with a live account they are unsure about. Sales managers are welcome and useful in the room.

What you bring

An account name, a space, and whatever you heard. Incomplete is fine. Incomplete is the normal state and working with it is the point.

What you leave with

Either a booked thirty-minute call with a date on it, or a submission into the Tuesday and Thursday Gateway with your name on it.

Q1 2025recorded
$6.2Mpipeline in period
viewing angle
Before you bring one

This is the region you are selling into.

Every peak is a place where somebody in Central opened an experiential conversation. Height and colour are the same number: opportunity value. The teal rings are AVI-SPL offices.

Keep scrolling. The map leans over and time moves forward on the same gesture.

Q4 2025one project

One conversation moves the whole landscape.

Central books $29.0M across nineteen opportunities. Dallas alone carries $11.4M of it, on the UTD Student Success Center.

Watch the terrain when a single large project lands. One peak, and the rest of the region unchanged underneath it. That peak started as one person asking a different question.

$29.0Mpipeline
$15.1Mwon
19opportunities
The part that should bother you

Four Central offices are flat ground for two straight years.

Grand Rapids. St. Paul. St. Louis. Des Moines. Sixteen of twenty Central offices show up somewhere in these eight quarters. These four never do.

Flat does not always mean nobody is fishing. Sometimes it means the work was booked under a name this map could not place. Both are worth a phone call. Only one is a coverage problem.

Q2 2026the widest quarter

Thirteen locations at once.

$38.1M across twenty-eight opportunities, and for the first time the terrain has more than two centres of mass. Detroit, Memphis and Austin all rise in the same quarter.

That is what a region looks like when more than a handful of people are asking the question.

Q3 2026 onward

The horizon thins out fast.

Six locations in Q3, then one in Q4. The far end of any pipeline view is always thin, because nobody has opened those conversations yet.

The forward slope of this terrain is the entire reason this programme exists. You are looking at the gap you are being asked to fill.

What the map cannot tell you

Every position here was inferred from a project name.

The forecasting workbook has no city column, and on the live tracker the fields that would answer it, Delivering Office, Selling Office and Delivering Region, are blank on 345 of 351 active opportunities.

So the shape is directional and the shape is useful, and it is not yet a system of record. Say that out loud before anyone else does.

Now your turn

Bring one account and we will put it on this map.

You do not need a project. You need a name, a space, and something you actually heard. Eight minutes each, five accounts, and the people on the call are the ones who would be assigned to the work.

The worksheet is below.

How each turn runs8 min per account

Eight minutes, and the clock is real.

0:00
You talk. The account, the space, the person, and what you actually heard. One minute, and we will stop you at one minute.
1:00
We ask the five questions back at you. Not to test you. To find the holes fast, out loud, so the whole room learns where the holes usually are.
3:00
We name it. Which of the six shapes, who probably owns the experience outcome, and where you are on the clock. If we think it is a no, we say so here and tell you why.
5:00
The next move, written down. Usually one of three: a person to call, a question to go back and ask, or a submission. Specific, with a name attached.
7:00
Booked or submitted. On the call, not afterwards. Afterwards does not happen.
Facilitator

Hold the clock hard. The value of this format is that five people get worked rather than one person getting worked thoroughly. If an account needs longer, it has earned a real kickoff call and should be taken off the clinic and into the Gateway.

Work the least confident person first. The room calibrates to whatever the first turn looks like, and if the first turn is the sharpest AM in the office, everyone else quietly decides not to volunteer.

Fill this in during your turn

The worksheet.

Nothing here is stored or sent anywhere. When you are done, build the email and paste it into Outlook. That is the submission.

The five questions
  • Who walks through here, and what do you want them to say afterward?
  • Is there a moment in this space that has to land?
  • Who else is already working on this?
  • Has anyone written down what this has to do yet?
  • What happens to this space in three years?
The line, when you need it

"Would it make sense to put thirty minutes on the calendar and bring in our experiential technology team? They do this every week, they will ask better questions than I just did, and it costs you nothing but the half hour."

Send to xtg@avispl.com. Response within twenty-four hours. Verdict at the next Tuesday or Thursday Gateway.

Visitors walking through the Jewels of the Sea immersive gallery
A park planning its first new animal exhibit in some time. That sentence is the whole trigger.
SeaWorld Jewels of the Sea, San Diego · 2025 Commercial Integrator Award, Best Immersive Experience
And then

A workshop that ends is a workshop that gets forgotten.

The sessions are the easy part. What follows is what decides whether any of this shows up in a number twelve months from now.

The tailOngoing

Four things that keep it alive.

01

This clinic, monthly

Same format, open to anyone. No sign-up, no prerequisite beyond having an account you want looked at.

02

Two joint client calls per office per quarter

XTG on the call with the AM, in front of the client. Nothing teaches this faster than watching it done once on your own account.

03

A sales manager coaching card

Three questions a manager can ask in a one to one that surface an experiential opportunity without needing to know anything about experiential technology.

04

A scoreboard measured in swings

Two to three XTG swings per Account Manager per year. Counted as submissions, not revenue, because revenue tells you what closed rather than whether anyone is fishing.

The one that matters

More lines in the water.

That is the whole objective and it always was. Not more experts, not a better qualification process, not a deeper technical bench. More Account Managers noticing something, saying one sentence, and booking half an hour.

Segment library → ← Workshop 3 All sessions