BRIEFING PROGRAM
A briefing program is a strategic asset that creates meaningful, personalized engagements with customers, amplifying brand value and accelerating business growth. It serves as a dynamic platform for building trust, delivering insights, and aligning solutions with customer needs.
Imagine you’re a top customer of a tech giant. Instead of just sending you emails or brochures, they invite you to a special place—like Microsoft’s Executive Briefing Center or Apple’s Experience Hub. There, you meet with experts, see cool demos, talk about your company’s goals, and learn how their technology can help you grow. It’s not a sales pitch—it’s a personalized, high-level conversation to solve problems, spark innovation, and plan the future together.
These programs usually include:
Tailored presentations based on your business needs
Hands-on demos of new tech or solutions
Strategy sessions with company leaders and engineers
Confidential discussions to explore challenges and opportunities
It’s like getting backstage access to the company’s brainpower, so you can make smarter decisions and build a stronger partnership.
With almost 20 years of experience, I offer expertise to enhance every facet of your briefing program—from strategy and operations to customer experience and measurement—helping you maximize its impact and sustain long-term success.
I’m excited to announce the launch of Briefing Program consulting service in alignment with the World-Class Characteristics, as defined by GACEP, the Global Association of Customer Engagements Professionals.
I offer tailored consulting services for Executive Briefing Programs, designed to meet organizations wherever they are in their journey.
Whether you're building a full-scale, world-class program from the ground up or enhancing specific modules—such as customer experience, analytics, operations, or multi-center alignment—I provide strategic guidance rooted in the ABPM/GACEP framework.
My approach is flexible, collaborative, and outcome-driven. I'm happy to connect for a free initial conversation to understand your goals and explore how I can support your team.
Depending on your needs, I can also bring in trusted GACEP-certified partners with specialized expertise to ensure your program delivers measurable impact and lasting value.
Ready to take the next step?
Let’s connect and start this exciting journey together!
MANAGEMENT
This characteristic focuses on the strategic foundation and leadership support behind the briefing program. A world-class program is recognized by senior management as a vital business tool that drives customer trust, loyalty, and revenue. It operates under a clear business strategy aligned with corporate goals, ensuring relevance and impact. The program attracts and nurtures top talent, offering career development and professional growth. Advocacy is built through advisory boards and stakeholder engagement, fostering alignment across departments like sales, marketing, and product teams. A strong internal and external marketing plan communicates the program’s value, encouraging participation, funding, and long-term support
OPERATIONS
Operational excellence ensures the program runs smoothly, efficiently, and with strategic focus. A well-defined sales engagement strategy targets high-value opportunities and aligns with corporate sales priorities. Discussion leaders—subject matter experts who present during briefings—are recruited, trained, and supported through structured onboarding, certification, and feedback systems. Automation and briefing management tools streamline processes, optimize resource allocation, and scale the program effectively. Documented policies and standards clarify expectations for internal teams and external vendors, promoting consistency, accountability, and high-quality delivery across all briefing formats.
ANALYTICS
Analytics provide the data backbone for continuous improvement and strategic decision-making. A robust performance measurement strategy tracks business impact, stakeholder satisfaction, and program effectiveness. Immediate feedback tools capture customer reactions and briefing outcomes in real time, helping refine future sessions. Integrated reporting systems link briefing data with CRM and other platforms to quantify contributions like sales acceleration, revenue growth, and opportunity creation. Strategic customer insights gathered during briefings are shared with product and business teams to inform innovation, solution development, and long-term strategy.
CUSTOMER EXPERIENCE
Customer experience is at the heart of a world-class briefing program. Every briefing is highly customized to the client’s industry, challenges, and goals, ensuring relevance and engagement. A comprehensive customer engagement strategy enhances the experience before, during, and after the briefing, creating memorable touchpoints and fostering deeper relationships. Trained facilitators guide conversations, advocate for the customer, and ensure interactive, goal-driven dialogue. The briefing environment—whether physical or virtual—immerses customers in the company’s brand, culture, and values, reinforcing trust and alignment with the client’s own mission.
MULTI-CENTER PROGRAM
For organizations with multiple briefing centers or platforms, consistency and coordination are key. A shared vision, unified strategy, and standardized tools ensure all locations deliver a cohesive experience. Centralized management—or strong collaborative practices—facilitates best practice sharing and operational alignment. Branding and customer experience are harmonized across centers, reinforcing the company’s identity and values. Each center tracks performance metrics to ensure quality and impact, with regular reviews to maintain excellence across the entire program footprint.
Founded in 1994, the Global Association of Customer Engagement Professionals (GACEP, formerly ABPM) is a global community of professionals who curate highly customized, customer-centric conversations between small groups of key decision-makers from their company's high-potential accounts and the right people internally who have a deep understanding of that customer's business challenges and opportunities. GACEP members are dedicated to sharing Briefing and Customer Engagement Programs knowledge and best practices and highly value openness and collaboration, which are essential to the success and impact of their programs.
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