Avalara
Enabling the Future Vision of Avalara to be the Tax Compliance Solution of Choice
14 of Avalara’s top executives committed to a full day in-person workshop session with us to dig into their goals and priorities for future growth.
After extensive discovery and preparation, we led the session focusing around data consolidation and best practice regarding usage of their existing Salesforce footprint, while encouraging a clear POV around their future goals and solutions to achieve them.
With a clear focus on Lead to Sales transformation that would hit home with their project lead, the VP of IT, my team and I built a comprehensive persona-driven future vision story and accompanying product demo to prove value and influence purchase decisions.
The result?
We landed the plane on a huge project with many stakeholders, delighting the customer and maintaining momentum for the Salesforce account team.
“We exceeded the customer expectations! Thank you for the enormous hustle over the last few weeks. I’m really proud of us for getting this output to this high a standard.” -Chris Hallas, Account Executive, Salesforce
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My Role:
Customer Research & Discovery, Workshop Facilitation, Creative Strategy, Product Marketing, Content Writing, Design, Project Management, Executive Presentation Readout
Note: Each of the examples below show only a snapshot of their respective presentations or exercises, and are shortened samples that have been scrubbed for confidential content.
