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A Deeper Dive Into The Services Portfolio Workshop

In this 3-minute video, we dive into the importance of converting technology speak into value and share how our 2-day services portfolio workshop can help enable your teams. Watch the video and read below.


In order for a services organization to reach sustainable and scalable revenue growth, the delivery arm needs to implement services portfolio management to feed crucial information to sales and marketing. Without this, service providers can be greatly hindering their ability to drive sustainable revenue by taking the time to document and package your services for internal and external consumption, it gives you the foundation needed for scale. From sales and marketing enablement to future portfolio planning, the outcomes of our services portfolio workshop will set up your delivery, sales, and marketing teams for success.

Here's how you and your team can benefit and what to expect.

More effective campaigns

Immediately armor your sales and marketing teams with the information they need to be more effective in the market. Workshop output can translate immediately into messaging, collateral, and campaign materials.

Quicker onboarding

Quicken your employees' time to value by giving them clear documented information about your services. Outputs can be easily added to your latest training materials or act as the beginning of your training enablement.

Shorter sales cycle

Starting with the same foundation through a standardized service catalog creates less variation and reduces back and forth discussions regarding proposals and sows including less dependence on the delivery team for solution design.

More cohesive portfolio

Reviewing your portfolio as a whole ensures you maintain a cohesive portfolio that ties back to the overall company strategy. This helps with messaging, upsell and cross-sell opportunities, and future services planning and development.

The Workshop Experience

We bring together delivery, sales, and marketing to review all aspects of current service offerings and any future considerations.

The outcome of the workshop will provide sales and marketing with a clear understanding of your services as well as create a starting point for services portfolio planning. Workshops can be done in person or virtually. Our discussions will lead to documented answers to questions like:

  • "What are your core services?"
  • "How are you different?"
  • "How do your core services map to your business strategy?"
  • "What business impact do you create for your customers?"


An Alveo consultant will work with the core team to understand the internal team structure, existing service offerings, and review existing win/loss and customer information to customize the workshop specifically to your business.

Day one

On day one we'll bring together all parties to document and organize your core business using a taxonomy structure and capture differentiation, competition, and future service considerations.

Day two

On day two we will deep dive into each service offering or practice to create clear definitions, identify key features, understand benefits and outcomes and capture potential objections and qualification criteria.

Final deliverable

After the workshop, Alveo will deliver a comprehensive summary of the workshop sessions. Alveo will also provide recommended next steps including an action plan to assist your organization in implementing the findings.

For more information about our workshop, check out our website or get in touch with one of our team members.

We look forward to helping your team succeed.