You have brilliant people working for you but sometimes they have difficulty articulating value. Our Services Portfolio Workshop will extract their wealth of knowledge and transform it into something that your sales, marketing, and most importantly, customers can consume. Provide your marketing and sales teams a clear understanding of your services to:

  • increase go-to-market effectiveness,
  • accelerate the sales process,
  • and create a foundation for services portfolio management.

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Package Your Services For Scale

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 the workshop will set up your Delivery, Sales, and Marketing teams for success.



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. 



Quicken your employee's 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 beginning of your training enablement. 




Starting with the same foundation through a standard service catalogue creates less variation and reduces back-and-forth discussions regarding proposals and SOWs, including less dependence on the delivery team for solution design. 



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

"I liked the cadence of the workshop and the variety of open discussions. As a new employee, this was beyond helpful to me in understanding the strengths and opportunities of the organization."

What to Expect

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 and 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 1

On Day 1, we will bring together all parties to document and organize your core business using a taxonomy structure and capture differentiation, competition, and future service considerations.  

Day 2

On Day 2, 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.


"Forces you to think about and articulate the things that you put off. It's a big time commitment but the outputs helped us accelerate several different initiatives that hit roadblocks internally. We're finally back on track."

Service Portfolio Workshop FAQs

Why do we need Delivery, Sales, and Marketing involved? 

We have found that bringing all of these parties together improves alignment between service development resources and your revenue functions.

How long are these workshops?

It can greatly range depending on the complexity of your services portfolio. We understand that taking resources away from the billable activity is difficult so we can structure the workshop to meet the needs of the business without deteriorating the quality of the workshop output. 

What if I have a dispersed team?

We can perform this workshop remotely. Alveo uses Miro and Zoom for virtual workshops. It is requested that participants have two monitors for a better experience and shut down any applications (email, IM, etc.) to be fully engaged in the process. 

How much is the workshop?

Workshops start at $8,000 and are dependent on the complexity of your service portfolio, number of potential participants, and mode of delivery. Please contact us at to request a quote for your business. 

Does the workshop include operations, finances, and hiring? 

No. This workshop is strictly to help package your services in a way to promote greater revenue growth. We do however have a partner that we can recommend to help you.