Past Meetup

Virtual Workshop: Bridging the Gap Between Sales and Project Management

This Meetup is past

27 people went

Price: $5.00 /per person

Online Event

Online Event · Austin, TX

How to find us

We'll send out information to join the workshop via Zoom once you've registered for the event.

Location image of event venue


Left foot meet right foot: How to dance the PM & sales tango

***This remote session is designed for to attend remotely as a team in pairs***

Look across your desk. Do you see something missing? Project managers and sales people often work in silos within their agencies, leading to a breakdown between the scope and budget of a project, its potential risks, and the core details that help a PM set up the project successfully. This, in turn, leads to projects running in the red, which puts more pressure on sales to close future leads.

It doesn’t have to be this way: PMs and sales (whether that’s business developers or accounts) can work flawlessly together to help vet incoming leads, tighten up scopes of work, and align clients on a matrix that matches and propels company values. The nice side effect? Digital PMs become secondary business developers, maximizing the value on projects and offloading under pressure sales folks. Happy projects, healthier companies? This is just good for business.

Join Rachel Gertz, Co-founder and trainer of Louder Than Ten (the apprenticeship program for people who run profitable projects) for this 90 minute workshop, and learn to build alignment between the PM and sales role in your agency. You’ll explore the red flags on your incoming projects, define how to align more cohesively between sales and PM roles internally, and plot incoming and current projects on a client matrix to qualify and maximize the value of your projects.

***This remote session works best if you attend as a team in pairs***

Bring people who wear both the PM and/or sales or accounts hats as you’ll be working through some structural and process related changes that can create more profitable projects longterm. AKA: if you’re a PM, bring your sales folks and vice versa and plan to be in the same room for maximum effect.

Rachel Gertz is Co-founder and Digital PM Trainer at Louder Than Ten. She trains apprentices in digital project management so they can work full time while learning to keep their companies happy, healthy, and ready for the future. Rachel loves to support the digital PM community and speak at events around the world that aim to elevate the technology industry. She’s the current director of the Vancouver Digital Project Managers group.