Public workshop · Live online
Presenting Technical Recommendations to SaaS Customers
09:30–14:30 UK time · GMT
Make a technical recommendation clear to SaaS customer stakeholders. Practise explaining the decision, relevant options, evidence and responsibilities, then handle questions with an appropriate level of detail and a useful next step.
- Microsoft Teams
- Maximum 4 participants
- English
- 4 training hours + lunch
Who is this for? Solutions engineers, technical consultants, implementation specialists and project managers presenting recommendations to SaaS customers, including non-technical decision makers.
Workshop agenda
| Time (GMT) | Session | What you will practise |
|---|---|---|
| 09:30–10:00 | Find the decision behind the presentation | Identify the customer stakeholders, what each needs to evaluate and the decision your presentation should support. Use a fictional recommendation or a safe example from your work. Your output: An audience brief and a precise statement of the presentation’s purpose. |
| 10:00–10:45 | Build a recommendation people can follow | Organise the current situation, options, recommendation and implications. Distinguish approved evidence from assumptions, then practise signposting how the parts support the customer’s decision. Your output: A short presentation outline with clear reasoning and an explicit decision request. |
| 10:45–11:30 | Translate detail into customer meaning | Refine a technical explanation and 1 supporting visual. In pairs, test whether a non-technical stakeholder can explain the point and the practical effect on their team. Your output: A clearer explanation and a simplified visual or sketch. |
| 11:30–12:30 | Lunch break | Optional 10-minute 1-to-1 video check-in with Paul to review feedback and focus your afternoon practice. |
| 12:30–13:15 | Present and receive specific feedback | Each participant delivers a 3-minute segment and answers a short customer question. Feedback focuses on relevance, structure, explanation and delivery; colleagues rotate stakeholder and observer roles. Your output: Individual observations on 1 presentation segment and a priority for refinement. |
| 13:15–14:00 | Refine the message and handle Q&A | Repeat a selected section after feedback. Practise responses to questions about disruption, evidence or implementation responsibility, including how to assign further technical validation when required. Your output: A refined presentation section and a clear response or follow-up commitment. |
| 14:00–14:30 | Close with a usable decision request | Practise summarising the recommendation and checking remaining questions. Choose 2 actions for the next customer presentation and a colleague or manager who can help review application. Your output: A concise close and a personal presentation application plan. |
Preparation and follow-up
Before the workshop
Allow 15–20 minutes to prepare a 3-minute recommendation using up to 3 slides, or use the supplied case. Include a short opening and 1 likely customer question.
After the workshop
Submit a revised outline, opening and key visual. Choose 2 presentation priorities and a suitable opportunity to review your next attempt.
Your individual report comments on the written or visual materials separately from the delivery and Q&A observed during the workshop. It identifies 2 presentation priorities and a workplace review prompt.
Bring: a short technical recommendation using only approved, anonymised material suitable for a public group. A supplied case is available.
Direct booking · GBP
Workshop prices
Book 1 place or all 4 for your company.
Super early birdPrice and closing date to be confirmed
Early birdPrice and closing date to be confirmed
| Booking | UK total including 20% UK VAT | Eligible non-UK business total without UK VAT |
|---|---|---|
| 1 participant | £180£150 + £30 UK VAT | £150Per participant |
| 1 company · All 4 places10% company discount | £648£540 + £108 UK VAT £162 per participant | £540£135 per participant |
Non-UK business bookings: we confirm business status, the receiving establishment and applicable taxes before invoicing. UK VAT applies to private individual bookings, including overseas individuals.
Interested in booking?
Tell us the workshop and number of places. We confirm availability, VAT treatment and booking-specific cancellation/refund terms, then send an invoice with Starling bank-transfer details. Places are confirmed after payment. Booking terms.
Or email training@newskilz.com.
Practical information and confidentiality
- Join on a laptop or desktop with a microphone, camera and reliable internet connection. Microsoft Teams joining instructions are sent by email.
- Participants may come from different companies. Attendance is subject to a confidentiality agreement covering NewSkilz and every participant. Use demo environments or fictional data; exclude customer information, passwords and sensitive material.
- The live workshop must not be recorded, photographed or transcribed. Screenshots, automated transcription and AI meeting assistants are not permitted.
- Preparation and follow-up submissions are sent privately to NewSkilz and will not be shared with other participants without your permission.
For access requirements or learning needs, contact NewSkilz before booking so we can discuss suitable arrangements.
Workshop questions
Is this the software demo workshop?
This workshop develops the explanation of a recommendation and a stakeholder decision. The demo workshop concentrates on demonstrating software through a buyer’s workflow.
Do I need polished slides?
No. A simple draft or sketch is enough. The emphasis is the message, explanation and conversation the visual supports.
Can I bring an implementation recommendation?
Yes. A rollout option, integration approach or proposed workflow change fits when its information is approved for sharing and technically validated.
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