Live & Virtual

Workshops & Live Events

Intensive, hands-on workshops led by Cecil Jones and CJM advisory specialists. Each workshop includes pre-work diagnostics, practical exercises, deliverables you take back to your business, and follow-up coaching to ensure implementation.

Workshops Are Scheduled on Demand

Revenue Systems Institute workshops are currently delivered as private engagements for leadership teams — on-site or virtual, scheduled around your calendar. Public workshop dates will be announced here as they are scheduled. In the meantime, every workshop below is available for your team.

Workshop Catalog

Nine Workshops for Every Revenue Discipline

Executive Leadership Workshop

Build the leadership systems that scale your business beyond you.

A one-day intensive for CEOs, presidents, and business owners. This workshop addresses the constraint that limits most growing organizations: the leadership capacity of the executive team. Participants leave with a strategic planning framework, an organizational design blueprint, and a personal leadership operating system.

1 day + 30-day follow-upFull-day (8 hours), on-site or virtual. Includes workbook, templates, and 30-day follow-up call.

Who Should Attend

CEOs and PresidentsBusiness owners with 10+ employeesExecutive team membersGeneral Managers with P&L responsibility
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Revenue Growth Workshop

Find your biggest revenue constraint — and build the system to break through it.

A hands-on workshop for leadership teams. In one day, we map your complete revenue system, identify the single biggest constraint, and build the implementation plan to resolve it. This is not a lecture — it's a working session that produces a concrete revenue growth plan.

1 day + 60-day follow-upFull-day (8 hours), on-site or virtual. Includes pre-work diagnostic, workbook, and 60-day follow-up.

Who Should Attend

Business ownersRevenue leadersSales and marketing directorsOperations leaders
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Sales Team Bootcamp

Turn your sales team from a collection of individuals into a systematic revenue engine.

A two-day intensive for sales teams. Day 1 covers the sales system: process, pipeline, technology, and metrics. Day 2 covers the sales craft: discovery, objection handling, proposal, and close. Teams leave with a shared sales playbook and individual development plans.

2 days + 90-day follow-up programTwo full days, on-site preferred (virtual available). Includes role-play sessions, individual coaching, and 90-day follow-up program.

Who Should Attend

Sales team members (all levels)Sales managers and directorsBusiness owners leading salesAccount executives and BDRs
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Marketing Systems Workshop

Build marketing that runs as a system — not a series of campaigns.

A one-day workshop for marketing leaders and business owners. Design your marketing system architecture: positioning, channel strategy, content operations, and measurement. Leave with a marketing system blueprint and 90-day implementation plan.

1 dayFull-day (8 hours), on-site or virtual. Includes pre-work diagnostic and workbook.

Who Should Attend

Marketing Directors and ManagersBusiness owners managing marketingGrowth and demand generation leaders
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AI Readiness Workshop

Assess, prioritize, and plan your AI deployment — before you spend a dollar on tools.

A half-day workshop for leadership teams evaluating AI deployment. Complete the 8-dimension AI readiness assessment, identify the highest-ROI AI opportunities, and build a responsible deployment roadmap. No vendor pitches. No hype. Just practical implementation planning.

Half dayHalf-day (4 hours), virtual or on-site. Includes readiness assessment, opportunity scorecard, and roadmap template.

Who Should Attend

Business owners evaluating AIOperations and IT leadersCustomer experience leadersExecutive teams planning technology investment
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CRM Adoption Workshop

Fix the CRM that nobody uses — or select the one your team will actually adopt.

A one-day workshop for teams struggling with CRM adoption or preparing to select a new CRM. We diagnose why CRM implementations fail, design the solution (process first, then technology), and build the adoption program that makes CRM use habitual.

1 dayFull-day (7 hours), on-site preferred. Includes CRM diagnostic, architecture template, and adoption playbook.

Who Should Attend

Operations leadersSales managersBusiness ownersCRM administratorsTeams preparing for CRM selection or migration
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Customer Retention Workshop

Calculate what churn is costing you — and build the system to stop it.

A one-day workshop for leadership teams. Calculate your true churn cost, identify where and why customers leave, design retention interventions, and build the measurement system to track retention improvement over time.

1 dayFull-day (7 hours), on-site or virtual. Includes pre-work churn audit and retention workbook.

Who Should Attend

Business ownersCustomer success leadersOperations leadersService business ownersMembership and subscription business leaders
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Referral Growth Workshop

Build a systematic referral engine — not an afterthought.

A half-day workshop on designing and implementing systematic referral generation. Most businesses hope for referrals. This workshop teaches you how to engineer them — trigger identification, ask design, incentive architecture, and measurement.

Half dayHalf-day (4 hours), virtual or on-site. Includes referral system workbook and templates.

Who Should Attend

Business ownersSales leadersMarketing directorsCustomer success managers
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Operations Excellence Workshop

Design operations that scale without breaking — process, technology, metrics, and continuous improvement.

A one-day workshop for operations leaders. Map your core processes, identify operational constraints, design the technology architecture, build operational dashboards, and create the continuous improvement system.

1 dayFull-day (7 hours), on-site preferred. Includes process mapping workbook and templates.

Who Should Attend

Operations Managers and DirectorsCOOsBusiness owners managing operationsProcess improvement leaders
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Ready to Train Your Leadership Team?

Every workshop begins with a free 15-minute Strategy Call to determine which session — or sequence of sessions — will produce the greatest impact for your team.