Course Overview: Customer Value Ladder Mastery

This training course is structured into three comprehensive segments:

Part 1 (90 Minutes): Designing the Customer Journey This section explores the psychology behind client loyalty and how to map a clear, value-driven customer journey. Participants will identify current gaps in their service experience and learn to create a tailored Customer Value Ladder for their business model.

Part 2 (90 Minutes): Offer Design and Smart Upsells This segment guides participants in developing continuity-based offers that increase revenue while maintaining trust. The session includes practical techniques for upselling, cross-selling, and designing intuitive product progressions.

Part 3 (90 Minutes): Digital Communities & Organic Growth Systems The final session introduces strategies to scale engagement using community platforms and digital tools. Participants will design a challenge-based growth strategy and learn how to automate referrals and repeat bookings through digital ecosystems.

Outcome Objectives for Participants:

• Develop a personalized Customer Value Ladder that promotes recurring business
• Understand customer behavior patterns to increase loyalty and lifetime value
• Implement growth systems using social proof, challenges, and digital tools

Duration: 4.5 hours for one day
Number of Participants: A minimum of 5 Participants
Target Group: Beauty entrepreneurs, salon owners, service professionals, and educators
Language: English
Delivery Method: Online Training Course or in Person (via Zoom)

Course Overview:

This training course is structured into three comprehensive segments:

Part 1 (90 Minutes): The Scalable Offer Design Participants will learn how to create and position high-value offers, develop premium pricing strategies, and understand the psychology behind scalable program design.

Part 2 (90 Minutes): Building the Skillionair Sales Engine This segment provides a framework for trust-based selling, handling objections, and implementing proven systems like the 7-11-4 sales formula.

Part 3 (90 Minutes): Automate, Delegate, Elevate Participants will explore backend automation, team delegation methods, and scalable delivery systems that allow businesses to grow with less personal involvement.

Outcome Objectives for Participants:

• Develop a structured, scalable offer that attracts premium clients
• Install a high-converting sales system rooted in trust
• Build systems and teams that support sustainable business growth

Duration: 4.5 hours for one day
Number of Participants: A minimum of 5 Participants
Target Group: Entrepreneurs, consultants, experts, and program creators
Language: English
Delivery Method: Online Training Course or in Person (via Zoom)

Course Overview:

This training course is structured into three comprehensive segments:

Part 1 (90 Minutes): Understanding the Brain in Leadership This part introduces neuro-leadership fundamentals, emotional intelligence, and the neurological impact of stress and clarity in modern leadership.

Part 2 (90 Minutes): The 10-Step Neurological Leadership Framework Participants explore a structured leadership model that includes autonomy, psychological safety, purpose, and trust, supported by practical case studies and tools.

Part 3 (90 Minutes): Practical Integration & Strategic Implementation The final segment guides participants in developing their own leadership blueprint and installing systems to increase performance and team resilience.

Outcome Objectives for Participants:

• Apply neuroscience principles to daily leadership routines
• Reduce team stress and increase engagement and motivation
• Develop a personalized, purpose-driven leadership style

Duration: 4.5 hours for one day
Number of Participants: A minimum of 5 Participants
Target Group: Leaders, entrepreneurs, team managers, and HR professionals
Language: English
Delivery Method: Online Training Course or in Person (via Zoom)

Course Overview:

This training course is structured into three comprehensive segments:

Part 1 (90 Minutes): Define Your Scalable Service Structure This section focuses on identifying core services, eliminating inefficiencies, and designing a service model that supports long-term client relationships and recurring revenue.

Part 2 (90 Minutes): Create Your Signature Client Experience Participants will learn how to design a high-trust, high-value client experience with aligned messaging and communication flows that enhance customer satisfaction and loyalty.

Part 3 (90 Minutes): Systematize for Growth and Consistency This final segment introduces scalable systems for onboarding, rebooking, team delegation, and KPI tracking to ensure consistent business operations.

Outcome Objectives for Participants:

• Design a scalable service offering aligned with business growth
• Build communication systems that improve client experience and retention
• Implement operational processes that support team scalability and efficiency

Duration: 4.5 hours for one day
Number of Participants: A minimum of 5 Participants
Target Group: Dentists, clinic owners, wellness professionals, and service entrepreneurs
Language: English
Delivery Method: Online Training Course or in Person (via Zoom)

Course Overview:

This leadership and management training course consists of three parts:

Part 1 (45 Minutes): Understanding Modern Leadership

• This session explores various leadership theories and their applications in today’s business environment. It addresses the evolution of leadership styles and the impact of modern challenges on leadership approaches.

Part 2 (45 Minutes): Effective Management Techniques

• In this segment, participants learn about strategic decision-making, change management, and innovation in management. The focus is on practical strategies that enhance a manager’s ability to lead teams and manage organizational change effectively.

Part 3 (30 Minutes): Ethical Leadership and Sustainable Management

• The concluding part discusses the importance of ethical leadership and introduces methods for fostering a culture of integrity and accountability. It also covers the evaluation of management practices and their sustainability.

Outcome Objectives for Participants:

1. Acquire a deep understanding of modern leadership and management theories.
2. Build skills in strategic decision-making and change management.
3. Learn to lead ethically and manage with a focus on sustainability.

Duration: 2 hours for one day
Number of Participants: A minimum of 8 Participants
Target Group: Current and aspiring leaders, managers, and professionals in supervisory roles.
Language: English
Delivery Method: Online Training Course (via Zoom or MS Teams)

Course Overview:

This training course in project management is structured into three comprehensive segments:

Part 1 (60 Minutes): Introduction to Project Management Basics

• This section covers the fundamentals of project management, including the life cycle of a project and the role of a project manager. Participants will learn about the core concepts and frameworks that form the backbone of effective project management.

Part 2 (60 Minutes): Planning and Execution

• Participants will delve into the planning process, learning how to define project scope, set realistic timelines, allocate resources, and manage budgets. The segment also covers strategies for executing projects efficiently, emphasizing leadership and communication skills crucial for managing dynamic teams.

Part 3 (60 Minutes): Monitoring, Controlling, and Closing

• This final part focuses on the techniques for monitoring and controlling project progress using key performance indicators and other metrics. It concludes with best practices for closing projects, including post-project reviews and lessons learned sessions.

Outcome Objectives for Participants:

1. Gain foundational knowledge and practical skills in project management.
2. Develop the ability to plan, execute, and close projects efficiently and effectively.
3. Enhance problem-solving and decision-making abilities in project settings.

Duration: 3 hours for one day
Number of Participants: A minimum of 8 Participants
Target Group: Aspiring project managers, business professionals, and team leaders.
Language: English
Delivery Method: Online Training Course (via Zoom or MS Teams)

Workshop Overview

This workshop is designed to equip students and employees with state-of-the-art knowledge and best practices needed to successfully design and implement innovation strategies.

First, we discuss the foundations of innovation, gaining an understanding why innovation is an important driver of firms’ competitive advantage. Second, we explain the distinction between sustained and disruptive innovations and show the importance of balanced innovation strategies that take into account both types of innovation. Third, we discuss how firms implement innovation strategies. Students/Employees will learn about sustained innovation processes (idea generation and execution) and organizational approaches towards disruptive innovation such as technology sensing networks and corporate venturing. Fourth, the creation of an organizational climate in which innovation is discussed. Finally, Open Innovation, Intellectual Property Management, Business Model, Value BluePrint EcoSystem, and the dynamic link between Innovation Strategies and Portfolio Management methods are deliberated.

Throughout the workshop, the case study method is used, complemented by plenary discussions. Students/Employees should individually read and prepare the cases in advance.

Innovation & Value Chain Management

1. The Shift from Closed to Open Innovation

2. Business Model Innovation & Open Business Models

3. Business Model Framework

4. Technology Markets

5. Valuation of IP

6. Technology Transfer & Corresponding Agreements

7. Spin-Offs

8. The Role of Networks in Innovation

9. Strategic Alliances

10. Understanding & Managing Ecosystems

11. Value BluePrints

12. Technology Platforms

13. Platforms Owners vs. Complementors

Outcome Objectives for Participants

1. Understand the difference between closed and open innovation.

2. Understand the drivers behind the shift from closed to open innovation.

3. Understand that open innovation paradigm has brought a more business-oriented mindset to innovation.

4. Understand what a business model is and the holistic view it offers of a company.

5. Understand that business model is an important ‘locus of innovation’ and how open business models may unlock value inside the firm.

6. Be able to map the business model of company and systematically analyze the opportunities for business model innovation.

7. Understand the dimensionality, antecedents, and contingencies of BMI:

a) Be able to characterize the dimensions of a business model innovation;

b) Understand how business models should be aligned to a firm’s open innovation strategy;

c) Understand how factors like managerial cognition affect BMI.

8. Understand the (growing) importance of markets for technology and how to expand firms’ options to profit from their technology.

9. Understand what a license agreement is (scope, obligations, duration…), and the different methods for valuing intellectual property that can be used for such agreements.

10. Understand why firms have become more open to external technologies.

11. Understand how adopting a business model that embraces co-creation of products with customers and its broader community.

12. Understand what lead users are and the role they can play in corporate innovation.

13. Understand how broader producer-user ecosystems create synergies that help addressing the challenges of user innovation.

14. Understand that innovation networks exist within and between organizations, and be aware of key insights on how they affect firms’ innovative performance.

15. Understand basic concepts of social network analysis that allow to formally describe (innovation) networks of firms and individuals.

16. Understand that many real networks are “small worlds”, why such networks tend to foster creativity and what the main managerial implications are.

17. Understand how a firm’s network represents “social capital” performance.

18. Understand how innovation success requires attention not just for execution excellence, but also for the risks in the wider innovation ecosystem.

19. Understand how ‘value blueprints’ for the entire ecosystem help to identify co-innovation.

20. Understand how firms can proactively manage their ecosystem.

21. Understand how platforms have been conceptualized from an economics and engineering perspectives.

22. Understand the natures of the relationship between the platform owner and its complementors and the various challenges that this creates.

23. Understand how modularity (both in technical terms and in terms of IP) can be used as a mechanism to create and capture value.

Duration : Sessions consist of 3-4 hours/per session (5 working days or sessions)

Number of Participants  :  A minimum of 8 participants ( online )

Target group :  Students/Employees(  preferably from different departments/sections/backgrounds)

Language : English or Arabic

Delivery Method :Online Training Course (via Zoom or MS Teams)

Delivery  : Online Training Course (via Zoom or MS Teams or similar online platform)

Timing As per the Course:

Assessment Details: 

The trainer will need to assess assignments, and grade the participant on 5 areas:

1. Attendance
2. Participation
3. In-class pop quiz and
4. Final Assessment – 2 sample exams (one at beginning of course and one at end)

The trainer will conduct upto 2 doubt clearing sessions of 2 hours each after the training, to evaluate the continued understanding of various concepts covered during the training and to clear doubts, if any, to assess readiness for taking the exam.

Course Overview:

This course provides a preparation to appear for the specific CISI qualification exams to be able to understand the various concepts covered in the material, pass the exam and utilise the learning in day-to-day work environment.

Delivery : Online Training Course (via Zoom or MS Teams)

Timing : 7 times 3 hours per day starting 5pm-8pm = 21 hours

Assessment Details: 

The trainer will need to assess assignments, and grade the participant on 4 areas:

1. Attendance,
2. Participation,
3. In-class pop quiz and
4. Final Assessment (Work-Specific Assignment)
5. Post-training follow-up

As part of a final assessment project, the trainer will provide each participant with their work-specific assignment, subject to their area of job responsibility and relevant to topic of training. They will need to resolve and submit as an assignment on or before a specific deadline (within a week after the training completion).

The trainer will conduct a 2-hour post-training session with all participants to evaluate the continued understanding of various concepts covered during the training and to clear doubts, if any.

Course Overview: 

This qualification provides an overview of the concepts involved in understanding the financial goals and risk-return requirements of investing clients along with their practical applications.

This module will enable participants to:

• Understand the concepts of managing investment portfolios, including risk-return tradeoff, diversification, asset allocation, assessing performance and conducting periodic reviews.
• Understand the steps involved in the process of managing clients investment portfolios.
• Conduct risk assessment interviews with clients to develop and agree on a risk profile framework with their clients.
• Understand the importance and application of Investment Purpose Statements and learn how to develop the IPS with their clients.
• Develop asset allocation models and implement IPS via product selection.
• Design a periodic review framework to be followed with their clients.

Delivery Method: 

• Course material: Reading material may be provided for pre-session reading covering basic theoretical concepts.
• Case Studies: Relevant case studies will be given for participants to prepare and submit responses during class or separately to the trainer.
• Discussions: Participants will go through various interactive sessions such as exercises in individual and group settings, in which the trainer will provide them with exercises related to the subject.
• Presentations: Participants will be encouraged to present their analysis and course topics to the rest of the group, thereby sharing their understanding in their own words.
• Pop quiz: Milestone-based quick questions during the sessions, to ensure every participant is up to the speed on key concepts discussed so far.

COURSE OUTLINE:

I) Introduction

• Importance of Diversification in portfolio management

• Difference between institutional clients and individual clients

• Stages in the process of managing an investment portfolio

II) Understanding client’s financial profile

• Different drivers of risk tolerance in investors

• Measures of risk tolerance – traditional and novel

• Tools to evaluate and establish risk profile for an investor

• Developing a broader financial profile of an individual investor

III) Developing an Investment Purpose Statement

• Importance of a well-defined IPS

• Components of an exhaustive IPS

• Developing and documenting financial goals

IV) Asset Allocation basics

• Difference between Strategic and Tactical Asset Allocation

• Product Selection and portfolio creation process

V) Evaluating Portfolio Performance

• Performance attribution parameters

• Reporting performance updates to investor

VI) Periodic Portfolio Reviews

• Identify appropriate times for short updates versus detailed reviews

• What to cover in regular portfolio reviews

• Handling biases when discussing performance update with individual investors

VII) Conclusion

• Summary and key takeaways

• Final project details