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Training Tab

Sales Training.

Start with the reference — our North Star, the 3 Pillars, key definitions, and values. Then work the lessons: your job, the sales process, who you're selling to, and our products. Check off each lesson as you go.

North Star

Value Proposition

We design and produce elevated experiences through creative design, exclusive access, and concierge service.

Mission

We design magical moments that change lives.

Vision

To be the trusted resource for transformative moments in people's lives.

Experience vs. Event

Experience

An event that is thoughtfully designed and curated to inspire a feeling or reaction from its consumer, tells a story that follows a traditional plot structure, and is participatory.

Event

Something that occurs that people consume, and is indiscriminate to who consumes it.

The 3 Pillars

How Imagine sets itself apart

💡 Creative Storytelling in the Design

Not cookie cutter and collaborative.

Exclusive Access

Adding layers to the experience — something people can't really just book or do on their own.

🎖 Concierge Service

Treating everyone like a CEO or celebrity.

  • Lead with empathy.
  • Preparing and meeting the guest where they are so they are comfortable, open, and participatory.

Key Sales Definitions

Contact Lifecycle

Journey from stranger to client

Outreach

Researching attendees or targets to start engagement and conversations before the event.

Working Lead

Contact that you met or engaged with at an event, or someone you have identified as a possible prospect to follow up with.

Unqualified

A New Lead not moving forward.

Friend

Not a lead, but a positive contact who may provide referrals or chances for future projects.

Qualified Lead

Has a potential need for Imagine's services and interest in learning more.

Prospect

A Qualified Lead we've conducted a Discovery Call with.

Client

Signed SOW or existing customer.

Call Types

Engagement formats

Capabilities Call

Working/Qualified Lead wanting to learn more about what we do, our process, and how we collaborate with them on events they produce.

Discovery Call

Lead that has a specific event or opportunity to discuss.

Concept Review Call

Have a working Deal and presenting design concepts to prospect; moving towards Proposal.

Tools & Frameworks

Essential resources

IRAD

Identify → Research → Analyze → Dominate — YOUR JOB!

PIE

Prospect Investigation Engine.

Monday.com

Imagine's CRM for all Sales Management.

DOMINATE

What We Do!

Core Values

Curious Elevate Intentional Impactful Passionate Dominate

Lessons

Work through these and check each one off — your progress saves on this device. Open any lesson for the full detail.

Your progress