GREAT money talk – How to be confident discussing money with customers

A half-day session (face-to-face) or 90 minutes (virtual)

They say that money talks, but we often don’t like to talk about money!

Money conversations with customers can feel uncomfortable, whether you are talking about price in a sale or compensation in a complaint.

This session will help make participants comfortable and confident having money conversations with customers.


Participants will be able to:

  • Demonstrate confidence in the value of their solution and why it is right for their customers
  • Show customers that we are on their side, whilst also balancing the commercial needs of the organisation
  • Have frank, honest and open discussions about money if the customer has concerns

Who should attend?

Anyone interacting with customers where there is a financial element to the conversation, for example, discussions about price, discounts, or complaints compensation.


A highly interactive and practical session, using real scenarios that participants bring with them.

Delivered either as a face-to-face half-day session or as a 90-minute virtual session, as you prefer.

Workshop outline

1 Introduction

  • What is value?
  • Change your mindset

2 Explore and apply three strategies

  • Know your customer – what does value mean?
  • Getting the balance right
  • A formula for confident and frank money conversations

3 Conclusion

  • Review and reflect
  • Action plan
  • End on a high

To check that this is the right programme for you, just give us a call on 01582 463464 and we’ll be happy to talk it through with you – we’re here to help!