Account Due DiligenceTM (ADD)
Account Due DiligenceTM (ADD) is a practical, working session designed to help sales professionals and account executives show up smarter than the competition. In an environment where information is abundant, credibility now comes from the insights you bring to the customer — early and often.
What It Is
Delivered in two 90-minute webinars, ADD guides participants step-by-step through the six-step Due Diligence process and provides structured practice applying it to their own accounts.
We work with organizations around the world, from Fortune 500 leaders to high-growth innovators, helping customer-facing teams master the skills and processes that drive growth.
Talk to Us About ADD
Download the ADD Overview
Outcomes
By the end of the workshop, participants will have practical tools and confidence to put Account Due Diligence into action.
Engage more effectively with key individuals and critical issues.
Acquire deeper insight into customer plans, preferences, and projects.
Organize ongoing due diligence efforts for sustained impact.
Prioritize what matters most amid an overload of information.
Leverage AI and JBK-developed AI tools (including large language models) to accelerate research and insight generation.
Create discovery questions that demonstrate commitment and differentiate them from the competition.
Build confidence engaging senior stakeholders with informed credible conversations.