This mock-up is designed to illustrate how a post-session enablement page might look inside a Sitecore CRM–style experience hub. The goal is to demonstrate structure and flow: how raw workshop insights could move seamlessly into captured notes, AI synthesis, draft output decks, action trackers, and personalized follow-ups.

Important Note: In my past roles, I’ve worked on content similar in purpose to this, but all of the content shown here has been generated freely with AI for demonstration. Any overlaps with existing materials are purely coincidental and reflect common design patterns in consulting and CRM workflows. This page is intended only as a conceptual example, not a reproduction of prior client work.

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Post-Session Hub · Design Consulting

The workshop ends when the room empties. The work begins when insights are captured, actions are owned, and momentum is planned.

Page Intro

Here’s your **post-session checklist**—everything a client or team needs once the facilitation ends.

Section 1: Capture the Room

Don’t trust memory. Snap everything — sticky notes, flip charts, scribbles. Raw data > tidy notes.

Take Photos of the Charts/Whiteboards

Use your phone or DSLR. Capture wide shots and close-ups. Keep angles square to reduce distortion.

Flip chartsSticky clustersWhiteboard corners
Centralize in Shared Folder

Upload everything to your team’s workspace.

Upload Insights → SharePoint/CRM Workspace

Link points to your actual tenant in production.

AI Synthesis Tool (mock component)

Upload photos → auto-generate:

  • Themed clusters (opportunities, risks, quick wins)
  • Draft action statements

/mock/ai-synthesis

Drag & drop images here (demo). Output renders to “Draft Actions”.

Send to Action Tracker

Section 2: Build the Output Deck

Turn insights into a narrative stakeholders can act on.

Download template
Mock Account Planning Output Deck (PPTX)
Pre-built slides
  • Workshop recap & themes
  • Top 5 opportunities
  • Risk map
  • Draft action tracker snapshot
Export draft deck with AI synthesis → Share with team

Section 3: Assign Actions Immediately

Accountability beats drift. Assign owners before Friday.

Action Tracker (Excel/CRM Sheet)

Columns:

Action | Owner | Due Date | Status | Dependencies

Pre-load with AI-tagged actions from sticky notes.

View Example Tracker

Section 4: Get Feedback

Close the loop fast—capture signal while momentum is high.

Pulse Survey (3 questions)
  1. What went well?
  2. What didn't go well?
  3. If you had a magic wand what would you change?
View Feedback Form Template

Rule: Feedback collected → triggers optional Deep Dive Session invite.

Section 5: Plan Forward Sessions

30-Day Alignment Call

Review action tracker and measure early momentum.

View example post session deeper dives
Deep Dive Workshops (from feedback)
  • Pricing Strategy
  • Executive Mapping
  • Competitive Landscape

Email Templates (Mock · EXM/Sitecore)

Email 1: “Lock In Your Actions” (Day 1) 
Subject: Your sticky notes are gold—here’s how to use them
Body:
• Upload photos → AI consolidation
• Assign owners in Action Tracker
CTA: Upload + Assign Now
Email 2: “Don’t Lose the Thread” (Day 3) 
Subject: Turn charts into decisions this week
Body:
• Draft output deck ready in shared space
• Feedback survey still open
CTA: Download Deck / Give Feedback
Email 3: “Plan the Next Step” (Day 7) 
Subject: Your 30-day alignment call awaits
Body:
• Review tracker progress
• Book check-in session
CTA: Schedule Call

Sitecore Personalization Ideas

  • If Attendee = Facilitator/Owner → highlight “Consolidate Insights” + “Assign Actions”.
  • If Attendee = Executive → highlight “Output Deck” + “Plan Forward Sessions”.
  • If Feedback < 3 stars → auto-trigger invite to 1:1 call.