(Sales + PM) x productive collaboration = happy team + happy client

Ashleigh Thevenet

How can the sales and the project management departments of an agency have a healthy and friendly relationship while maintaining good client service and setting correct expectations throughout?


Every agency has some kind of tension between the project management office and the sales team.  This tension should not go away, and it’s possible to have healthy relationship where both teams understand each other’s priorities and work together to serve the client as seamless and surprise-less of an experience as possible.  

The presentation will be a joint presentation between a seasoned veteran of project management, Ashleigh Thevenet, and of business development, Kyle Theobald.  It will not only touch on the problem as a whole in a light-hearted way, but also discuss tools and processes that can be used to smooth out the interaction between the departments and make sure the client gets optimum service.

Some of the questions that will be answered during the talk:

  • Why this subject is likely the number one reason agencies fail or succeed to thrive?
  • What are some of the tensions that exist and where do they come from?

  • What are the priorities of each department and how does that lend to the problems we see?

  • How does the handling of intracompany communications affect the outcome for the client?

  • What are the tools and approaches that make this better for everyone?


Session Track

Project Management

Experience Level


Drupal Version

When & Where

Wednesday, 11 May, 2016 - 14:15 to 15:15
263 [Phase2]