Workshops That Transform
Your Team's Capabilities
Free 30-minute workshops where our team works through real agency challenges with yours. Choose from Planning, Sales, or Building — we'll share solutions, strategies, and frameworks based on our experience working with agencies just like yours.
30-Minute Workshops
Pick one of three topics — Planning, Sales, or Building — and we'll work through your challenges together. No commitment, just value for your agency.
Full-Day Workshops
Deep-dive training with hands-on exercises, template setup, and team training. Available to agencies on an enterprise plan.
Great agencies hit the same ceiling
Selling and delivering custom software demands product thinking, sales strategy, and technical fluency — skills that usually live with one or two key people. That bottleneck limits growth.
Key-person bottleneck
Growth stalls when only a few people can scope, sell, and deliver.
Rare skillset
PM, sales, architecture, and delivery — most teams can't build this across the board.
Repeated pitfalls
Without structure, agencies repeat the same scoping, proposal, and delivery mistakes.
Platfio gives your whole team structured processes and tools for planning, selling, and building software. We've packaged that experience into workshops — free for any agency, with full-day deep dives for enterprise clients.
Sample vs. Extended Workshops
Sample workshops are free 30-minute sessions — pick one topic and our team will work through your agency's challenges with you. Extended workshops are full-day, hands-on sessions for enterprise clients.
| Sample 30 min each | Extended Full day each | |
|---|---|---|
| Price | Free | Included with Enterprise plan |
| Duration per workshop | 30 minutes | Full day |
| Topics included | Choose 1 of 3 | All 3 topics |
| Planning workshop | 1 of 3 | ✓ |
| Sales & Proposals workshop | 1 of 3 | ✓ |
| Building & Delivery workshop | 1 of 3 | ✓ |
| Expert-led problem solving | ✓ | ✓ |
| Q&A session | ✓ | ✓ |
| Team training & skill development | — | ✓ |
| Process & workflow development | — | ✓ |
| Reusable template creation | — | ✓ |
| Hands-on exercises with your projects | — | ✓ |
| Custom environment & account setup | — | ✓ |
| Follow-up resources & recordings | — | ✓ |
| Ongoing support access | — | ✓ |
| Best for | Agencies evaluating Platfio | Enterprise clients |
| Format | Virtual | Virtual or On-site |
Product & Project Management Workshop
Our team works through your planning challenges with you — from scoping conversations to structured project plans. In the extended workshop, we develop your planning processes, build reusable templates, and train each team member hands-on.
Scope projects faster with structured planning frameworks and reusable templates
Sales & Proposals Workshop
Our team works through your sales challenges with you — from proposal structure to pricing strategy. In the extended workshop, we develop your sales processes, build reusable proposal templates, and coach your team with real scenarios.
Close deals faster with compelling proposals and proven sales frameworks
Building & Delivery Workshop
Our team works through your delivery challenges with you — from build pipelines to app store submissions. In the extended workshop, we set up your build pipelines, create deployment templates, and develop your delivery processes.
Ship apps faster with streamlined build pipelines and deployment frameworks
From booking to results
Sample Workshop
Book a call
Schedule a free 30-minute call. Tell us which topic you'd like to focus on — Planning, Sales, or Building — and what challenges your agency is facing.
Invite your team
Choose which team members should join based on the topic. We'll send calendar invites so the right people are in the room.
We deliver value
Our team deeply engages with your challenges and delivers solutions, strategies, and frameworks based on our experience working with agencies like yours.
No obligations
Walk away with actionable insights for your agency. There's no obligation to use Platfio — we're here to deliver value. Book another topic anytime.
Enterprise Workshop
Book a call
Schedule a free 30-minute discovery call. We'll learn about your agency, your team, and the challenges you're facing to see if Platfio Enterprise is the right fit.
Enterprise fit
On the call, we'll determine together whether a Platfio Enterprise plan is right for your agency. No pressure — it needs to be a genuine fit for both sides.
Onboard your team
If it's a fit, we onboard your agency onto Platfio. We set up your account, configure your environment, and get your team access to the platform.
Full-day workshop
Once onboarded, we schedule your first full-day workshop — virtual or on-site — with hands-on training, template creation, and process development tailored to your agency.
What we cover in your workshop
Every workshop follows a structured agenda designed to uncover where your agency stands today and equip your team with frameworks, training, and tools to level up.
Sample Agenda
Choose your focus
We confirm which of the three workshop tracks you'd like to focus on — Planning, Sales, or Building — based on what matters most to your agency right now.
Where you stand today
A rapid SWOT-style assessment of your current approach — your strengths, gaps, opportunities, and the threats holding your agency back in this area.
Key stakeholders & roles
We identify who on your team is involved in this area, their current capabilities, and where the bottlenecks and skill gaps are across your organisation.
Frameworks & recommendations
Based on what we've learned, we share specific frameworks, processes, and references your team can adopt — drawn from patterns we see across hundreds of agencies.
Next steps & takeaways
We wrap up with clear, actionable next steps your team can implement immediately. No obligation — book another topic anytime.
Enterprise Agenda
Focus area & context setting
We align on the workshop track — Planning, Sales, or Building — and set context with your leadership team on business goals, team structure, and current challenges.
Deep-dive SWOT assessment
A thorough analysis of your agency's strengths, weaknesses, opportunities, and threats in the chosen area — with input from stakeholders across your team.
Stakeholder mapping & skill gaps
We map every person involved in this area, assess capability levels, and identify where training and tooling will have the greatest impact on your operations.
Past project postmortem
We review completed projects together — what went well, where things broke down, and the patterns behind scope creep, missed deadlines, or margin loss.
Current project workshop
We take real, active projects from your pipeline and work through them hands-on — applying frameworks, fixing gaps, and building practical examples your team can reference.
Hands-on training & frameworks
Your team receives structured training on proven frameworks and processes — with hands-on exercises using real projects so the learning sticks.
Templates & tool setup
We build reusable templates and configure Platfio tooling tailored to your agency's workflow — so your team has everything they need from day one.
Action plan & follow-up
We close with a concrete action plan, assigned owners, and a follow-up schedule to ensure adoption sticks and your team continues to improve.
Ready to level up your agency?
Book a free 30-minute call. For sample workshops, the call is the workshop — we'll dive straight into your challenges. For enterprise, it's a discovery call to see if Platfio is the right fit.