Focusing on Service Providers, Executives & Owners and Stewardship to Equity Strategies we are able to deliver coaching and project management to enable highly effective connections.

2. SO WHAT IS ACCOUNT DEVELOPMENT COACHING?
…it’s NOT sales training…it enhances sales
training
…it’s a RESET of your thinking
…because it’s a DIFFERENT APPROACH that
is:
• Faster
• More Collaborative
• More Systematic
• And highly focused on short…
and long-term sustainable growth

3. IT’S COACHING THAT GIVE YOUR TEAM PERSPECTIVE ON…
Aligning your differentiators with the
client’s business and political issues
Connecting with target clients in
diverse ways
and
Leveraging The Connection Process to
create sustainable revenue

4. WHAT IS THE CONNECTION PROCESS?
Our methodology designed to help businesses
grow in a faster, more collaborative, and intelligent
way
1. Identifying “Smart” Clients
2. Aligning with a “smart”
client’s business & political
issues?
3. Developing multiple paths
to connection
4. Leveraging all of this to
ultimately connect and
engage
Emphasis on SKILL DEVELOPMENT

5. SOME DEFINITIONS
“SMART” CLIENTS
● Are looking for impact and comprehensive solutions…not just services
● Open to a diverse array of paths to help them compete
● Seek knowledge, wisdom and insight…not just experience resumes
BUSINESS & POLITICAL ISSUES
● Things happening inside/outside companies and industries that effect decisions.
● They take into account constantly evolving needs within the following:
o Clients
o Competitors
o Stakeholders (and investors)
o Staff
o Profit/Operational model
PROJECT/SCOPE DELIVERY PARTNERS
● Embedded in your target clients
● Understand the decision making and the business & political issues
● Bring alternative perspectives on the target client’s decision making and structure

6. HOW WE ENGAGE
We coach your team and model behaviors through a variety
sessions
INTERNAL COACHING
● Entire Select Team
● Small Groups
● 1-on-1 Call Scripting Sessions
● 1-on-1 Meeting Effectiveness
Sessions
EXTERNAL FACILITATION
● Blitz Meetings
● Meetings-behind-the-meetings
● 1-on-1 Shoulder-to-shoulder
Client Activities
● Episodic Owner Coaching
> Project Managed Sessions
> Focus on Skill Development
> Software that supports and guides the approach

7. PROJECT MANAGED SESSIONS
Aggregate and prioritize both the strategic
and tactical tasks that come out of using the
Connection Flywheel Software and The
Connection Process
Keeps your team focused on the
“TOP 20%” TACTICS FOR RESULTS…