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WHAT I WANT YOU TO BUY IS: 
STOP SELLING
EVOLVING 
Responding to: Clients, Competition, Stakeholders, Staff, Operating/Profit 
Football 
Revenue 
Generation 
Running 
Bigger & Faster 
Forward 
Pass 
Balance 
West Coast Offense 
Complexity 
Model 
Spread Offense 
Versatility 
Geography 
Seeing the 
People 
Seeing the 
Right People 
Needs/Checklist 
Following the $ 
Wants/Solutions 
Connection
SEDUCTION VS. ENGAGEMENT 
Revenue Growth is not just about Socializing…it’s about 
Connecting
TRADITIONAL SELLING COUNTS ON THE RELATIONSHIP 
Numbers game 
Luck of the draw 
Being 
in 
“the” 
Club 
Dependent on a “rain maker” with the big Rolodex 
It’s About Getting the Meeting
BUT…SUBTLE BEHAVIOR CHANGES… 
…Gets you into the Right Room because you 
Connected 
Price…Politics…Brand… 
Narrowly Defined Experience 
You understand…you have creative 
solutions…you want to work at it
OWNERS HIRE PEOPLE WHO… 
Understand the Diversity of their Challenges… 
and Bring Comprehensive Solutions
TOO OFTEN FIRMS ACCEPT… 
“Revenue acquisition will take 18-24 months no matter 
what we do.” 
“There is some way our fees are going to be 
squeezed.” 
“If we just get a foothold project, more work will 
come.” 
…but when you Connect, you can Minimize the Impact of these
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
REVENUE GROWTH IS A TEAM SPORT 
Use the CSI Approach 
Client Pursuit Matrix 
Project Delivery 
Partners 
Segment Pursuit Matrix 
Capture Plan 
Execution Matrix 
Does your CRM support and guide this approach?
GREAT COACHES EXPECT PLAYERS TO LEAVE 
• Tools, not co-dependence 
• You can’t see your own “golf 
swing” 
• You can’t see the subtleties 
• Tough to blend strategic 
and connecting tactics for 
sustainable “winning”
ARE YOU ENGAGING & CONNECTING? 
• When was the last time a partner firm brought 
you a profitable piece of business? Not just a 
lead. 
• When was the last time you “clicked” with a 
client because you solved something they were 
struggling to describe to you? 
• How do you shape accounts toward profitable 
revenue? 
• How good is your team at doing that 
sustainably? 
• What obstacles typically get in your way?

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Why Account Development Coaching

  • 1. WHAT I WANT YOU TO BUY IS: STOP SELLING
  • 2. EVOLVING Responding to: Clients, Competition, Stakeholders, Staff, Operating/Profit Football Revenue Generation Running Bigger & Faster Forward Pass Balance West Coast Offense Complexity Model Spread Offense Versatility Geography Seeing the People Seeing the Right People Needs/Checklist Following the $ Wants/Solutions Connection
  • 3. SEDUCTION VS. ENGAGEMENT Revenue Growth is not just about Socializing…it’s about Connecting
  • 4. TRADITIONAL SELLING COUNTS ON THE RELATIONSHIP Numbers game Luck of the draw Being in “the” Club Dependent on a “rain maker” with the big Rolodex It’s About Getting the Meeting
  • 5. BUT…SUBTLE BEHAVIOR CHANGES… …Gets you into the Right Room because you Connected Price…Politics…Brand… Narrowly Defined Experience You understand…you have creative solutions…you want to work at it
  • 6. OWNERS HIRE PEOPLE WHO… Understand the Diversity of their Challenges… and Bring Comprehensive Solutions
  • 7. TOO OFTEN FIRMS ACCEPT… “Revenue acquisition will take 18-24 months no matter what we do.” “There is some way our fees are going to be squeezed.” “If we just get a foothold project, more work will come.” …but when you Connect, you can Minimize the Impact of these
  • 8. 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
  • 9. REVENUE GROWTH IS A TEAM SPORT Use the CSI Approach Client Pursuit Matrix Project Delivery Partners Segment Pursuit Matrix Capture Plan Execution Matrix Does your CRM support and guide this approach?
  • 10. GREAT COACHES EXPECT PLAYERS TO LEAVE • Tools, not co-dependence • You can’t see your own “golf swing” • You can’t see the subtleties • Tough to blend strategic and connecting tactics for sustainable “winning”
  • 11. ARE YOU ENGAGING & CONNECTING? • When was the last time a partner firm brought you a profitable piece of business? Not just a lead. • When was the last time you “clicked” with a client because you solved something they were struggling to describe to you? • How do you shape accounts toward profitable revenue? • How good is your team at doing that sustainably? • What obstacles typically get in your way?