Training for 

Professional Services Firms

You acquired the expertise to become a trusted advisor, now it's time to grow your practice. We've designed 3 world-class training programs to help you get started.

Professional Services businesses thrive on the strength of referrals and word-of-mouth. However, as markets mature and become more competitive, passive approaches to business development are no longer enough to rely on. Data-Driven Prospecting for Professional Services will teach your team the tools and techniques they need to proactively find and engage their ideal client prospects in a targeted, process-driven and scalable manner.

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YOUR TEAM WILL LEARN HOW TO:

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Build lists of your target prospects at scale

Create compelling messaging for email and phone-based outreach

Automate and optimize your outbound campaigns

Data-Driven Prospecting

Professional Services

Selling With Integrity For Professional Services helps professionals improve the quality of their interactions as they guide prospects through their buyer's journey. Your team will learn the fundamental techniques of qualifying prospects, handling objections, negotiating, following up and closing.

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YOUR TEAM WILL LEARN HOW TO:

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Qualify prospects and handle objections throughout the sales process

Apply key negotiating levers to structure better deals

Use follow up and closing techniques to win more business

Selling With Integrity

Professional Services

In Mastering Client Meetings, we thoroughly examine the preparation, execution and review of a client meeting. You’ll leave this program with a system for conducting client meetings and a number of techniques that will help you and your team improve your meeting performance over time.

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YOUR TEAM WILL LEARN HOW TO:

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Set SMART meeting objectives and efficiently prepare for the meeting

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Use transparency and permission to discuss or avoid sensitive topics

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Follow a standard review process to analyze and improve their meeting performance

Mastering Client Meetings

We'll deliver in any format you need.​

ON-SITE

On-site training is delivered with small group exercises and a  number of customized hands-on activities.

REMOTE

Remote training is delivered live over Zoom with individual exercises and activities curated to increase engagement.

ONLINE

This program is available for on-demand licensing, which can be used to train new staff or as a reinforcement tool.

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I just found it incredibly, incredibly useful. I'm not new to the sales game, I've done it all my life, but like anything you need updating and refreshing. The two days certainly did that for me. I learned new ways of doing things.

Justin Reynolds

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