Size

Industry

Age

How will serving this company help us get more business?

• Is this an industry leader?
• Is this a one off?
• Is the work we do for this company replicatable for other clients?

Add information to list

• Company Name
• Contact name
• How did we find them
• Contact details (email, phone, address)
• Company discription

Call, Email, Visit

Document results of any contact

• What are they looking for?
• Which of our services were they interested in?
• List Next actions

If no contact was made, add information to follow up system

• CRM – automate email follow up
• Invite to opt in to list for additional value
  • Free seminars / webinars / facebook / instagram / videos / linkedin
  • White papers
  • Evaluations

Assess the needs of the company through

• Surveys
• Interviews
• Analysis

Document results of any contact

• What are they looking for?
• Which of our services were they interested in?
• List Next actions

If no contact was made, add information to follow up system

• CRM – automate email follow up
• Invite to opt in to list for additional value
  • Free seminars / webinars / facebook / instagram / videos / linkedin
  • White papers
  • Evaluations

Assess the needs of the company through

• Surveys
• Interviews
• Analysis

Document results of any contact

• What are they looking for?
• Which of our services were they interested in?
• List Next actions

If no contact was made, add information to follow up system

• CRM – automate email follow up
• Invite to opt in to list for additional value
  • Free seminars / webinars / facebook / instagram / videos / linkedin
  • White papers
  • Evaluations

1. In depth self- discovery
2. Appreciation for differences in
   1. Work styles
   2. Communication styles

• Strengths and weaknesses of styles

1. Application
   1. How to apply this newfound understanding in personal and work relationships
   2. How to leverage these differences for outcomes

• How to listen, speak and write to accommodate these differences

1. How to resolve based on the differences within the conflict triangle

1. Discovery of personal management style with understanding of one’s own fears, aspirations, defenses, biases
2. How to delegate, inspire, direct
3. How to listen for what teams need

1. Discovery of personal sales styles and prospect decision making styles
2. Strategy to guide prospect decision maker and influencer dynamics teo achieve sales outcomes
3. Strategies on how to create effective follow up given personal biases and prospect biases

1. Communication
2. Personal Responsibility
3. Teamwork between employees and leaders

1. How to prioritize training material given personal biases including how to manage oneself for delivering consistent with promises
2. How to communicate unknowns, problems, questions to achieve clarity
3. How to create workability for client and family when working from home
4. How to obtain clarity from managers, clients, peers
5. How to early identify potential break downs in project delivery

1. Learning in system configuration for core platforms
2. Understanding client objective in employment of core platforms
3. Learning how to test configurations
4. Learning how to bring clarity to customer around project process, problems and deliverables.