account development coaching - how it works

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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.

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Page 1: Account Development Coaching - How it Works
Page 2: Account Development Coaching - How it Works

…it’s NOT sales training…it enhances sales training

…because it’s a DIFFERENT APPROACH that is:

• Faster• More Collaborative• More Systematic• And highly focused on short…

and long-term sustainable growth

…it’s a RESET of your thinking

SO WHAT IS ACCOUNT DEVELOPMENT COACHING?

Page 3: Account Development Coaching - How it Works

Aligning your differentiators with the client’s business and political issues

Connecting with target clients in diverse ways

Leveraging The Connection Process to create sustainable revenue

and

IT’S COACHING THAT GIVE YOUR TEAM PERSPECTIVE ON…

Page 4: Account Development Coaching - How it Works

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

Our methodology designed to help businesses grow in a faster, more collaborative, and intelligent way

WHAT IS THE CONNECTION PROCESS?

Emphasis on SKILL DEVELOPMENT

Page 5: Account Development Coaching - How it Works

SOME DEFINITIONS

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

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

“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

Page 6: Account Development Coaching - How it Works

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

Page 7: Account Development Coaching - How it Works

Aggregate and prioritize both the strategic and tactical tasks that come out of using the Connection Flywheel Software and The Connection Process

PROJECT MANAGED SESSIONS

Keeps your team focused on the

“TOP 20%” TACTICS FOR RESULTS…