JUMPSTART

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Our Jumpstart program is ideal for smaller groups (4-20 participants) that want to collaborate around a specific issue, client or industry. This training and coaching hybrid is created to stand alone or to build the foundation for launching a larger BD effort. Firm participants will be given an initial assessment to understand their specific strengths, weaknesses, priorities and areas of focus. From there, we will host three virtual training sessions that are catered to the strategies most wanted by the participants. 

In addition to the targeted training, three one-on-one coaching sessions will be offered to key stakeholders in order to hone and develop their unique relationship selling matrix as well as the techniques that are authentic to their respective personalities.

This program takes place over the course of three months.

AVAILABLE TOPICS FOR THE TRAINING SESSIONS INCLUDE:

  • LinkedIn 201

  • Marketing Ethics 101

  • Networking 101

  • Opening a Meeting

  • Personal Elevator Speech

  • Plan for Success Through Leadership Development

  • Prioritizing Targets and Opportunities

  • Proper Follow Up

  • Targeting 101

  • Tips for Working the Room

  • Writing Effective Bios

  • Zoomed: Virtual Training Accelerator

  • Anatomy of a Win

  • Asking for the Business

  • Art of the Introduction

  • Executive Presence

  • Building the “Franchise”

  • Client Service Interviews

  • Client Teams

  • Discussing Fees with Clients

  • Exceling at Orals

  • Getting the First Meeting

  • Handling BD Objections

  • How Relationships are Built

  • LinkedIn 101