Training Programs

Master the new skills now necessary to build and convert pipelines of high-value clients.

The Pitch
Prospecting

Mastering the pitch

Completely elevate your agency’s approach to winning competitive reviews with new methods you can replicate across all pitches. In this series, we address the Four New Skills critical in converting more competitive reviews/RFPs.

Create a conversion strategy to disrupt & win
Uncover and address the real pitch objectives
Write RFIs and capabilities that communicate your value story
Deliver final pitch presentations that command the room and win

Mastering prospecting

When well executed, proactive prospecting can open doors in a matter of weeks. In this training, your senior teams will learn the new skills to more methodically target, attack, and convert.

High-value targeting: identify the prospects you can most easily convert
Outreach strategy: accelerate your sales cycle
Outreach conversion: generating first meetings
First meetings: convert into first projects

Effective training formats that work for your team.

Custom Training

Custom designed and delivered for your teams, the training is delivered at your offices or remote via several interactive sessions. Interactive breakout exercises and group discussions ensure the training is immediately applied and implemented.

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Group Training

Join other agencies in several levels of virtual training series on topics ranging from Effective Client Leadership to Building a Proactive Prospecting Program.

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On-Demand Training

Over 200 videos and downloadable tools and guides, plus 50+ live training webinars each year.

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Peer-Group Forums

By invitation only, join other senior client services chiefs from the best agencies in the business as we address the most critical challenges and opportunities for account management.

Unlocking the growth potential for some of the best teams in the business