Who it's for
Level Two (Master Prospecting) is designed for new business leaders and teams focused on generating new client leads.
See More >How it works
This training program is delivered live over four remote sessions of two hours or less.
See More >Who it’s for
This training is for mid-level client-facing team members who manage accounts and projects.
Depending on your agency’s structure, this may include account management, client services, project management, department leads, practice leads, etc. For those in account management/client services, consider those who are Senior AE, up through Account Supervisor and Junior Account Director.
If you are sending a group, it is ideal to have those who work together on a client. The training is a series of sequential building blocks, with interactive breakout exercises that are applied back to an account in the agency. When teams work together on these exercises, the impact on that account is almost immediate.
How it works
By participating in this training, your new business teams will learn how to:
- Identify the most high-value targets you can easily convert
- Understand and address the most urgent business needs of your target prospects
- Open doors faster with prospect-focused content marketing
- Hook prospects and pull them into your pipeline with a sense of urgency
- Improve your close rate by converting initial outreach into first meetings, and ultimately into new projects
Interactive Breakout Exercises
To ensure attendees apply the training back to their own unique situations, participants will select one client prospect category to focus on. They will participate in exercises and apply the lessons back to this category. The training will conclude with new skills and plans to improve their ability to convert new business.
Sending a group?
If you are sending a group, it is ideal to have those who work together on pitches (business development leads and those who work with them). When teams collaborate in the exercises, the impact on the pitch process is even greater. Groups of 2-4 people focused on one pitch prospect category are ideal. If sending more, choose more prospect categories to focus on.
More valuable new business teams
Ultimately, the goal of the training is to provide the new methods, models, and tools to immediately improve the effectiveness and value of those who participate in new business pursuits for the agency.
Who it’s for
Level Two (Master Prospecting) is designed for new business leaders and teams focused on generating new client leads.
Applicable to various roles
Depending on your agency’s structure, this may include new business, account management, project management, department leads, practice leads, etc.
Sending a group?
If you are sending a group, it is ideal to have those who work together on pitches (business development leads and those who work with them). When teams collaborate in the exercises, the impact on the pitch process is even greater. Groups of 2-4 people focused on one pitch prospect category are ideal. If sending more, choose more prospect categories to focus on.