What We Do

We help teams develop and execute business development plans for company growth. Although our process doesn't change, we are flexible on how each step unfolds.

  • Conduct
    Assessment

    • People don't all learn, behave and perform in the same way. To best understand an employee’s mind set and behavioral style, we conduct a DISC behavioral assessment. Once we know what we're working with, we can coach accordingly.

  • Establish Goals
    & Benchmarks

    • Coaching comes down to how well is your employee doing? We typically measure goals set around 3 key performance metrics: 1) activity 2) contacts made and 3) new fees generated.

  • Track & Measure

    • This is where the rubber meets the road – how well are your people doing? We constantly refine behavior and activity to meet the goals.

  • Develop &
    Implement
    the Plan

    • Whether the plan ends up in a spreadsheet, word doc or just a visual, you can be assured it is understood and executed by each professional.

      We hold individual meetings coupled with group sessions to make this approach effective, collaborative and yes, even fun.

Conduct Assessment

People don’t all learn, behave and perform in the same way. To best understand an employee’s mind set and behavioral style, we conduct a DISC behavioral assessment. Once we know what we’re working with, we can coach accordingly.

Establish Goals and Benchmarks

Coaching comes down to how well is your employee doing? We typically measure goals set around 3 key performance metrics: 1) activity 2) contacts made and 3) new fees generated.

 

Develop and Implement the Plan

Whether the plan ends up in a spreadsheet, word doc or just a visual, you can be assured it is understood and executed by each professional.

We hold individual meetings coupled with group sessions to make this approach effective, collaborative and yes, even fun.

Track and Measure

This is where the rubber meets the road – how well are your people doing? We constantly refine behavior and activity to meet the goals.

Other ways we can help

Occasionally, our clients need more than just coaching services. And in most cases we can help… as long as it’s in the sales and marketing arena.

Other things we’re great at include:

•  Market research

• Brand and market positioning

• Marketing plans and execution