Agency focused workshops that drive change & results.

New Business

Define and own your position in the market.
Identify the best prospects and pursue them.
Develop the confidence to say no.

  • What's the investment?

    Ongoing Support 

    For weekly involvement consultations are billed at a starting rate of $7,500/month. 


    Coaching 

    From 1-day coaching to full business development visioning, workshops range from $4,500-$15,000.

  • When should I see results?

    Signs of progress show within the first 90 days, and with proper buy-in from leadership and the team your biggest achievement comes 4-12 months later when clients and prospects take notice of the changes.

I want the "right" new business.
Growth Visioning

Know where you have permission to win.
Develop a training regiment.
Get involved in the conversation of your specialty.

  • What's the investment?

    Delivered in a 2-3 day offsite session with your leadership team to create your plan: $15,000.

  • When should I see results?

    Upon completion of the workshop session your vision is clear, now it's time to inspire the agency to support it and bring it to life. The first 100 days of action are critical to launching a winning vision. The changes you see over the next 6 months are real and encouraging.

I want a focused growth plan.
Culture

Foster - and demonstrate - trust and respect.
Create a culture of growth.
Collaborate and celebrate. 
Expect expertise.

  • What's the investment?

    Coaching 

    Leadership workshop to identify the baseline and make a plan: $10,000. 


    Ongoing Support 

    Quarterly 1-day sessions designed to evolve the culture in the way we have identified: $5,500 quarterly.



  • When should I see results?

    Culture shift takes time. It is not immediate. Within the first 30 days after completing the workshop, declare your expectations of the cutlure you want to create. Plan on quarterly agency wide workshops to maintain and continue to evolve the expectations you set. 

I want to preserve my culture.
Succession & Exit

Know when it's the right time.
Know what your agency is truly worth.
Prepare your team for new leadership.
Prepare yourself for the change.

  • What's the investment?

    A succession workshop to prepare for the hand-off and make a plan: $10,000.

  • What's the timeframe?

    The decision to exit or shift ownership is not an easy one and should not be rushed. Once you have decided to explore the options we can have what you need to make a decision within 3-4 months.

I want to transition smoothly.

If the timing is right let's start a conversation. Drop me a line below. 

Request A Call

To start the conversation, please complete this form. You’ll hear back within 2 business days, with a few date/time options to schedule an discovery call.

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