Learn best practices for creating compelling case studies. Together, we’ll identify opportunities to strengthen your existing case studies and plan for future case studies with impact. You’ll leave with a tip sheet on must-have components, recommended format, and new ideas to show prospects what you can do for them.

During onboarding, our comprehensive review of your prospect-facing assets culminates in a robust POV. In this workshop, we’ll review the most critical PX friction points identified in your POV and explore how we can address them to realize better new business outcomes. You’ll leave with a clear, prioritized list of action items to tackle.

*This workshop is only available for agency partners participating in a Strategic Sales or New Business Growth Program.

Your team already understands your agency’s positioning, proof points, capabilities, and value proposition. We help you see it from an outsider perspective.

In this workshop, you’ll take us through your creds deck, and we’ll provide feedback on the clarity, consistency, and effectiveness of your message. We’ll point out where you lost us, where we had questions, and what might be reworked or removed. You’ll leave with a list of specific suggestions and key takeaways.

A connection is just the starting point. How do you take opportunities from conversation to close, especially when the timeline may be as far as 12 months out? This workshop addresses the variables that lead to successful discussions and how to nurture opportunities in your pipeline.

We’ll share the steps to qualify prospects before scheduling a meeting. Then we’ll talk about preparing for an initial prospect meeting. Who should join? What are appropriate goals and expectations? Our sales experts will share our tips, insights, and best practices.

What about after the meeting? Too often, opportunities fall apart without closing, even after making a great impression and confirming mutual interest. Learn how to prevent lost opportunities with tips to follow up and nurture leads, prioritizing responsiveness and timeliness. TDP will show you how to move the ball forward and manage your pipeline effectively.

You’ll leave with new ideas to help qualify leads, prepare for productive first meetings, and nurture opportunities until they close.

This workshop covers advanced meeting practice and builds on the previous Conversations to Close workshop.

We’ll show you how to make the most of your meetings by asking the right questions at the right time. You’ll learn to set the tone for a successful meeting and guide the conversation.

We’ll use roleplay techniques to demonstrate solutions to common new business meeting challenges. And we’ll address appropriate sequence and sales strategy so you aren’t giving too much too soon or missing a key beat. You’ll leave with a library of questions for future use, a winning approach, and a reference guide to map your next new business meeting.