Individual Coaching Program

12-Week Program

The Individual Business Development Coaching Program is designed for:

• B2B professional services: consultants, corporate lawyers, accountants, tax advisors, managed services, trainers, marketing agencies
• Entrepreneurs and aspiring entrepreneurs
• Professional services firm employees looking to move up the ladder, or planning to go out on their own some day

If you are unsure about whether you want to pursue a career in B2B professional services, a Clarity Sesion is a good place to start. If you decide this program is right for you, the fee will be applied to the 12-Week program.

What does this program cover?

This is not a course. There are no slides or worksheets or quizzes. We are going to work on your business. You’re not starting your business development plan after you complete the course, we’re working on it together from day one.

Let's Chat Learn more and see if we're a good fit.

Q & A Answers to the most common questions

View Sample Schedule See what a 12-Week Program might look like for you.

The Foundation

Four Structured Working Sessions designed to kick-start your individual business development strategy and plan

• What are you offering?
  • Value proposition: what you’re really selling, and why is it special?
  • Engagement model: project-based, retainer-based, subscription, time & materials
• Who are you targeting?
  • Key People: Clients, Buyers, Partners, Referrers
  • Who are they? Where are they? What do they care about and why?
• How are you positioning yourself?
  • Storytelling: what is it like to work with you? How have you done this before?
  • Perspectives and style: you don’t want to be everyone’s cup of tea
• How are you connecting with people?
  • Attending IRL events, hosting IRL events, hosting virtual events, developing content
  • Working with, not against, your SWOT. This is supposed to be fun.

Each Structured Working Session is followed by a Quick Review Meeting to fine tune each element of your plan

• Service Offering
• Key People
• Messaging
• Business Development Activities

The Follow-Through

Five Unstructured Working Sessions where I will provide hands-on support and feedback for whatever you’re working on, such as:

• Developing content and communication
• Preparing for conferences and events
• Hosting in-person and virtual events
• Finding more ways to connect with people
• Refining your proposal and pitch

Program Fees

Program Fees

Sample Schedule

The first two weeks of the 12-Week Program are key for building momentum: this is where we’ll meet almost daily to create your strategy and plan. For the next 10 weeks we will meet regularly to roll up our sleeves and work on whatever is most pressing for you - or to continue refining the plan as you learn by doing. After the 12-Week Program, we’ll stay in touch via monthly emails for another 3 months.

Week 1

• Monday
  • Structured Working Session: What are you offering?
• Tuesday
  • Quick Review Meeting to discuss service offering
• Wednesday
  • Structured Working Session: Who are you targeting?
• Thursday
  • Quick Review Meeting to go over list of Key People

Week 2

• Monday
  • Structured Working Session: How are you positioning yourself?
• Tuesday
  • Quick Review of key messages
• Wednesday
  • Structured Working Session: How are you connecting with people?
• Thursday
  • Quick Review Meeting to go through BD Activities and Idea Catalogue

Week 4

Follow-through Session

• Identify conferences happening in the Spring
• Cover letter to webinar guest + webinar description draft

Week 6

Follow-through Session

• Proposal writing
• Practice pitch

Week 8

Follow-through Session

• Prepare for in-person networking event
• Review Key People and make a plan for how to connect with them

Week 10

Follow-through Session

• Budget and to-do list for hosted happy hour
• Conference panel proposals

Week 12

Follow-through Session

• Happy hour follow-up strategy
• Holiday gift budget and plans

Weeks 13-24

• Monthly email check-ins