• About Us
  • A Message from Rick
  • Our Mission
• Building Your Book
  • Importance of Building Your Book
  • Coaching Service to Build Your Book
  • Coaching Example
  • Coaching Services Menu
  • Testimonials
• Getting Ahead
  • Your Firm's Criteria
  • Sponsorship
  • Timetable
  • Managing Your Career
  • Our Coaching Service
• Lateral Assistance
  • The 6 Critical Factors
  • Determining Your Book
  • Identifying Suitable Firms
  • Interviewing - The Four 12's
  • The Partner Profile
  • Managing the Process
  • Negotiating Your Package
  • Changing Firms
  • The First Year
• Contact

Client Development Coaching Services Menu

Our coaching services are designed and delivered to you based on your unique needs and those of your clients. They may include the following 10 Steps:

I. Creation of your 10 Year Biography Page

II. Identification of your Intentions

III. Client Selection

IV. How to Research Your Clients

V. Identification of Client Business, Technical, Legal Needs

VI. Identification of the Executives (Decision Makers) you need to know to win the Company's business

VII. Creation of a 'Straw Horse' solution (and Team) to present based on 3 alternatives (Good, Better, Best)

VIII. Gaining Access to the Decision Maker and Presenting your Proposal

IX. Rehearsing how to effectively Present Yourself, Your Ideas, and Your Firm

X. Gaining consensus with a Client to move forward with your Proposal