Courses

Identify 15 actual prospects within your firm's client profile and connect with them

Spot service opportunities on the clients you help service

How to identify and adjust to the emotional triggers that drive buyer behavior

Discover business development AI Platforms and their capabilities

Watch our demo to learn CRM functionality

Learn how to limit exposure to liability for GenAI mistakes

Identify 15 actual prospects within your firm's client profile and connect with them

Spot service opportunities on the clients you help service

Learn to identify and adjust to the emotional triggers that drive buyer behavior

Create a marketing strategy that distinguishes your firm from its competitors and resonates with your firm's ideal client

Develop talking points to get your top producers to support change

Create a roll-out timeline and project management to-do list

Learn to be an ambassador for the firm within a market

Synthesize data about the firm and its SMEs into talking points for use in interactions with prospective buyers

Use technology for research and for relationship management

Learn how to navigate corporate politics and manage personalities while expanding your footprint within a client organization

Now what? Learn what to do when your buyer leaves or retires

Learn how to be an effective reference for cross-selling purposes

Learn procurement from both the provider's and the buyer's side to align your process with that of the buyer

Learn techniques to get your foot in the door of a prospective client that has an incumbent provider

Learn what is different about the contracting process in the Trump Era

Learn how to prevent your proposal from being rejected by AI

Learn how to identify inclusive companies and make them comfortable working with your business