Monthly Gifting Q&A

How to give strategically & drive revenue

Advanced Onboarding Techniques for Deeper Client Connections with Jamie Shibley

January 9th : 10am - 11am CST

I recently stumbled upon an approach that has the potential to redefine how we do client onboarding, inspired by Priya Parker’s “The Art of Gathering.”

Join me for a conversation about this approach and how we might be able to apply it to onboarding new clients in a way that can lead to more meaningful, long-lasting relationships. The kind of relationships that not only boost your bottom line but also make the journey so much more rewarding.

If you're curious about taking your onboarding process to a whole new level, reserve your spot!

Registration will open soon!

How Validation and Respect Can Grow Your Business with Jamie Shibley

February 13th : 10am - 11am CST

According to Social Psychology, relationships are formed when people perceive that you understand them, validate them and care for them. In this conversation we’ll look at how validation can play a role in your conversion rates and retention. We’ll review some examples of how your peers have used validation to build stronger relationships, book more appointments and learn how to serve their clients better.

Registration will open soon!

Communities with Hannah Roth

March 12th : 10am - 11am CST

A community is defined as the feeling of fellowship with others as a result of sharing common attitudes, interests, and goals. Whether your brand already has one or you want to create one, this conversation will provide some insights. We'll be hearing from Hannah Roth, Predictive ROI's Mad Scientist & Strategist, who will talk us through their community building journey. Not only will we talk about why you might want one, but also how to create. Join us to learn how to nurture those relationships to open more opportunities for all involved, generate leads, retain clients, and create massive word of mouth for your brand.

Registration will open soon!

"Prospecting in Pixels" Your LinkedIn Catalyst with Tom Martin

April 9th : 10am - 11am CST

In the ever-evolving landscape of business development, success no longer hinges on traditional tactics alone but on a dynamic fusion of psychology, digital proficiency, and genuine connection. Tom Martin, Founder and President of Converse Digital, has mastered the art of transforming digital dialogues into tangible business results over the past two decades. His latest endeavor, "Prospecting in Pixels," offers an innovative approach to sales, rooted in an understanding of human behavior and the psychological underpinnings that foster trust, establish credibility, and culminate in successful sales.

In this Q&A he'll take us beyond the conventional sales pitch, talk about leveraging content as a compelling Conversational Catalyst on LinkedIn that forges meaningful relationships. And he'll talk about the art of turning fleeting online interactions into enduring offline opportunities, equipping us with the skills to not just navigate but thrive in the digital domain.

Registration will open soon!

Navigating Relationship Building at Event with Tom Graybill

May 14th : 10am - 11am CST

Meeting new people is one of the outcomes of attending events. But let's be honest, it’s not everyone’s thing and even if it is, knowing how to make the most of that opportunity can be tricky. If the thought of mingling makes you feel exhausted, or if you're a networking ninja looking to refine your strategy, we’re hosting a conversation you might appreciate.

Tom Graybill, VP, Sales for Tri-Marq Communications has been teaching networking for more than a decade, helping first-timers and experienced professionals up their game to make connections count. He'll be joining us for our May Q&A session to cover the art and strategy of building authentic connections before, during, and after events.

Registration will open soon!

Dream 25 Part 1: Creating Your Prospect List

June 11th : 10am - 11am CST

If you're anything like most of us, new business strategies are something you say you’re going to get to and never really do until it stops coming in. Over the next 5-6 months we’re going to work to break apart our new business strategy into actionable steps you can take to get you to a year long plan for nurturing your dream prospects.

In this first Q&A we’re going to tackle your list. Together we’ll cover what it takes to develop a list of 25 dream prospects. But here's the thing – we're not just talking about any list. We're diving into how to curate a list that aligns with your business values, goals, and the future you're working so hard to build. It's about laying the foundation for a future where your business doesn't just grow, it thrives. My goal is to make this new business strategy stuff less daunting and more achievable.

Registration will open soon!

Dream 25 Part 2: Finding What's Important To Your Prospects

July 9th : 10am - 11am CST

In this Q&A we’re going to tackle the second roadblock to creating an annual plan for prospect (or strategic partner) nurturing. Once you have a list of prospects, the next likely challenge you’ll face is - truly understanding them. Most companies take the approach of putting thought into new business strategies when they’re in a pinch. And when they do, it’s easy to get caught up in the fastest transaction possible. But let’s be real, to really make an impact and turn those prospects into loyal clients, we need to dig deeper.

That’s what this next Q&A session is all about - understanding the world of your prospects, validating their aspirations, and showing genuine care beyond the business aspect. Why does this matter? Because at the heart of every successful pitch is an emotional connection and trust. To build this foundation, we need to do more than just know their names and titles.

Registration will open soon!

Dream 25 Part 3: Uncovering Themes for Nurturing Your Prospects

August 13th : 10am - 11am CST

Over the last two months, our Q&As have covered creating your list of 25 dream prospects and researching them. In our next session, we’re going to get you through the overwhelm of all of the data you’ve just collected. Because no doubt, most of you are probably stuck looking at all the details and wondering how it’s going to help you win new business.

Fear not, we have a plan to help move you through the next step. The art of synthesizing all your research is about transforming it into actionable insights. This synthesis is going to enable the rest of your strategic engagement to come together. Join us for our August Q&A to learn how to organize all your findings and identify patterns that will help you design your touchpoints. Bring your data and questions and we’ll help you take this next step in developing your new business strategy.

Registration will open soon!

Dream 25 Part 4: Turn Your Insights into Prospect Engagement

September 10th : 10am - 11am CST

4th in a 5-part series on Designing your Dream 25 Prospect Strategy. In this Q&A we’ll move into designing the actual touchpoints that nurture the prospects you’ve identified. This is where we create the tangible plans that will captivate your prospects and foster lasting relationships.

And when we’re done, you’ll only be one step away from spending the rest of the year moving those dream prospects to clients!

This is also the part where we take you behind the scenes to show you how our Six Strategic Storylines ™ help guide the touchpoint design process to unlock the engagement that will keep your pipeline full.

Registration will open soon!

Dream 25 Part 5: Measuring Your Prospect Nurturing

October 8th : 10am - 11am CST

We’ve walked through the planning and strategizing of your Dream 25 Prospects (or strategic partners), and now we’re going to show you how to actually put it into practice. And once you’ve taken action, we want to make sure you know how to measure all that hard work.

We want to make sure you see that this relationship-based selling actually works in more ways than you realize. It’s not always showing up in simple conversion numbers. Sometimes we overlook just how much word of mouth we receive from focusing on the relationship first. Not to mention how there are a surprising number of other opportunities that come up in conversation when people really start to engage with you.

By the end of this Q&A, you’ll have everything you need to manage the success and further optimization of your Dream 25 Strategy.

Registration will open soon!

Navigating Connections During Holidays

November 12th : 10am - 11am CST

More information coming soon.

Registration will open soon!

Relationships and Your Health

December 10th : 10am - 11am CST

More information coming soon.

Registration will open soon!

More Coming Soon!

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