We know you want more from your clients and you want to keep those clients forever. We help your sales and client management teams cultivate the right mindset and develop the necessary skills to embrace and execute– successfully and quickly– on today’s client relationship realities. Because the reality today is that your people need to be more than your client’s porter. They need to be your client’s guide. We get your more and forever teams ready to be the guides that win, keep, and grow your clients.

Why More + Forever?

More + Forever = Growth. At the core, you want to get more clients, get more from those clients, and keep them forever. Growth isn’t worth gambling on or hoping for. Providing the development and support for the people responsible for your business development is an essential part of growing your company and advancing your organization.


Our More + Forever Program

HOW DO WE DO IT?

We deliver a virtual, instructor-led, interactive workshop series (short, small, and frequent) and one-one coaching, using an easy and relatable framework, a common vocabulary, and simple tools for your people to use across teams and clients– all while building a community of sharing, learning, and accountability. The program:

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Shifts the individual’s mindset from “I have to sell,” to “I want to guide.”

Introduces client management skills and behaviors for participants to keep and grow their client relationships.

Creates a common vocabulary, the leading indicators, and a simple tool for your teams to use for real-time skill reinforcement, formal coaching, and client relationship management.


HOW DOES IT WORK?

  • 12-week virtual, interactive, instructor-led program*  

  • Cohorts of up to 20 participants

  • Six, bi-weekly workshops that build upon each other

  • Six, bi-weekly one on one coaching sessions to reinforce the concepts

  • Management and leadership prep sessions

*In-person programs available

WHO IS IT FOR?

  • Client relationship teams

  • Sales teams

  • Business development teams

  • Client management teams

  • Management teams

  • Company leaders


Get in touch to learn more about

sales + client relationship consulting