The Relationship
Value Multiplier
The foundational operating system nurturing and accelerating
our contribution to your growing success
Initial Conversation
Informal or focused… you choose. What’s on your mind is what we want to talk about. (Schedule yours today.)
CloseOpportunities & Capabilities Discovery
A little more structured… an exploration of your opportunities and how our capabilities may empower them.
Close“What If?” Workshop
If it make sense to both of us, we conduct a structured opportunities assessment of your existing clients and prospect pipeline. By asking “What If?” we can quickly quantify to potential growth we can achieve by working together.
CloseAgency Growth Plan
Serves as a blueprint for our relationship and includes how we will work together to optimize your client relationships and empower you to convert your best prospective clients into some of your very best clients ever.
CloseOne Client Test Drive
They say the proof is in the pudding. We say the proof is in the doing. By picking a low-risk, high value opportunity with one of current clients, we are able to gain added insight and confidence into how we will work together to capture other client and prospective client opportunities.
CloseGrowth Plan Implementation
Using agreed upon performance metrics to govern our progress and working at a pace that comfortably fits your circumstances and goals, we implement your Agency Growth Plan.
CloseGrowth Plan Review & Refinement
On a regular timeline, we review our shared progress - what’s working, what’s not - and refine your Agency Growth Plan as needed.
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