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Phoenix Coaching Works Inc. | Burlington, ON
Who We Serve
Business Owners, Presidents, CEOs
Sales Teams & Individual Salespeople
Industries We Serve
Professional Service Providers
Medical & Patient Care
The Coach's Playbook
Sandler Research Center
No Guts No Gain
No Pressure Prospecting
Sandler Sales Foundations
Sales Development Series
Sales Leader Growth Series
Sandler Ultimate Guide
Mutual Discovery Process
Business Development Techniques
Webinars & Events
Free Offers & White Papers
Sandler Video Collection
Sales Call Reluctance
Canada Ontario Job Grant for Sales Teams
Request a Speaker
Sandler Success Triangle
Personalized Business Development FAQs
Answer the following questions and discover revenue gaps and why they exist.
Objective Client Feedback Surveys:
What are all the things my team and I do that my clients value the most?
Who of my clients are highly motivated to refer, and why?
How often do my clients expect to meet?
Which communications or activities do they value the most (or at all)?
Which of my clients prefer using email to communicate?
What additional services are my clients interested in?
Which activities are my clients comfortable delegating to members of my team?
What accountants are my clients happy with, and could they make good strategic alliance partners?
Which of my clients could benefit from a referral to one of your existing centers of influence?
How Can My Referral Process…
Eliminate my discomfort to consistent referral flow?
Tailor my approach to the personality of each client?
Strengthen my client relationship?
Make it easy for my clients to refer me to best prospects?
Eliminate 'I can't think of anyone right now' objection?
Obtain ideal client referrals--even in a lousy market?
Integrate referrals easily into my client service system?
Center of Influence Marketing:
Why Referring Your Clients to Accountants will NOT produce referrals in return?
Why making presentations to accounting and law firms about how you can help your clients will not generate referrals?
What is the economic glue of strategic partnerships?
What truly motivates accountants and lawyers to refer you?
Distinctive Client Introduction Events:
What types of events do clients actually want to come to?
What type of events do clients want to invite friends, family, and colleagues to?
How to make it comfortable and easy for clients to bring quality referrals?
How do you use invitation language so clients bring high-quality referrals?
How do you delegate to your staff who can easily manage all the details?
How do you make events successful - even if it is your first time?
How do you insure "nothing falls through the cracks"?
How do you follow up and book appointments?
Affinity Group Free Talks:
What marketing material produces the greatest attendance result?
When are the best seasons and time of day to hold seminars?
How to get invited in to speak to affinity groups?
Why speaking with partners and outsiders is a bad idea?
How to deal with questions and interruptions?
How to get attendees to complete the evaluations?
How to follow up after the free-talk?
How do you ask effective questions that help engage prospective new clients?
How do you uncover the true reasons people change to you?
How do you quickly identify the decision-makers?
How do you effectively handle stalls and objections?
How do you successfully orchestrate the 30 Second Commercial or Elevator Pitch?
How to easily and quickly develop a Business/ Prospecting Plan?
How to determine you and your team’s Vision, Values and Goals?
How to build real value in your business or practice?
How to write effective Job Descriptions?
How to conduct effective Performance Reviews?
How to develop and draft effective Work Flow Models?
How to attract, screen, profile, interview, hire, onboard, train and coach associates and assistants?
Transferring to a Fee Disclosure Wealth Management Process:
How to develop your vision?
How to prepare for a transition plan?
How to create a timeline?
How to prepare your client message?
How to prepare your marketing package?
How to prepare your advisory fee schedule?
How to prepare your client list?
How to transition from vision to reality?
How to handle clients who don't want to make the change?
How to effectively approach and speak with clients?