Is your CRM nothing more than an electronic rolodex?
Which CRM is best? Often , we find it is the one you have! Many professionals have not found the time to learn about the automation capabilities that can remove admin time and increase time spent on revenue growth. We can help unlock that for you and show you how to use the tool in way that is sales driven.
Fractional Sales Management that improves the process and the people
Small business owners wear a lot of hats. The sales management hat has too many variables for someone who is dealing with strategic and tactical decisions on a day-to-day basis. Hiring a fractional sales manager (Caddis) costs no more than a registered assistant and delivers growth almost immediately. We follow the “Sales QB” method but customize the plan to the unique needs of our clients.
$5000 per month. No long-term commitment.
Wisdom
This unique training program unlocks the secrets to managing social style conflicts that inhibit sales growth. Do you find engineers tedious because of their unresponsiveness to time constraints? Perhaps that bombastic CEO prospect is too much to endure and you walked away. Or, that last prospect was SO nice to you, and she exchanged personal anecdotes with you about her family and yours – but when it came to make a decision, she deferred it to her cousin (who is an electrician…) The Wisdom program will cut through all of this and set a service standard for high net worth investors that will make them beg to learn more. The program is fifteen years old and has helped hundreds of professionals kick off their own virtual family office service.
$2500 for two-day course.
The Sponsor Method
The Sponsor Method represents an innovative shift in client acquisition, combining purpose-driven partnerships, exponential Google ad resources, and intelligent automation to attract and engage with ideal clients.
This unique system eliminates the traditional pain points of prospecting while positioning you as a trusted leader in your market.
By leveraging strategic non-profit partnerships and substantial advertising grants, you’ll build a practice that not only grows efficiently but also makes a meaningful impact in your community.
$5000 per month buys $120,000 per year in Google ads.
An omni-channel approach to growth handles the obstacles facing cold emails, monthly newsletters that don’t convert, and offers more value than expensive steak dinners.
Let’s begin your journey to guaranteed growth with a sales map