5 Assessments
Clients Use

to Choose Who They Work with.

Join Live on February 20th
11am CT, 9am PT

In partnership with:

Average new business win rates across industries in 2023 was 47%.

If that’s familiar, that means that 53% of prospects are saying the offer isn’t relevant to them. And those who are, are taking longer to decide.

Clients and prospects assess the firms they meet with and never share that assessment with them until it’s too late.  

And, what clients tell us is that “It’s harder now than ever before to choose which outside firm to trust with our future.” 

They say, “It’s hard because we do a good job of creating a short list of firms – any one of which looks good to us on paper. When we meet them though, they tend to blend together with little to no discernible differentiation. They all have strong people, solid reputations, relevant products and services, mature processes, satisfied customers, and market competitive pricing. Hence . . . hard to choose.”

But they do choose, and who they choose is the firm (usually only one) that shows interest and curiosity in them and learns the five key ingredients that make them who they are.

When we ask how often they see this in the firms they meet with, their response is, “almost never.” 

There’s a skill to truly learning about a client, and thousands of clients have told us most firms don’t have it.



              in partnership with 

              bring you this live session.

During this 45-minute webinar we’ll share with you the five assessments client make when they choose to work with a firm, and the origin of the Client School, a comprehensive skill curriculum you can learn.  Current and former students are using these skills to produce double to triple digit improvement in results.

We’ll also introduce you to the one question that gets it all started.

We’ve learned from thousands of clients over the last three decades what it takes, according to them, to be their choice when they’re searching for outside resources.

We’ve turned that learning into The Client School, a comprehensive learning curriculum of skills for professional business developers and client services people.

If this sounds like it would be relevant to the future you want, we invite you to attend and learn more. Please start by submitting the form on the right.

Join the Live Session

February 20th
11-11:45am CT, 9-9:45am PT.