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Customized Engagement

​Or, we can customize an engagement to meet you unique situation

 

My goal is to improve your business through increased growth and improved account retention.  If predeveloped programs are not the right fit, we can custom tailor an engagement to meet your organization’s goals, market dynamics, internal capabilities and your budget.

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Engagements commonly focus on sales effectiveness, including: 

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  • creating internal strategy alignment

  • ideal client profile and prospect targeting

  • prospecting tactical discipline

  • prospect management and tactics using my CSAP tool (Complex Sale Action Plan).

  • account management and retention skills

  • partnership behaviors

  • conversational skills (AI Driven Conversation Simulator tool).

  • organizational purpose, mission, vision, and values alignment

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For organizations with complex or high-value client relationships, I can provide targeted support in account management and retention, helping teams deepen partnerships, protect revenue, and expand existing accounts through structured planning and proactive communication.

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The result you will experience is not theoretical training, but applied development that strengthens performance, accountability, and confidence across your sales and account management organization.

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