How we help you

Relationship mastery is a learnable skill

Whether you’re a consultant or in a consulting-like role, you know from experience that the relationship side of your work is what makes or breaks you. And you know that you transform results for everyone when you are the package deal that clients expect: informed and industry-savvy, for sure, but also personable, relatable, trustworthy, and real.

This is where we come in.

Take it to the next level

We specialize in “deep dive” learning programs that develop measurable mastery in sales/business development, influence, and relationship building.

“One of the best training courses I have participated in. The level of engagement was outstanding and extremely beneficial. We recaptured work from an incumbent worth approximately $750k US with potential follow-on as a direct result of applying what I learned”—Senior Manager, global accounting firm

Our Immersion and Mastery programs are the culmination of over three decades exploring what it takes to have extraordinary client relationships.

We’ve delivered hundreds of programs to thousands of people in client-facing roles: external consultants, internal consultants, financial advisors, bankers, engineers, scientists, and salespeople. And in the process, we’ve traveled to audiences in various parts of the world: the U.S. and Canada, Mexico, Brazil, Europe, the Nordics, Australia, Singapore, and more.

We use different lenses in our work with you, depending on what you want to focus on: trust-based sales/business development, trusted advisorship, and trust-based consulting.

Engage wholeheartedly in new ways of thinking and being

Our programs are a worthy investment when you want to:

  • Fundamentally challenge your myths and misperceptions about trust-based relationships
  • Engage wholeheartedly in new ways of thinking and being
  • Get crystal clear about what makes your client relationships successful so you can produce results more reliably
  • Be honest about your limitations and close critical skill gaps.

“Is this training … or culture change?”

Our work actually lies somewhere in between. We deliver learning programs that don’t just boost skills but change mindsets, and that creates a ripple effect.

“Our culture is changing. Graduates are consistently winning more work and leading projects more effectively. We’ve witnessed big improvements in cross-selling”—Cathy Flores, Head of Talent Development, Ramboll Americas

Choose your own adventure

Master, Immersion, and Essentials triangle infographic

Essentials. A building block for other programs. Use an Essentials workshop to test resonance/fit, or invite a larger group and then have chosen cohorts continue with a deeper dive.

Immersion. When you want to steep people in new ways of thinking and being and advanced-level relationship-building practices, but you have weeks—not months—to do it.

Mastery. If you have a strategic imperative to build more client business and you’re clear that extraordinary relationships will make the difference, Mastery promises measurable results.

We’re so confident in the difference we can make with you that we offer what is essentially a money-back guarantee—even for Mastery. If for any reason you’re not satisfied with the results of our work, you pay only what you think it was worth.

Chart comparing Essentials, Immersion, and Mastery levels

Five fundamental design principles

There are five things you can count on us to focus on with every program we design and lead:

  1. Get results, not just insights. Work real client situations in real time—even with Essentials.
  2. Build confidence, courage, and resilience. We emphasize personal mastery as the path for next-level results for business leaders at any level.
  3. Increase effectiveness in a wide range of client situations. Apply trust-based mindsets and skill sets to networking, new client meetings, cross-selling, project execution, and more.
  4. Make it stick. Improve learning retention with a variety of accountability structures, like action teams and coaching, along with a curriculum that spaces events over time.
  5. Make it fit for you. “Accordion” and tailor the overall design to create a custom program that aligns your culture, participants, and budget.

Find out more about the difference Immersion and Mastery could make for your organization.