
The Trusted Advisor Action Pack
The Trusted Advisor Action Pack is part group workshop, part 1-on-1 consulting.
I realize that many that participated in the Service Provider to Trusted Advisor Challenge are in different boats. Maybe:
you just started your own firm
you have a young firm that’s stagnated or struggling to take hold
you just hired your first employees
you are really busy, but not on the right projects or with the right clients
you want to scale your business up
These certainly are different situations, but they all have one thing in common: in order to be sustainable, they all require you to take action now.
YOU ASKED FOR IT!
After exploring potential action plans with a number of you, it became clear that the best way that I can support you in your next step, as you move forward and continue to take action, is to provide a short, action-oriented program that gives you a plan, the time to implement it, and a feedback loop so that you can make adjustments as you go. So… here’s my offer to you:
The Trusted Advisor Action Pack
The Trusted Advisor Action Pack is designed to continue to support quick wins and help you move forward and adjust as you go. Here are the details:
Logistics:
Small-Group (2-3 people)
3 Months
2 Sessions Per Month
(1) 2 Hour Group Workshop Per Month
(1) 60 Minute, 1-On-1 Per Month
Topics:
Your Ideal Client (is it the one you worked on in the challenge or someone else?)
Viability (is your ideal client, niche, market viable, and do you have the ability to serve it?)
Where to Find Them (it’s one thing to know who your ideal client is, but how do you find them and contact them?)
Your Message (once you find them, what do you say?)
Your Plan (what’s your plan of action to tie all of this together)
Testing and Feedback (now that you’ve put the plan in action, what’s working, what isn’t, and how do you adjust?)
The Trusted Advisor Action Pack is designed, based on your feedback, to help you leverage the work you put in during the Service Provider to Trusted Advisor Challenge and accelerate towards putting that work into action.
You need to keep moving and the good news is that it’s simple to take the next step with the Trusted Advisor Action Pack. Here’s what you need to do:
Step 1: Sign Up - Click the button below to register now.
Step 2: Get Your Assignment - I’ll work with you to find the best days/times to meet as a group.
Step 3: Mark Your Calendar - Just like with the Challenge, the best results come from showing up and doing the work.
Step 4: Change Your Business - The Challenge helped you imagine what it could be like, now let’s put it into action.
I created the Trusted Advisor Action Pack with you and for you.
It will only be offered to you because you invested in the Service Provider to Trusted Advisor Challenge.
Imagine winning your first project for your new firm. What will that be worth?
Imagine winning your next project and it’s with your Ideal Client. What will that be worth?
Imagine not having to worry about how you’ll be able to support your new employees. What will that be worth?
Imagine getting rid of lots of ‘wrong projects’ and replacing them with ‘right projects.’ What will that be worth?
Imagine scaling your business to something that’s bigger than you. What will that be worth?
To honor your commitment to the Challenge and show my appreciation for your work, I’m offering the Trusted Advisor Action Pack for $1,500.
That’s a 50% discount from what I would normally charge for a 3-month program like this.
Unless you want to put the work you did in the Service Provider to Trusted Advisor Challenge in the drawer with all the other unfinished projects and unrealized ideas, sign up for the Trusted Advisor Action Pack now.
Each group is limited to 3 people, so space is extremely limited and we need to get started so you can strike while the iron is hot.