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Personalized new business coaching and training for marketing agency leaders who want to pitch less and win more.

If you’re the leader of a small marketing agency who wants…

  • Greater control over the new business pipeline

  • Confidence that the strategic choices you make will lead to predictable new business success

  • To define your agency’s growth as much by high quality client relationships as through revenue

…then you might consider one of these coaching and training programs, designed with the unique needs of small agencies in mind.

1

Do you want to establish an agency-wide new business culture that leads to predictable and sustainable success and that doesn’t rely solely on you?

Explore the New Business Accelerator

2

Your time is precious and your goals are big. Do you wish you had a trusted consigliere to guide you quickly toward the right new business decisions for your agency?

Explore New Business Leadership coaching

3

Join a select group of your peers for monthly coaching. Engineered to help you take decisive action toward winning new business in a collaborative and supportive environment.

Explore New Business Leaders Mastermind

4

Are inadequate new business skills holding you back from performing at the top of your game?

Explore New Business Skills workshops

The New Business Accelerator

You’ve built your agency through creativity, determination, and occasionally sheer force of will. You learned business development the hard way–by trying different approaches and learning from your mistakes.

It got you where you are today, but now you want a robust agency business development plan to support you in your next level of growth.

The New Business Accelerator could be right for your agency if you:

  • Want to build a strong foundation for long term, sustainable growth

  • Seek more control over the pitch process, especially negotiating with strength and closing deals

  • Are ready to ditch unproductive habits with a sustainable, repeatable approach to winning new business.

  • Are committed to your role as “chief sales officer”, but want to distribute more responsibility to your team while keeping everyone happy and productive.

This is a 12-month program of coaching, training and accountability. The outcome is a framework for sustainable, repeatable new business success custom designed for your agency and built on the Build Win Scale system.

Ready to make the commitment to transformative change? Let’s explore whether the New Business Accelerator is right for you.

“I knew instantly that Jody was exactly what our team needed.”

“Since working with Jody, we’ve prioritized and improved our approach to business development. We’re securing more 'best-fit' inquiries, winning a higher percentage of accounts in our sweet spot, and growing relationships with existing clients. Trust me, Jody’s counsel will save you time, equip you with tools and techniques that work, and turn your team into a business development masters.”

Kim McKeeman
CEO, McKeeman Communications

New Business Leadership Coaching

You’re an accomplished marketer and a strong leader, but you could use a peer-level partner when it comes to agency business development. You’d value quick access to an expert who can advise you on the best actions to take in high-stakes new business pitches. Or, perhaps you simply want an experienced sounding board to ensure you’re on the right track to meeting your growth goals.

Individualized coaching might be a great option for you if you’re looking for:

  • Positive momentum towards meeting important goals

  • Time and space to solve lingering issues that have been holding you back for too long

  • Objective problem-solving and accountability to keep you progressing

  • Mastery over new business skills

Coaching takes place in twice-monthly one-hour sessions by video conference. Sessions are structured to get you results fast—you articulate your challenge, I present some options to address it, and we conclude by deciding on the best first steps so you can conquer it.

Could you benefit from a trusted and experienced coach to guide you? Let’s explore whether New Business Leadership Coaching is right for you.

“Within months we saw tangible improvements in the effectiveness of our new business activities and have won multiple clients by following her process.”

“Our new business activities were haphazard and we lacked a clear process to nurture leads. Since working with Jody we’ve defined our value proposition, developed a messaging strategy oriented at our ideal clients, and mapped out a process to engage prospects as they progress through the buyer's journey to become a client.”

John Emmerson
CEO, London Agency

The New Business Leaders Mastermind  

Small agency owners enjoy a lot of advantages. They’re energetic, ambitious, and dedicated to their craft. But they also share two big disadvantages—a lack of time and a lack of resources.

As a member of the New Business Leaders Mastermind, you get access to expert guidance in a supportive environment that's more accessible than private coaching. Plus, the focus is on getting you on the fastest path to revenue by addressing your top challenges and delivering ideas and inspiration to take fast action.

Here’s what you get:

  • Once-monthly live 90-minute sessions via Zoom with no more than four other agencies, ensuring that you get ample time 100% dedicated to you in each session.

  • Access to expert coaching as well as the experience of your peers.

  • Carefully curated cohorts to ensure you are placed with non-competitive peers who also share common characteristics in terms of agency size, years in business, and new business challenges and goals.

  • Access to offline coaching via Slack as well as tools like planners and scorecards to keep you accountable to your goals.

If you love the idea of learning from (and also supporting) a group of your peers, as well as live coaching from a new business expert, the New Business Leaders Mastermind program might be right for you.

 

“The return on investment of coaching with Jody has been massive.”

“We've made big improvements in how we pitch and in more than one case, her coaching has led directly to new business revenue.”

Jon Bailey
Partner, 62Above

New Business Skills Workshops 

New business skills workshops target the areas where your team needs improvement the most. They’re ideal for agencies that want to:

  • Build new business skills beyond just the leadership team 

  • Develop a deeper bench of business developers at their agency

  • Eliminate weaknesses that are preventing them from winning new business

Workshops are offered to support you at each stage of the Build Win Scale continuum.

Build

  • Strategic positioning and messaging
  • New business planning

Win

  • Prospecting for new business
  • Pitching and presenting
  • Creating winning case studies

Scale

  • Growing a new business team
  • Building a New Business Ecosystem™, a scalable master plan for long term new business success
 

“Jody’s workshop was a terrific addition to our 2-day sales summit.”

“She was lively and entertaining and, more importantly, got our team to think differently about how to tell our story and close more business. The feedback from my sales team was overwhelmingly positive. They walked away with new techniques that they’re excited about putting to work right away.”

Jason Kiefer
Partner & Chief Commercial Officer Billups