BUSINESS SERVICES
Put your expertise
to work for growth.
Education, Programs, and Relationship Building for business owners and sales teams. The company analysis helps us choose the work around your priorities.
01 / EDUCATION
Education
Business mentorship, team development & sales coaching
Strengthen the skills and support your team needs to do its work.
Coaching focuses on the challenges identified with your team. I work with your people directly or connect them with a relevant coach or specialist.
- For businesses: mentorship on direction, growth, and preparation for a future transition.
- For sales teams: customer discovery, Socratic selling, explaining value, and handling objections.
I also serve as a mentor at Legacy Leaders.
How I listen, learn, and work with a team →What the engagement can include
Team workshops, individual coaching, or business mentorship, with agreed practice areas and follow-up actions.
02 / PROGRAMS
Programs
Company-specific, recurring-revenue services
Build a repeatable service or annual program around a clearly defined need.
We examine whether the offering fits your customers and can be delivered sustainably.
- Define the customer need and the capabilities available to address it.
- Shape the service or program, delivery process, responsibilities, and recurring schedule.
- Create a rollout plan for customers and the team delivering the service.
My experience includes EPS’s grease-management service and helping turn RMS around with the team, developing a $5.5 million service business in 36 months.
Explore EPS and RMS business results →What the engagement can include
A service brief, delivery workflow, recurring schedule where appropriate, and customer rollout plan.
Business example: Turn a manufacturers’ representative company’s equipment and field expertise into an annual inspection or maintenance service that customers can renew.
For businesses, sales-team coaching is a separate addition. We can develop the program and then prepare your team to explain and sell it.
03 / RELATIONSHIPS
Relationship Building
Customer conversations, useful introductions & partnerships
Help your business understand customers, communicate its expertise, and develop relevant partnerships.
Help your team move beyond waiting for trade shows, bids, or RFPs by creating reasons for customers and partners to engage.
- Clarify a customer or business-development need through interviews and discovery conversations.
- Understand the expertise, resources, and programs that could address it.
- Facilitate relevant introductions and discussions so participants can assess fit and agree on next steps.
What the engagement can include
An interview and outreach plan, relevant introductions, and a follow-up approach your team can use.
Business example: Interview customers, turn the insights into useful educational content, and develop a focused outreach and follow-up plan for your team.
The Infrastructure Network is an example of this approach. Brand awareness and a qualified opportunity are different outcomes.
A PRACTICAL WAY TO BEGIN
Start with
a conversation.
We agree on the work after understanding your business. See the company analysis and implementation process →
Explore practical AI applications →
Discuss Your Business