Coaching Modules

Module 1

ICP and Focused Targeting

Most consulting firms know the type of client they want more of, but few have turned that into a clear, usable and consistent targeting model.

Module 2

Value Proposition & Commercial Narrative

Many firms have strong services, credible expertise and good client outcomes, but struggle to explain why buyers should care now.

Module 3

Pipeline Generation Rhythm

For many firms, pipeline generation only becomes a priority when the pipeline is already thin. This module helps teams move from sporadic BD activity to a consistent weekly rhythm.

Module 4

Discovery and Qualification

A lot of first meetings feel positive, but positive does not always mean qualified. This module helps consultants, partners and BD teams run stronger discovery conversations.

Module 5

Pitching, Proposals & Conversion

Strong opportunities can still be lost at proposal stage if the pitch is too generic, too slow, too service-led or not clearly linked to the buyer’s decision criteria.

Module 6

Objection Handling & Negotiation

Late-stage hesitation is normal. Discounting should not be the default response. This module helps teams handle fee, timing, competitor and internal pushback more confidently.

Module 7

Key Account Growth & Retention

Many consulting firms have strong client relationships, but expansion is often left to chance. This module helps teams take a more deliberate approach to growing and retaining key accounts.

Module 8

CRM Optimisation

A CRM is only useful if the data is trusted, the stages are clear and the team uses it consistently. This module helps improve CRM discipline, pipeline visibility and forecasting confidence.

 

Module 9

Sales and Marketing Alignment

Many firms only think seriously about price when a proposal is due, which leads to underpricing, over-scoping and inconsistent fee decisions across the team.

Module 10

Pricing, Packaging & Offer Design

A lot of firms are producing marketing activity, but the sales team does not always know how to turn that activity into commercial conversations.