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Trusted Advisor Confidential/NavSTAR Client Acquisition® Team Training Program (Sample)

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NavSTAR Client Acquisition® Team Training Program (Sample)

  • 67 Lessons

What’s Included:

  • 15-weeks full of bi-weekly group sessions, bi-weekly 1:1 coaching sessions, and paced accountability through the NavSTAR Client Acquisition System via your own, personal login portal

  • Autographed copy of the book Trusted Advisor Confidential

  • NavStar Client Acquisition TM System Workbook, with a complete Toolkit of 28 client acquisition tools and DIY templates

  • Seven (7) 90-minute group sessions

  • Eight (8) 90-minute one-on-one work review sessions

  • BONUS: Six (6) 60-minute monthly CAPTAIN’S TABLE mastermind group sessions

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Program Overview

Introduction

Introducing Trusted Advisor Confidential™: The Insiders Guide to Landing High-Paying Clients
Preview
Why Business Development Can Be A Mystery For Trusted Advisors
Preview
Getting Started
Preview
Meet Craig Lowder
Preview

Week 1: Pre-Course Work

Welcome to Your First Week!
Reading Assignment: Chapter 1 & 2
Group Coaching Call: April 4, 2024
Business Journey Worksheet
What Are Your Six Stars Starting Grades?

Week 2: Pre-Course Coaching

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 3: STAR 1 Targeting

Overview STAR 1: Targeting
Reading Assignment: Chapter 3
Group Coaching Call: April 25, 2024
Grading your Clients
Your Ideal Client Profile
The Functional Persona
The Buying Persona
The Connector Compass™

Week 4: Coaching for 'Targeting'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 5: STAR 2 Messaging

Overview STAR 2: Messaging
Reading Assignment: Chapter 4
Group Coaching Call: May 9, 2024
Five Steps to Finding Your Value Wedge
Discover Your Uniqueness
Your Guarantee Questionnaire
Target Client Information Sources
Lead Generation Strategies
Marketing Campaign Break-Even Analysis

Week 6: Coaching for 'Messaging'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 7: STAR 3 Business Development Process Mapping

Overview STAR 3: Business Development Process Mapping
Reading Assignment: Chapter 5
Group Coaching Call: May 23, 2024
Steps in the Customer Journey
Number of Business Development Processes
Business Development Process Map
The Opportunity Star Map

Week 8: Coaching for 'Business Development Process Mapping'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 9: STAR 4 Business Development Success Scorecard

Overview STAR 4: Business Development Success Scorecard
Reading Assignment: Chapter 6
Group Coaching Call: June 6, 2024
Business Development Success Standards
52-Week Activity & Results Tracker

Week 10: Coaching for 'Business Development Success Scorecard'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 11: STAR 5 Lead Generation

Overview STAR 5: Lead Generation
Reading Assignment: Chapter 7
Group Coaching Call: June 20, 2024
Lead Generation Checklist
How to Host Small-Scale Seminars
How to Get Paid Speeches
How to Get Publicity
How to Conduct Proprietary Research

Week 12: Coaching for 'Lead Generation'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 13: STAR 6 Feed the Funnel

Overview STAR 6: Feed the Funnel
Reading Assignment: Chapter 8
Group Coaching Call: July 11, 2024
Funnel Math Worksheet
Opportunity Tracker

Week 14: Coaching for 'Feed the Funnel'

Upload Your Worksheets Before Your Call
Schedule Your Coaching Call

Week 15: Program Review + Final Coaching Session

Final Group Coaching Call: July 25, 2024
Reading Assignment: Chapter 9 & 10

You're great at what you do, but client acquisition?

It's probably not your jam. That's where the NavSTAR System rolls in, with six killer steps to target, engage, and convert the clients you actually want – as smoothly as your first coffee of the day.

Enroll Now