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Trusted Advisor Confidential/NavSTAR Client Acquisition® 15-Week 1:1 Program (Sample)

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NavSTAR Client Acquisition® 15-Week 1:1 Program (Sample)

  • Course
  • 61 Lessons

This comprehensive 15-week program offers bi-weekly individual coaching sessions, personalized through your own portal. Receive an autographed "Trusted Advisor Confidential" book, a toolkit with 25+ tools and templates, eight one-on-one reviews, and more!

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Contents

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

Onboarding
Welcome to Your First Week!
Reading Assignment: Chapter 1 & 2
Your 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
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
5 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
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 Develoment Success Scorecard

Overview STAR 4: Business Development Success Scorecard
Reading Assignment: Chapter 6
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
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
Funnel Math
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

Reading Assignment: Chapter 9 & 10
Share Your Experience & Achievements