Getting Started

Getting Started

Getting Started

This program includes pre-course work, coaching sessions, and focuses on six key areas: Targeting, Messaging, Business Development Process Mapping, Business Development Success Scorecard, Lead Generation, and Feeding the Funnel.

Each week involves specific tasks, worksheets, and group or individual coaching sessions.

Using our Program Platform: Podia

Accessing the Program: Log in to Podia using your credentials to access the program materials and sessions.

Navigating Content: Use the Podia dashboard to navigate through the various components of the program, including worksheets, video content, and session schedules.

Uploading Assignments: Utilize the platform's upload feature to submit your completed worksheets and assignments for each week of the program.

Scheduling Sessions: Book your coaching calls and group sessions through the integrated scheduling system.

Tracking Progress: Keep track of your progress and upcoming tasks using Podia’s user-friendly interface.

Engaging with the Community: Participate in discussions and engage with other participants for a collaborative learning experience

NavSTAR Client Acquisition® 15-Week 1:1 Program

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Introduction

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

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