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

NOTICE TO ALL USERS: The Trusted Advisor Confidential and the NavSTAR Client Acquisition℠ System, including all associated materials, tools, and resources, are provided for the personal use of the registered user only. Unauthorized commercial use or sharing, copying, repurposing, reproducing or any form of distribution of all or part of the program content and materials is strictly prohibited. Violation of these terms may result in legal action and the termination of access to the program and its materials without refund. By accessing and using these resources, you agree to use them in accordance with these terms and solely for the purpose of your personal development.