Sales: Are your sales efforts laser-focused on high-value prospects? Or is valuable time, energy & resources being squandered on misaligned targets and opportunities?

Marketing: are your marketing efforts generating qualified prospects? Or are you casting too wide-of-a-net and occupying your sales team with misaligned leads?

Customer Success: are you Account Managers investing thoughtful & pro-active time with your best client? or are they being bogged down by reactive tasks from bottom-tier accounts?

In this live 2-hour workshop, we present a powerful, customizable framework designed to optimize your most valuable asset: your time. This framework is adaptable across sales, marketing, and account management functions.

In this course, you'll examine your current & historical revenue streams, discern the unique characteristics of your best (Blue Chip) and least desirable (Graveyard) clients, and craft a strategic blueprint for resource allocation.

By the end, you have the foundation to align your sales and marketing efforts and the clarity to maximize your account management resources.

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This cohort is for you / your team if: you sell a custom, complex, B2B service and are are seeking growth.

This cohort is for you / your team if you have limited bandwidth across your sales, marketing, customer success teams and are seeking to optimize their time, energy, and resources for maximum impact.

This cohort is for you / your team if you are a growth-minded leader who is committed to cultivating and expanding relationships with the right clients. Prioritizing quality and long-term partnerships over sheer quantity.