The REVENUE READY EXPERT
An 8-week small group program for Professionals and Technical experts who carry a revenue target without the training to hit it. It starts with a no-obligation Revenue Ready Diagnostic.
You didn't sign up for this.
You became an accountant, an engineer, a lawyer, a consultant. You built real expertise. And somewhere along the way, "grow the book" got added to your job description with no training, no framework, and no one to ask.
So you default to what feels safe: doing great work and hoping it gets noticed. Meanwhile the partners who do generate revenue seem to have some instinct you missed out on.
They didn't. They just learned a system. This program teaches it to your team, together, using your firm's real clients and real deals.
It's a system for people who hate sales training.
Built for technical and professional experts not career salespeople.
- No scripts. No pressure tactics. No pretending to be someone you're not.
- Delivered to one firm at a time, never mixed with other companies o your team can talk openly about real clients, real numbers, and real internal dynamics.
- Built on peer accountability from people who already work together and will keep working together long after week 8.
Start with the assessment, not the commitment
Before any firm commits to 8 weeks, I run a Revenue Ready Diganostic: a short, structured process with your team (brief interviews and a survey), benchmarked against what actually builds and breaks BD capability in professional services firms. You get a clear findings report: where the real gaps are, and what's actually fixable.
No obligation. If the findings don't point to this program being the right fix, we part ways with a useful report in hand either way.
The 8 week Plan
Foundation
The Conversation
The Conversation
Weeks 1-2
Reframe what "selling" actually means in your world. Map the relationships and dormant opportunities already sitting in your existing book.
The Conversation
The Conversation
The Conversation
Weeks 3–4
Learn the core framework for building trust-based business relationships. Practice discovery questions that build trust instead of triggering the sales-pitch flinch.
Pipeline Mechanics & Applied Practice
Pipeline Mechanics & Applied Practice
Pipeline Mechanics & Applied Practice
Weeks 5-6
Build a simple, honest pipeline — no CRM overwhelm, no jargon. Small-group coaching pods start working real, live deals together.
Closing Without Cringing & Systemize
Pipeline Mechanics & Applied Practice
Pipeline Mechanics & Applied Practice
Weeks 7-8
Handle price and scope pushback as the expert you are, not as a closer. Leave with a personal BD operating rhythm you'll actually keep using — plus a 90-day plan. r.
WHO THIS IS FOR
- A firm's accountants, engineers, lawyers, or consultants — brought through the program together as one cohort
- Teams where partners or practice leads want a consistent language and system across the group, not a patchwork of individual habits
- Groups of 3 to 10 from a company — enough for peer accountability, small enough to stay personal and confidential
WHO ISN'T THIS FOR
- Mixed groups of professionals from different, unrelated firms
- Career sales reps looking for advanced techniques
- Anyone looking for a script to memorize and repea