Close More Dream Deals

I just completed a summer project, which took me through pulling apart and putting back together 6.5 years of detailed client data. Through this, I stumbled across an insight I hadn’t realized:

36% of our Advisory Practice clients come to us with a goal of leveling up their dream clients and projects.

They’re making money but feel dissatisfied creatively, knowing they could be doing higher-quality dream work with higher-caliber clients. I find this desire so striking. Don’t you? If this resonates for you, please be assured: you’re not alone. And we have a solution, but it may seem a little… head-scratching?

Make your prospect the hero.

When it comes to signing new clients, projects, or deals, most people approach prospect meetings all wrong. They’re too scripted, leaving little room for 2-way traction. OR to the contrary, they’re too open-ended, approaching the meeting as “We’ll just have a chat and see how it goes.”

To have your most powerful prospect meeting, you must approach it with a very French philosophy:

It takes a lot of behind-the-scenes effort, to appear effortless.

All that to say, lots of

Preparation and planning is your key to success.

This is how you position your prospect as the hero, and you, as their guide.

This is why we’re so excited to tell you that this week, we’re opening registration for our fall Small Business MBA course: Close More Dream Deals.

Close More Dream Deals is for you, if you’re:

• A Small Business Owner. You want control over achieving your financial goals. You’re craving a predictable and steady flow of ideal, new business.

• Responsible for Closing Deals in your business, whether your company is small, medium, or large. Your conversion ratios are lower or higher than 60%, and you know you’re leaving something on the table.

• Wanting to up-level your clients in 2024-2025. You have a vision of your ideal clients and projects, and you haven’t yet found your groove at your new level.

This is weekly, month-long course.

• Cara & I will be teaching live. We’ll host online, for the widest ease of access, but we will be live, so the education and interaction will be two-way.
• We’ve broken our formula into 4 crisp steps and training modules, walking you through each methodically and to practice together. You’ll receive the steps, handy tips and tricks, and practice time to refine, customize, and build your confidence.
• You’ll receive weekly recordings, presentations, and opportunities for personalized feedback so that you can really gain command of your own approach and translate it into ROI, immediately.

Close More Dream Deals will kick off on September 26th at noon CDT and continue each Thursday, through October 17th. You can join live or follow along behind the scenes, as you’ll receive weekly class recordings and assignments. Please note: we’re capping registration at 10 students so that we can keep the intimacy and quality at the highest caliber.

You’ll walk away with answers to…

• How do I prepare, step-by-step? And how much do I leave to chance?
• What’s the right script to “close the deal” but still feel like myself (and not a salesperson!)?
• When and how often should I follow-up? What should I say? What if I’m ghosted?

We’ll teach and customize 4 steps to fit for you.

1. Pre-Meeting Prep. Enter your meeting with Confidence and Clarity.
2. Ask the Right Questions. Make your prospect the Hero.
3. Set Expectations. Position yourself as the Guide with the Solution.
4. Send a Proposal (or don’t) & Follow-Up. Earn the business.

Bonuses this semester are in the power of connection & customization.

• Live & recorded weekly teachings from Cara and Julie, for ultimate flexibility and access.
• Personalized feedback, accountability & customization of your approach.
• Bonus AMA (ask me anything) office hours.

As is always true in our Small Business MBA, we’re constantly listening to what our ecosystem needs. And this year, that’s Business Development, baby! I share that to proactively say: I don’t know when we’ll be teaching this course again.

So if you want to ensure participation in our first live month-long course (in 2 years!), we’d love for you to join us. Even if you think you don’t need this right now, you’ll have access to the recorded teachings and presentations throughout 2025, when you’re ready to action. As always, we want to make sure that you’re making the right decision for you.

If you’re craving clarity, confidence, and control of your Dream Clients, Projects, and Deals, we hope that you’ll join us, beginning September 25th (or on your own self-access time). We’d love to help you close more Dream Deals in Q4 2024 & 2025.

Please watch your inbox on Tuesday morning for registration details.