Refine Your Blue Chip Client Profile
4.6 (4)
1 Day
·Cohort-based Course
Win, Retain and Grow More of the "Right" Clients through a Tight & Focused Business Development Strategy
Refine Your Blue Chip Client Profile
4.6 (4)
1 Day
·Cohort-based Course
Win, Retain and Grow More of the "Right" Clients through a Tight & Focused Business Development Strategy
Course overview
Time is your most precious asset. Where is your BD team spending it?
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.
Replace unpredictability with intentionality.
01
Sales / Marketing: Maximize your time and attention with high-quality and aligned prospects through an "aim small, miss small" approach.
02
Customer Success: Invest thoughtful and proactive time with your best clients, rather than allowing the "squeaky wheel to get the grease."
03
Founder Rainmaker: Scale your business beyond yourself by honing in on the "Blue Chip" prospects and clients that truly drive your success.
What you’ll get out of this course
Identify the small # of clients who are driving the majority of your revenue and uncover the unique characteristics that set them apart
- Top 20%
- Bottom 20%
2x2 client matrix to align your sales & marketing efforts and help you prioritize your existing clients
- Blue Chip
- Dirty Money
- Make It Count
- Graveyard
Tight & refined "Blue Chip" client profile to focus your business development efforts on your highest valued prospects
- Demographics
- Psychographics
- Trigger Events
A "Graveyard" client profile to help you identify misaligned prospects and avoid wasting precious time
- Red Flags
- Disqualifiers
This course includes
1 interactive live session
Lifetime access to course materials
4 in-depth lessons
Direct access to instructor
2 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Refine Your Blue Chip Client Profile
Course syllabus
Week 1
May
8
Refining Your "Blue Chip" Client Profile
Refine your "Blue Chip" Client Profile
Refine your "Graveyard" Client Profile
4.6 (4)
What people are saying
Adam Barney
Jesse McCabe
Brick Thompson
Max Tynczuk
Colleen Werner
Jody Jankovsky
Meet your instructor
Scott Peterson
Founder & Principal of Carver Peterson Consulting
With 20+ years of experience in sales, management & leadership, Scott Peterson, knows how to build high-performing sales teams.
He spent his first 13+ years working with a fast-growing, yet wildly disciplined organization that scaled from the 2 original founders into a global company with 8,000+ employees driving more than $7 billion in revenue and is still privately-held.
Scott has built & led winning teams at every step of his career by refining a tight strategy, streamlining a repeatable process, maximizing the structure and attracting, engaging and retaining top talent. He built his high-performing team from scratch in Boston, turned an underperforming team around in San Diego and evolved / transformed a top-performing office into a winning team in Chicago.
In 2014, Scott founded Carver Peterson Consulting to help growth-minded entrepreneurs and organizations build high-performing sales teams so that they can win and retain more of the right clients allowing them to grow and scale in sustainable way. Over the last 9+ years, they've partnered with 100+ growing organizations and have a proven track record of driving healthy and profitable revenue.
Based in Wisconsin, Peterson is an Oregon native. A former walk-on for Oregon State University Men's Basketball team, the same qualities that served him as an athlete have directly translated to his business success. He is hard working, goal-oriented, growth minded, and a great teammate & leader.
He and his beautiful wife, Molly, have three young kids: Grady, Camden and Mila.
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Refine Your Blue Chip Client Profile
Course schedule
Total Investment: 3.5+ hours
May 8, 2024
1:30pm - 3:30pm CST
2 hour "live" session
Pre-Work
45 minutes (+/-)
Power Rank your Current & Historical Clientele
Post-Work
45 Minutes (+/-)
This framework has multiple applications including:
- sales strategy
- marketing strategy
- account management strategy
Be the first to know about upcoming cohorts