This 6 Week Workshop Starts on May 2, 2023.

If you are like most consultants, you are continually looking to get more clients.  But how?

You can perform internet searches on “the best tactics to acquire clients” and scroll through numerous videos on YouTube.   You can purchase books, read 1000-word blog articles, and ask people for advice.  


But, What If . . .

  • You took a strategic approach to building relationships with people that you want to work with and who want to work with you?  
  • You not only understood the big picture but had tactical tools and techniques that you could immediately employ to connect and get to know clients?   
  • You could implement a repeatable systematic process that fits your personality and your schedule? 


This workshop covers:   

  • Strategic fundamental principles to help connect with the right people, your why,
  • Tactical processes, techniques, and tools, the how, and
  • Real-life scenarios to practice in a safe environment.  


At the conclusion of this workshop, walk away not only walk away with a better understanding of what it takes to build relationships with potential clients and maintain relationships with your current clients but also with a practical and repeatable systematic process.  

Workshop Overview

The workshop starts with an overview of the client relationship model and creating your brand message which is often the first introduction into you. It continues with in-depth discussions on Connecting, Getting Known, Nurturing, and Staying in Touch and three key strategies—Targeted Outreach, Referrals, and Strategic Networking—every consultant should incorporate into their business.  


But it doesn’t end there.  Within the workshop, we discuss incorporating approaches such as writing and speaking into your relationship strategy and moving a person into the Ask and Offer stage or the  “Can you help me?” stage.  


Throughout the workshop, real-life scenarios and common challenges are discussed. 


You leave the workshop with an overall relationship strategy and an action plan that fits you and supports your focus, ideal client, and service.   


On completion:  

  • Understand the five stages of the relationship model: Connect, Get to Know, Nurture, Ask and Offer, and Stay in Touch. 
  • Create short and long compelling messages to grab a person’s attention. 
  • Understand how to expand an message including the importance of storytelling.
  • Determine ways to find, connect, and categorize potential clients. 
  • Evaluate your essential marketing documents and actions to help get known. 
  • Develop an overall strategic targeted outreach approach and an individualized outreach plan format. 
  • Develop referral guidelines and a referral strategy.  
  • Create a strategic networking strategy that incorporates a consultant’s referral and targeted outreach strategies.    
  • Identify how to incorporate passive relationship strategies into a consultant’s overall strategy. 
  • Understand how to move from the nurture stage to engaging with a client to discuss an opportunity.  
  • Develop an approach for staying in touch with potential clients, referral partners, and clients.
  • Create a workable relationship action plan.


Who Is the Workshop For

Anyone who is a solo-consultant or a consultant that is part of a small consulting business. 

It is for the consultant that is serious about growing their business.   

There is one caveat. Regardless of where you are in your journey, you need to have clarity of your focus (the one thing for which known), ideal client (defined, found, and validated) and service (point of view, methodology, and services). If you don't, consider starting with the Business Core Workshop. 


What is Included

In addition to the 6 weekly 2 hour topic workshops, access is provided to: 

  • 2 hour Clinics where you ask your questions
  • Over 45 videos with over 7 hours of educational material
  • Over 25 templates and checklists plus scripts, and other supporting materials  
  • Life time access to the workshop slides and replays
  • Life time access to Module 4: Message and Module 5: Build Trusted Relationship
  • Consultant's Community group

Workshop and Clinic Schedule

Workshop Time: 4 PM ET to 6:00 PM ET (2 Hours)

(1 PM PT | 2 PM MT | 3 PM CT | 4 PM ET)


Clinic Time: 11 AM ET to 1 PM ET (2 hours)

(8 AM PT | 9 AM MT | 10 AM CT | 11 AM ET)

May 2: Workshop: Business Core Overview, Module 5: Relationship Building

May 4: Clinic


May 9: Workshop: Module 4: Brand Message

May 11: Clinic


May 16: Workshop: Module 5: Targeted Outreach

May 18: Clinic


May 23: Workshop: Module 5: Referrals, Strategic Networking

May 25: Clinic


May 30: Workshop: Passive Awareness and Ask and Offer

June 1: Clinic


June 6: Workshop: Module 5: Relationship Strategy and Plan

June 8: Clinic

Frequently Asked Questions

  • How long does it take to complete the workshop material?

    This is a tough question to respond to because so much depends on you. It takes time to listen to the videos and then walk through the exercises in the workbooks and complete the templates. The activity that takes the longest is the validation effort. I've seen consultants complete this activity within 2 weeks and others take more than 2 months. The material is designed so that you can work at your own pace and revisit material as necessary.

  • When do I receive access to the workshop materials?

    Access to the modules is provided a week before the workshop begins. The slides and any additional materials is provided during the weekly session. Replays to the weekly sessions are posted within 48 hours of the workshop.

  • What happens if I'm unable to attend a workshop session?

    Each workshop discussion session is recorded and posted in the course curriculum within 48 hours. You can review the replay when convenient for you.

  • What happens if I have a question before the weekly workshop or clinic session?

    Post your question in the Community Group and and ask others taking the workshop for their feedback. Additionally, I monitor the group and try to respond within 24 hours. If the question is posted on a weekend or holiday, the actual timeframe can be longer.

  • I signed up and attended the workshop but have decided that I would like to be part of the JUMPSTART Blueprint program. Is it possible?

    Yes, it is possible. I provide a credit to you for the workshop so that you only pay the difference. Contact me directly at [email protected]

  • I feel I need more support than the workshop provides. Is it possible to obtain one-on-one assistance?

    Yes. One-on-one assistance is available. Contact me directly at [email protected] so that we can discuss your needs and determine next steps.

  • What is the difference between the modules in the Consulting JUMPSTART program and Your Offer and Perfect Price workshop?

    The materials-videos, workbooks, and templates are the same. For the differences between the program and the workshop refer to the section above - How is Build Awareness and Client Relationships different than the Consulting JUMPSTART program?

How is the workshop different than the Consulting JUMPSTART Program?

The Build Awareness and Client Relationships workshop covers Message (4) and Relationship (5) modules of the Consulting JUMPSTART program.  

In addition to the material in the modules, the workshop includes a weekly discussion on a specific topic. The discussion is recorded enabling an attendee to revisit the material. Attendees also have access to a weekly clinic, the Consultant's Community Group, and have life time access to the course material, replays, and workshop handouts.  

What is not included is access to all of the JUMPSTART program modules, no individual plan is created, and access to the weekly clinics and Community Group ceases at the conclusion of the workshop.