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NEW BUSINESS ROADMAP


A Special Peer Group for Agencies Ready to Put the New Business Pedal to the Metal

Dates & Details

Session 1: December 13, 2018
1:00-3:00 p.m. EST

Session 2: January 17, 2019
1:00-3:00 p.m. EST

Session 3: May 23, 2019
1:00-3:00 p.m. EST

Session 4: September 26, 2019
1:00-3:00 p.m. EST

Participation is limited to 12 agencies.

Pricing

Members: $1,000 per agency
Non-Member: $1,250 per agency
 

Group will meet via video conferencing. Attendees must be involved in the new business activities of the agency as their primary function.

New business is the lifeblood of every agency. According to Second Wind's Annual Agency Survey, many agencies have a proactive new business plan but struggle to consistently follow it. And, with many of you acquiring your new business from referrals or current clients, it's easy to see how a persistent 365-day-a year effort may seem unimportant. We disagree. You never know when the pipeline of referrals will run dry, so it's vital for agencies to maintain an active new business effort.

If you're struggling to keep a proactive new business program going, you should join this group. We'll meet four times between December 2018 and September 2019 to ensure you have the tools and motivation to put your new business "pedal to the metal."

Session 1: We'll review the essentials of a successful new business program so you can begin planning your strategy for 2019.

We'll discuss:

  • Building the prospect list
  • Outlining a new business marketing plan
  • Shameless self-promotion
  • Creating a pipeline document
  • Being a partner and not just a vendor
  • Combating the procurement mentality
  • Getting a first and second meeting
  • Closing the deal
     

Session 2: We'll regroup to discuss everyone’s specific new business plan for 2019. This check-in will provide advice and guidance to help fine-tune your strategies for maximum success as you move forward.

Session 3: We'll gather again to see how things are going, offer our support, and advise each other on continued implementation of new business efforts.

Session 4: We'll meet one final time to assess each agency's new business progress, and provide advice and guidance for the end-of-year push to help everyone finish strong.

After each session, we'll provide you with a checklist of things to do before our next meeting to ensure you're working hard at your new business program!