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New Business Consulting

Even when paired with the best prospects, your agency team still has to close the business! Some agencies have the knack; others would benefit from professional help.

We've been consulting to the agency community for years. We use senior educators and consultants to deliver a series of custom-developed on-site programs to train your staff in the operation of turnkey new business processes. Depending on need, we can show you how to create and maintain a prospect database, choose the right computer software and hardware, plan and execute mailers and brochures, develop a professional telephone outreach system, learn prospect interview techniques, conduct Type-Mapping personality assessments, use effective closing techniques, design and execute strategic and tactical plans for specific account competitions. Training is available to everyone who plays a role in your new business effort.

BPI sales training provides defined-duration set-fee engagements using professional instructors followed by periodic performance audits, refreshers and advanced seminars.

We invite your inquiry and request for new business development assistance. Please indicate your areas of interest.

Select from the following:

BPI-1 Agency New Business Audit & Report
BPI-2 New Business Process Diagnostic & Corrections
BPI-3 Prospect Database Specifications & Development
BPI-4 Database Management & Contact Software
BPI-5 ProCon (Professional Contact Outreach)
BPI-6 Mergers, Acquisitions & Joint Ventures
BPI-7 The Agency Tour (as a Closing Tool)
BPI-8 ShowTime (Presentation Strategy)
BPI-9 Executive Lend/Lease Programs
BPI-10 Executive Search & Placement
BPI-11 Position & Benefits Testing
BPI-12 Financial Valuations

New Business Assistance Request

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