Retreats

Our three-day business development retreats are designed for firms who want to establish a culture of revenue producers, where there is a common framework and language that produces a results oriented predictable growth pattern in revenue and profitability within the organization.

Retreats
What Organizations Should Participate:

  • Those who want a proven business development system to support their business objectives and strategies.
  • Organizations large and small whose principals must be able to attract clients through referral relationships with other professionals.
  • Those who want a predictable results oriented system that is measurable.
  • Those who want to provide the skills and knowledge of a proven system to bring revenue to the firm consistently through a process that is sustainable.

Retreat Agenda

  • Day I – Setting The Stage To Become An Organization of Revenue Producers
      Morning Session:
    • Participants discover the strengths of their social style and how to use that as the first step in developing a solid connection with another person using the DISC assessment system
    • Team building to better understand how to use social styles in creating a collaborative environment
      Afternoon Session:
    • Discovering why Mindshare is important to long term success
    • People do business with people – You are a business
    • Importance of a distribution system in producing revenue consistently
    • Explanation and discussion of The ProGrowth Relationship System
Retreats
  • Day II – Creating The Blueprint For Revenue Production
      Morning Session:
    • Discussion on the importance of why both professional and personal goals must be considered
    • Participants will develop a vision for where they want to take their business and life over the next 3 years
      Afternoon Session:
    • Carve out the first year of the participants 3 year vision
    • Identify what will be accomplished in the first 90 days
    • Develop the first 30 day plan as to what will be accomplished
    • Initial setup of participant’s relationship system
  • Day III – Must Haves To Be A Strong Revenue Producer
      Morning Session:
    • Keys to influencing another to pick the phone up and call you
    • The role of being you
    • Why it is so important to believe in you
    • The three pillars of trust
      Afternoon Session:
    • The net that revenue producers use to insure mindshare stays strong
    • Staying the course
    • Taking personal responsibility for results
    • Summary and wrap-up

Participant Take Aways

    • A clear understanding of their social style and how to use it as a strength in providing a solid connection with another person
    • A vision of the business and what will be accomplished
    • A specific plan to achieve the vision
    • Personal goals designed to provide the energy and motivation to succeed professionally
    • Knowledge of the ProGrowth Relationship System which will be an asset that will consistently produce results for many years to come
    • New found confidence – “I can be a revenue producer!”
    • Autographed copy of “Secrets Of Mindshare”
    • Online tools to manage the participants plan and relationship system

Let us know how we can help you either conduct your retreat using this agenda or a more customized approach for your organization.

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