Ready to get serious and fill your future pipeline?

Methodologies and a step-by-step guide for planned growth

You’re ready to fill your future pipeline for years to come with pre-qualified, pre-sold referrals. 

You want to spend less time doing sales and still build a profitable funnel of future clients.

You would like to provide more value to your clients by leveraging your strategic relationships with third-party professionals. 

You want to deepen your relationships with your clients and truly become that Trusted Advisor by becoming your client’s best resource for all their needs.


By the end of this course you will have…

  • A future pipeline filled with pre-qualified and pre-sold referrals
  • The confidence from your clients that you have all the resources they need and can connect them to the best of the best
  • A successful sales strategy that translates into measurable targets and goals
  • A fully developed sales function in your business and can get active winning new clients

Course Leader

Sandy Stewart

Sandy has spent the last 20 years working with small- and medium-sized businesses, helping them to run a better business. Her expertise includes helping businesses with strategic planning, operational efficiencies, financial modeling, value growth all while becoming thriving sustainable brands.

Course curriculum

    1. Think Big Community

    2. Why Create Channel Partners (the 5 WHY's)

    3. The One Key Difference

    1. Introduction to Market Position

    2. Market Position: Explained

    3. Market Position: Explained Quiz

    4. Competition Exercise

    5. The Framework

    6. The Framework Quiz

    7. Your Current State

    8. Current State Quiz

    9. Current State Exercise

    10. Creating Alignment

    11. Alignment Quiz

    12. Alignment Exercise

    13. Your Future State

    14. Future State Quiz

    15. Future State Exercise

    16. Wrap Up

    1. Define Your Ideal Client Intro

    2. Defining Your Ideal Client

    3. Qualifiers & Characteristics

      FREE PREVIEW

    4. Qualifiers & Characteristics Quiz

    5. Which Qualifiers & Characteristics define your Ideal Client?

    1. Why Create Channel Partners (the 5 WHY's)

    2. Why Create Channel Partners Quiz

    3. Why are YOU creating Channel Partners?

    4. Ideal Channel Partners

    5. Ideal Channel Partners Quiz

    6. Who are your TARGET Channel Partners?

    7. Which Industries Make Good Referral Sources?

    8. Channel Pipeline Management

    9. Setup Your Pipeline Tracker

    1. Setting Revenue Targets

    2. Setting Revenue Targets Quiz

    3. Setting Revenue Targets Exercise

    4. Setting Your Target Wrap Up

    5. Direct vs. Indirect Sales

    6. Direct vs. Indirect Sales Quiz

    7. Direct vs. Indirect Sales Exercise

    8. Setting Your Ratio

    9. Setting Your Ratio Quiz

    10. Setting Your Ratio Completion

    11. Wrap Up

    12. Setting Your Target Wrap Up

    1. The One Key Difference

    2. The One Key Difference Quiz

    3. Recognizing Benefits & Concerns

    4. How People Screw This Up

    5. How People Screw This Up Quiz

    6. Bottom Drawer Pitfalls

    7. 4 Stages of Channel

    8. 4 Stages of Channel Quiz

    9. 4 Stages Exercise

About this course

  • 12 x $249.00
  • 75 lessons
  • 2 hours of video content

Program Features

  • Work at Your Own Pace

    Log in anytime, watch lessons and review them again anytime.

  • Bi-Monthly Group Sessions

    Twice a month, meet with others in a workshop/lab setting for exercise review, Q&A, deep dives and accountability.

  • BONUS 1:1 Deep Dives

    Get quick support directly for YOUR business with a monthly 1:1 with Sandy

Let's go!

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