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

    1. Setting Revenue Targets

    2. Setting Revenue Targets Quiz

    3. Setting Revenue Targets Exercise

    4. Setting Your Target Wrap Up

    5. What to Avoid

    6. What to Avoid Quiz

    7. Bottom Drawer Pitfalls

    8. The One Key Difference

    9. The One Key Difference Quiz

    10. Recognizing Benefits & Concerns

    11. 4 Stages of Channel

    12. 4 Stages of Channel Quiz

    13. 4 Stages Exercise

    14. Direct vs. Indirect Sales

    15. Direct vs. Indirect Sales Quiz

    16. Direct vs. Indirect Sales Exercise

    17. Setting Your Ratio

    18. Setting Your Ratio Quiz

    19. Setting Your Ratio Completion

    20. Wrap Up

    21. Which Industries Make Good Referral Sources?

    22. Setting Your Target 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?

    6. Why Create Channel Partners

    7. Why Create Channel Partners Quiz

    8. Why are YOU creating Channel Partners?

    9. Ideal Channel Partners

    10. Ideal Channel Partners Quiz

    11. Who are your TARGET Channel Partners?

    12. Channel Pipeline Management

    13. Setup Your Pipeline Tracker

    1. Choosing Your Pace

    2. What is YOUR pace?

    3. Chunking Time

    4. Plan Your Week for Channel Development

    5. The 5 Why's of Channel Refresh

    6. The Match Stage

    7. The Match Stage Quiz

    8. Match Stage Questions to Ask

    9. Exclusion

    10. Exclusion Quiz

    11. Exclusion Wrap-up

    12. Stages 2 & 3

    13. Stages 2 & 3 Quiz

    14. Stage 2/3 Presentations

    15. Why Not's

    16. Why Not's Quiz

    17. The Nuance of Getting to Their Why Nots

    18. Channel Relationship Levels

    19. Channel Relationship Levels Quiz

    20. The MOST Important Framework

    1. Introduction to Market Position

    2. Market Position: Explained

    3. Market Position: Explained Quiz

    4. Exercise Review

    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. Completing this Course

About this course

  • $2,500.00
  • 73 lessons
  • 1.5 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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