My goal is to help the newer "solopreneur" style PI Partners - who have between 0-3 PI clients - to achieve sustainable success faster and more predictably.
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There are three different perspectives I bring to this work:
As a PI Client
Having been a client myself, I understand the challenges and needs.
As a PI HQ employee
During my tenure at PI, I saw firsthand how challenging it was for our larger Licensee/Partners to build out their Associates and get them to sustainable economics fast enough to stick around.
As a PI Partner
During the past few years, I needed to figure out how to maintain balance among: new customer acquisition, services, training, client growth, and renewals. I have walked in these shoes and have codified my lessons learned and developed systems that help me to successfully juggle all the steps to be a dedicated PI partner.
Join our 5-week program for new Predictive Index Partners
Increase your confidence to close new business and retain existing business.
Increase your expertise as a Talent Optimization Consultant.
Build scalability into your consulting practices and expert services.
Accelerate your success path to becoming a PI Select Partner.
Decrease the overwhelm of trying to figure it out on your own.
Automate and scale your expertise for sustained success.
Right now, you might be thinking:
“There aren’t enough hours in the day to get everything done. I’m not even sure what the ‘right things’ are to get the traction I need.”
Or
“Is my business big enough to worry about these things?”
Or
“How can balance the importance of onboarding clients when I need to build up my sales pipeline and deliver services?”
I know these questions because I’ve even
asked them myself.
If you feel like you are stuck between spinning your wheels and spinning too many plates, then stick with me because I want to show you what is possible for you and your business.
In Service That Scales, I share my lessons learned, best practices, business decisions, and know-how so that you can unlock the full potential of your expertise and get on track to have more time and freedom in your day to achieve the business outcome you desire.
In this program, I take the guesswork out of building your PI business so you can scale with ease, efficiency and an understanding about what works well for maximizing PI’s unique recurring revenue model for consultants and coaches.
The result? You get more bandwidth to spend on the things you do best – operating in your genius zone – and your business growth is amplified.
The 5-week program is designed to help PI Certified Partners who either have not yet signed their first PI client, or who have between 1-3 PI clients and are ready to learn a scalable service model that enables topnotch onboarding and streamlined client success to secure renewals, referrals, and account expansion.
With a software + services recurring revenue model like Predictive Index, the onboarding process and ongoing client success are key to building a sustainable business.
- Build predictability into your business revenue.
- Uplevel your client onboarding and services system
- Organize your account follow up so you can have more time for lead generation and new business activities
- Hire the best resources to support you and give you stability as you grow
- Find the right technology and automation systems that grow with your business needs
Take the first steps towards transforming
your business as a PI partner.
Get access to templates, technology, and coaching designed exclusively for early-stage Predictive Index Certified Partners who are looking to accelerate their growth path and make PI a valuable part of their recurring revenue plans.
Join Now
Service That Scales gives you the playbook to building a solid business foundation as a PI Certified Partner while streamlining your day-to-day client operations to achieve your growth goals.
