
Would you benefit from structure and accountability as you implement your prospecting plan?
The Prospecting Forum is a Peer to Peer mastermind group that has a monthly training sessions to guide you in building your prospecting systems and remain on track to reach your revenue goals.
Most training depends on an event to learn a new skills. But adults learn best with spaced repetition over time, not to mention, there's a lot of work involved in building your marketing and sales effort and it doesn't happen overnight!
The Prospecting Forum is designed to guide you through the creation and execution of a comprehensive prospecting effort. The focus is on generating referrals from clients, referral partners and maintaining top of mind awareness with your professional and personal contacts.
Today we have access to amazing tools to maximize every moment we spent with our prospecting, and in the Forum you will learn to use them!

In the Prospecting Forum, Breandan will guide you through the monthly assignments and support you weekly with implementation...
- Building and refining your model week, the perfect schedule allows for consistent effort on marketing and sales and we show you how to do create that schedule
- What is your Buyer Journey and how Referrals get you to the Bank faster.
- Creating a Magnetic Follow Up System - nurturing prospects is critically important to closing business. This session will show you how to draft an email nurture sequence.
- Engagement Strategies for Referrals - Client Appreciation events to cross sell and generate referrals, Drop Ins and Leave Behinds, all are highly effective approaches to create referrals, We will show you how to set the stage and execute these strategies.
- Content that Converts- this session we will share with you the psychology behind the Buyer Journey and how to ensure your content engages and creates urgency with the right prospects.
- Joint Marketing Efforts with Referral Partners. During this session we will help you identify the partners, set expectations, create the communication, share timelines and templates for a dynamic and engaging event.
- Performance Reviews with Partners - No relationship is perfect and we often struggle with what needs to happen to improve. This session outlines how you assess your performance and your partners and create mutual action plans to attain success together!
- Creating and sharing Weekly Content to distribute via social media and other channels can seem intimidating. This session will help you discover what you can do to streamline this process and commit to regular contet creation. (you also don't have to do all the work on creating we will show you how to shortcut that process as well!.
- Delivering webinars, client and prospect education events is a highly effective strategy to generate referrals, engage prospects and cross sell current clients. In this session we will show you how to build your event and market it for the best outcomes.
- Trouble Shooting Relationships - Train wrecks can happen and we want to show you how you can turn your least productive partnerships into your most profitable!
- Building an Offer. Creating an entry point program for your perfect prospects makes it easy for referrers to bring you highly engaged prospects. This session helps you design your 'Perfect Offer'.
- Referral Alchemy - Turning Gold clients into Platinum!
Tools and Templates to Construct your Solution
- Templates to construct each element of your prospecting strategy.
- Action Plan for each month's assignment
- Completed Examples to see what is working for others.
- Worksheets to organize your activity.
- Study guides to build the critical elements of your prospecting emails.
- Twice monthly Instructor led webinar sessions to show you what the tool is and how you can build and use it in your own efforts.
- Quarterly planning campaigns to have access to brainstorming with peers, potential collaboration and accountability to the task.
- Weekly check in conference calls to support you with follow through and commitment to your plan.
Lack of follow through and accountability contributes to 80% of courses never being completed. With the Prospecting Forum, we are here to help you remain committed to your prospecting!
The Prospecting Forum is for
Entrepreneurs
Professional Service Providers
Independent Sales Professionals
Consultants
Thought Leaders
Financial Professionals
Business Leaders looking to Scale their Sales Effort
Start Ups

Consistent, quality activity leads to Prospecting Success. This program is designed to help you commit to and remain focused on your business development.

Collaboration leads to amazing outcomes. The challenge in knowing how to build and support those collaborative relationships in a proven way. Professionals don't have time to flounder around trying to 'figure it out' or risk their best relationships on an unorganized effort. This program is designed to show you the proven steps to gain the results YOU are looking for in your prospecting. We are here to serve at WHATEVER level you need to attain your desired outcome.
Just need help staying on track with your chosen referral partners - we've got a plan for that!
Have you set a goal with a marginal increase you aren't quite sure you'll make? - we can show you what steps to take to attain!
Are you hoping for a signficant increase in your clinet base or challenged with recovering from a decline? - You will fit right in!
Marketing and Sales should be a true collaboration and this program will show you the right activity to support your sales effort to generate leads, improve engagement and close more business!
Answering the question
What do I need to do each day to commit and execute my prospecting plan
What is the Right Marketing to Support my Prospecting Effort?
Your time is best spent working with the right clients. Identify the perfect prospect that is profitable, has needs in the areas you are best qualified to serve them and is invested in relationships. Build your prospect profile with intention, then watch the results of your efforts gain clarity and momentum.
We all have relationships that CAN lead us to business, but recognizing those that WILL requires a focused approach to interview, qualify potential referral partnerships and lay a foundation for a mutually beneficial relationship. This module will guide you through segmenting your contacts and focusing your direct time and efforts where they will be best spent.
Referral partnerships, joint ventures, strategic alliances all share common foundations in collaboration and mutual investment in effort. Building this foundation is what you will learn in this module. We will show you how to build collaborations that lead to a highly influential and productive partnership.
Scaling Your Efforts Through Systems
Making the most of your prospecting effort means leveraging your time where it's best spent. Using Social Media, CRMs and other technology solutions allows you to connect and remain top of mind with many people through minimal investment 1-1. This module will show you how to identify the partners you spend your direct time with and what systems can you engage 1-many.